Workshop Showcase
2.5-Hour Live Workshop · For Operators

The Queryability
Workshop.

You thought it was a brain. Let us find out together. A 2.5-hour journey from hoarding to intelligence.

3 exercises · 2.5 hours One closed loop Demo Day finale

Governance first: workshop assessments stay in the room. No attendee data is uploaded to cloud AI services during the session.

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The Story

The Pain Is Real.

We had 47 tools, Slack channels nobody could keep track of, and a "data lake" the size of an ocean. But when our CEO asked, "What did we decide about the budget in March?" ... three people gave three different answers.
CTO, Series B SaaS

Composite scenario based on patterns observed across workshops.

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The Diagnosis

Storage unit or brain?

The Storage Unit
Passive Accumulation.
Data lives in silos. Meeting recordings with no transcripts. Documents with no metadata. "I think Sarah has that file."
The Brain
Active Intelligence.
Tickets link to commits. Commits to specs. Every meeting produces an artifact the AI can query. One query, properly routed, can traverse the chain. This is the target state, not the starting point. Capture → Process → Act → Measure → Feedback.
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What You'll Leave With

By the end, you will know.

01
Your Queryability Score
A number between 0 and 100. Most teams start low. No shame. It is a starting line, not a grade.
02
Your Data Landscape
A map of every tool your team uses, color-coded: Green (queryable), Amber (stored), Red (dead).
03
One Closed Loop
A real process from your work, redesigned as a self-improving system. Not theory. Your actual workflow.
04
A 90-Day Roadmap
Month 1: Illuminate. Month 2: Connect. Month 3: Close. Owners. Deadlines. No vague aspirations.
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Our Method

The Queryability Sprint.

Assess → Score → Design → Validate. Four phases. One closed loop.

01
Assess
Opening story. Set the emotional frame. Why this matters.
Assess
02
Score
Individual survey → group reveal → self-placement on maturity matrix.
Score
03
Design
Map tools. Color-code. Dot-vote. Redesign one process as a closed loop.
Design
04
Validate
Present to room. Peer score. Commit. Schedule 30-day check-in.
Validate
Assess Score Design Validate
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Exercise 1 · The Scorecard

The AI Readiness Scorecard.

What we do
Survey in silence.
Each person takes the 15-question survey. Paper or offline form. Anonymous. No wrong answers. Responses stay in the room. Facilitator tallies averages live. In many sessions, the room gasps. Not because scores are bad, but because they finally see what they have been feeling.
The Magic Moment
The gap becomes visible.
The gap between "where I think I am" and "where the data says I am" is one of the most candid conversations your team will have this quarter. We keep the survey for the room. Filling it out together creates shared context.
What you get
Score + Matrix + Gap.
Team average and distribution. Maturity Matrix placement. Gap report showing where perception diverges from reality. Priority list of lowest-scoring domains.
Facilitator Note
"There is no shame here. This is our starting line."
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The 5 Levels

Where do you really land?

Many teams are a mix of 2s and 3s. That is the gap we will close.

LevelAwarenessUsageIntegrationTeachingScore
1 · NoviceNoneNeverNoneNo0–20
2 · BeginnerAwareNot usingNoneNo21–40
3 · ExplorerActiveUsingInconsistentNo41–60
4 · PractitionerDeepDailyIntegratedMentoring61–80
5 · StrategistExpertLeadingSystemicTeaching81–100
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Exercise 2 · The Canvas

The Queryability Canvas.

The Three Colors
Green. Amber. Red.
Green: AI can query it without a human. API, database, structured log. Amber: Data exists but AI cannot reach it. PDFs, slides, recordings. Red: Dead data. Lost. Forgotten. "I think Sarah has that file."
Governance rule: Before color-coding any tool as Green, screen for ungoverned PII/PHI using your organization's data-classification policy or a scan tool. If uncertain, mark Amber. If confirmed, mark Amber until a DPA and retention policy are in place.
The Energy Shift
The "oh no" moment.
Around minute 20, someone often says: "Wait, our entire Q3 strategy lives in a Google Doc that only Maria can find." That is the moment. The abstract becomes concrete. The pain becomes visible.
What You Map
List. Code. Calculate.
List every tool your team uses. Color-code each. Count greens, ambers, reds. Calculate your Queryability Score: Score = (Greens × 2 + Ambers × 1) / Total × 50.
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The 6 Questions

Can an AI answer this?

