Enterprise AI Transformation

Train the people first.Build only what they ask for.

We help businesses become AI-native, starting with the people they already have.

Unlike agencies that sell a complex build first, we train your current employees to do their current jobs better with AI. Once they are AI-enabled and bought in, they show us which builds are worth doing.

See the services

01Workforce trainingYour people, fluent in AI
02Process optimizationThe work, redesigned
03Custom AI systemsOnly what your team asks for

Where AI projects get stuck

Seven in ten AI problems are about people and process.

70%

People and process

20%

Technology

10%

The AI itself

Share of AI rollout challenges by source. BCG, 2024, based on its client work and a survey of 1,000+ companies.⁴

The problem

Most AI projectsdon't pay off.

The tech isn't the problem. The rollout is.

95%

of organizations in MIT's study saw no measurable P&L return from their generative AI pilots.

MIT NANDA, 2025 · [1]

42%

of companies abandoned most of their AI initiatives before production, up from 17% a year earlier.

S&P Global, 2025 · [2]

80%+

of AI projects fail, by some estimates. That is about twice the rate of other IT projects.

RAND, 2024 · [3]

36%

of employees feel properly trained in AI.

BCG, 2025 · [5]

These figures describe AI projects in general, not agencies.

Why it happens

They build beforethe team is ready.

An outside team learns your business in a few meetings. Your people live it every day. RAND found that the most common reason AI projects fail is a misunderstanding of the problem to be solved.³

The question	Build first	Train first
Who shapes it	Outsiders, after a few meetings.	The people who do the work, after weeks of using AI on it.
When value shows up	After the build ships.	During training, as people use AI on their daily work.
Buy-in	Tools handed down, then resisted.	Tools the team asked for and helped shape.
What gets built	Big and complex. MIT found only 5% of custom and vendor enterprise AI tools reached production.¹	Smaller and focused. A trained team handles a lot on its own, so custom work covers only the real gaps.
After launch	Changes depend on the outside team.	The team understands the system, so they can keep using and improving it.
How people feel	"We're being replaced." 41% of workers worry their job could disappear within ten years.⁵	"They're investing in us." BCG says proper training can help ease these worries.⁵

Train first (Our approach)

Who shapes it

The people who do the work, after weeks of using AI on it.

When value shows up

During training, as people use AI on their daily work.

Buy-in

Tools the team asked for and helped shape.

What gets built

Smaller and focused. A trained team handles a lot on its own, so custom work covers only the real gaps.

After launch

The team understands the system, so they can keep using and improving it.

How people feel

"They're investing in us." BCG says proper training can help ease these worries.⁵

Build first (Traditional approach)

Who shapes it

Outsiders, after a few meetings.

When value shows up

After the build ships.

Buy-in

Tools handed down, then resisted.

What gets built

Big and complex. MIT found only 5% of custom and vendor enterprise AI tools reached production.¹

After launch

Changes depend on the outside team.

How people feel

"We're being replaced." 41% of workers worry their job could disappear within ten years.⁵

How we work

Train. Optimize.Then build what's worth it.

An AI-enabled team sees different opportunities. Getting there takes a couple of months of daily use, so that is where we start.

Weeks 1–4 · Workforce training

Train

Upskill the people already running the business

Claude set up for each person on your team
Live training on their real work, not demos
Daily habits for writing, research, analysis and documents

Weeks 5–8 · Workforce training

Use it daily

Make AI part of how the work gets done

Coaching on live tasks
Power users step up and help lead
A team playbook built from what works for you

Weeks 9–12 · Process optimization

Redesign the work

Find where AI changes the work

Map where time is still lost
Redesign workflows with your power users
Rank build ideas with an honest recommendation, including "nothing yet"

After day 90 · Custom AI systems

Build

Only what your team asks for, owned by your team

Small builds scoped by a trained team
Built together, so your people can run them
Ongoing support if you want it

We run on it ourselves

Success Formula runson AI every day.

We use Claude for our content, video, sales follow-up, websites and internal tools.

