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Building a Foundation for AI Success Across the Business

  • Writer: Trey Lewis
    Trey Lewis
  • Jun 10
  • 2 min read

How Our Customer Got AI-Ready Using ConnXions


Our customer, a Raleigh-based private equity firm, specializes in growth investments, recapitalizations, and management buyouts across the U.S. middle market. With a diverse portfolio spanning IT, healthcare, manufacturing, and business services, they saw the potential of AI but knew they needed a clear, strategic foundation to implement it effectively across their companies.


The Challenge: AI Hype, But No Clear Path to Execution

Like many firms, they were eager to leverage AI for efficiency, innovation, and competitive advantage—but didn’t know where to start. Challenges included:

  • Lack of understanding around where AI could deliver the most impact

  • No standardized approach to assess AI readiness across companies

  • Fragmented data systems and inconsistent tech maturity

  • Uncertainty around how to integrate AI into core operations and workflows


Without a clear roadmap, they risked wasted investments, stalled pilots, and disconnected efforts.


The Solution: ConnXions AI Readiness Assessment

To move from curiosity to capability, they partnered with ConnXions for a full AI Readiness Assessment across all business units.

ConnXions delivered a structured, actionable framework to:

  • Evaluate AI maturity across people, processes, and technology

  • Identify high-impact, low-barrier AI use cases

  • Align business goals with practical AI applications

  • Create a step-by-step roadmap for AI adoption and scaling


The Impact: Confidence, Clarity, and Competitive Advantage

Armed with a portfolio-wide assessment and tailored recommendations, they are now set up for AI success:

  • Clarity on where AI fits across their businesses

  • Faster time-to-value by focusing on high-potential initiatives

  • Reduced risk of failed pilots or wasted resources

  • Aligned stakeholders across IT and business units

  • A unified strategy to guide AI adoption across the portfolio


Why It Matters

For private equity firms, AI isn’t just about technology, it’s about transforming operations to drive value. With ConnXions, they’ve built the foundation to implement AI where it matters most, backed by strategy and structure—not hype.



Wondering if your business is truly ready for AI?

Let ConnXions help you assess, align, and accelerate AI success, starting with a comprehensive AI Readiness Assessment.

 
 
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