These are diagnostic questions about your current tooling. No data is processed during the workshop. Score each 0–10.

1

CRM Query

Can an AI query your CRM without a human exporting a CSV first?

2

Meeting Intelligence

Can an AI read meeting recordings and extract action items?

3

Cross-Platform Search

Can an AI search across Slack, email, and docs in one query? (Requires unified search infrastructure. Most organizations need 6–12 months to reach this.)

4

Root Cause Link

Can an AI connect a customer complaint to the code commit that caused it?

5

Decision Memory

Can an AI answer "What did we decide about X last quarter?" without asking a human?

6

Priority Proposal

Can an AI propose next quarter's priorities based on last quarter's outcomes?

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Exercise 3 · Closed Loop

Build one closed loop.

The Template
Pick your Amber/Red tool. Redesign the workflow around it.
  • CAPTURE → What data is generated but not collected?
  • PROCESS → What does the AI do with it?
  • ACT → What action is taken?
  • MEASURE → How do you know it worked?
  • FEEDBACK → How does the outcome improve next time?
Composite Example: Support
Ticket → AI → Agent → CSAT → Feedback.

Ticket arrives → AI classifies + suggests response.
Agent reviews → Accepts, edits, or rejects.
CSAT measured → Did the customer agree?
Feedback refines the prompt → Next ticket gets a better suggestion.

Expected result: Response time drops. Agent satisfaction rises. Customer satisfaction rises. Feedback refines future suggestions. No claim of autonomous learning without defined eval metrics and rollback.

Technical note: This describes a retrieval-augmented generation (RAG) loop or rules-based refinement, not model retraining.

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The Output

Your 90-Day Roadmap.

Month 1 · Illuminate
Make the invisible visible.
Transcribe recordings. Tag documents. Audit APIs. For Slack export: run a data-classification and PII/PHI scan first. Owner: team lead. Gate: All tools inventoried.
Month 2 · Connect
Build the first bridge.
Pick your #1 Amber tool. Design the integration. API, RAG, or workflow automation. Document the architecture before building. Test: can AI answer one real question? Note: unified cross-platform search (Slack + email + docs) is a 6–12 month target, not a Month 2 deliverable. Owner: tech lead. Gate: One Green bridge working.
Month 3 · Close
Implement MEASURE and FEEDBACK.
Re-run the scorecard. Celebrate the delta. Owner: operations lead. Gate: Improvement documented.
Day 90 · Re-Survey
Compare scores.
Same 6 questions. Same team. The improvement is measurable. Owner: workshop facilitator. Gate: Scorecard re-run complete.
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Quality Gates

Readiness you can trust.

The scorecard and canvas are workshop assessments only. Production deployment requires a separate security and compliance review.

01
Data Residency
All survey responses stay in the workshop room. No data uploaded to cloud AI during the session. Later cloud use requires a no-training, no-retention DPA. For healthcare/pharma: a HIPAA BAA is also required.
Check
02
PII/PHI Audit
Screen tools for ungoverned PII/PHI before coding Green. Mark Amber until a DPA and retention policy are in place.
Screen
03
Human Gate
Named workshop lead attests to reviewed findings. All outputs require professional review before production use.
Attest
04
30-Day Check-in
Schedule the first check-in before leaving the room. A workshop commitment, not a production milestone.
Commit
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Thank You

Stop hoarding.
Start thinking.

The final 20 minutes: Demo Day. Each team presents their closed-loop design. Others score Clarity (1-5) and Feasibility (1-5). Highest total gets first sprint priority.

AG
Alex GuyenneAI Solutions Consultant
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