Case study · our head of video

We trained our head videographer on Claude Code, then built the editing systems with him. Work that used to require a large team now runs in-house through one trained person.

Our own team's result, not a promise for yours. Every team is different.

Our rule, even when a client asks for a build

"If you want that, here's how we'll do it. First we train your team, then we'll see what we need to build."

We train before any build, even when a client asks for automation first. Big builds wait until your team shows the need.

Why it works

AI-enabled teamssee differently.

You can't ask for what you can't picture. After a couple of months of daily use, your people spot uses an outsider would miss.

Value starts early

People use AI on their daily work from the first weeks. No waiting on a build.

Better build ideas

The people doing the work know where time is lost. MIT found that many of the strongest deployments began with employee power users.¹

Buy-in from the start

People back what they help shape.

Smaller builds

A trained team handles a lot on its own. Custom work covers only the real gaps.

Less risk

You start with training, not a big build based on a guess.

Systems that last

Your team understands what was built, so they can keep using and improving it.

Why now

Your team already uses AI.Most weren't trained.

The question isn't whether your people use AI. It's whether they use it well, safely and on the work that matters.

AI at work

Most bring their own tools. Most weren't trained.

AI users who bring their own AI tools to work

78%

AI users who got AI training from their company

39%

Microsoft & LinkedIn, 2024 Work Trend Index.⁶

Buyers have been burned

Abandoned AI initiatives more than doubled in a year.

Companies abandoning most AI initiatives, 2024

17%

Companies abandoning most AI initiatives, 2025

42%

S&P Global Market Intelligence, 2025.²

40%+

of agentic AI projects will be canceled by the end of 2027, Gartner forecasts.

Gartner forecast, June 2025.⁷

3×

AI high performers are nearly three times as likely as others to have fundamentally redesigned their workflows.

McKinsey, The State of AI in 2025.⁸

Services

Enterprise AITransformation.

Three services, in order. Every engagement starts with your people.

Workforce training · 90 days

Your people, fluent in AI

Your people, trained mainly on Claude, using their own work.

Claude set up for each person, on business accounts that fit your data rules
Live training on the documents, emails, analysis and decisions your team handles
Coaching on live tasks, plus a team playbook new hires can use

Process optimization

The work, redesigned

Once your team uses AI daily, we redesign the work with them.

Map where time is still lost, team by team
Redesign workflows around what your power users already do
A ranked list of what's worth automating, and what isn't

Custom AI systems

Only what your team asks for

Built for the gaps your trained team finds.

Scoped by the people who will use it
Built together, so your team can run and improve it
Ongoing support if you want it

Who you'll work with

We teach peopleto build with AI.

The people who train your team run our own business on AI every day.

Shawn Lynch

Founder, Success Formula

Building companies.

Tyler Mashkow

AI training lead

Leads Success Formula's weekly AI training.

Mason Hymas

Expert Media & AI Engineer

Builds Success Formula's AI systems, automations, websites and media.

Questions buyers ask

Before youbook the call.

We want a custom AI build now. Will you do it?

Yes, in the right order. First we train your team, then we'll see what we need to build. That way, the build is scoped by people who know the work and want to use it.

Why Claude?

It's the tool we train on most. It handles the everyday work of a business well: writing, research, analysis, documents and code. We also cover the AI tools your team already uses.

What about our data and security?

Before training starts, we agree on what can and can't go into AI tools. We set your team up on business accounts with the data terms your company needs.

How many people can join?

We plan who joins, and in what order, with you. Larger teams go through in waves, usually starting with the people whose work touches most of the business.

Do you guarantee results?

No. We don't promise time or money saved. We commit to training on your team's real work, and an honest recommendation on what's worth building at the end of the 90 days.

Request a call

Start withyour people.

Tell us about your team. We'll come back with a plan, starting with 90 days of workforce training.

No build pitch. We'll tell you if you don't need one.

Request a call to discuss your team's needs. We'll schedule a discovery session to explore how workforce training can help.

We reply within one business day.