| Leadership | No AI agenda at the leadership level | Awareness without a funded operating plan | Defined use cases and departmental sponsorship | AI treated as an operating capability | Operating model designed around humans + AI |
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| Adoption | Little to no meaningful AI use | Individual experimentation and prompting | Multiple teams using shared practices | Broad, role-appropriate usage | Organization-wide, by design |
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| Workflow | Manual, person-dependent processes | Ad hoc use of point tools | Templates and repeatable AI-supported processes | Connected workflows across functions | Orchestrated research, production, and follow-up |
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| Data | Knowledge trapped in people and files | Outputs live in personal chats and folders | Shared repositories still siloed by team | Information captured once and reused | Institutional knowledge compounds over time |
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| Integration | Disconnected tools and shared drives | Tools sit beside core systems, not in them | Some connections; many manual handoffs remain | AI connected to CRM, listing, and marketing systems | Systems, data, and intelligence work as one layer |
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| Governance | No AI policy or controls | Limited or informal guidance | Basic policies and approved tools | Controls built into workflows | Trust, security, and accountability by default |
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| Measurement | Operational performance is hard to see | Anecdotes, not brokerage KPIs | Some activity tracking, limited ROI | Outcomes measured against business KPIs | Continuous ROI and process improvement |
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| Automation | Repetitive handoffs and copy/paste | One-off productivity, no compounding | Task-level assistance, not multi-step | Automation spans multiple steps | Proactive recommendations and coordination |
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