How a Helprise project manager helped a global functional team improve project delivery, redesign selected workflows and make AI part of everyday work.
SELECTED EXPERIENCE | PROCESS + AI CAPABILITY
One embedded practitioner
A better way of working
ways of working
AI-enabled
functional team
Global
embedded practicioner
1
Growing capability in the team
Improved knowlegde sharing
Stronger collaboration
Better ways of working
Greater visibility
CAPABILITIES DEMONSTRATED
CLIENT PERSPECTIVE
THE IMPACT
- Shared workflows and clear ownership
- Direct collaboration with fewer handoffs
- Updated process flows and accessible knowledge
- Better visibility of priorities, risks and progress
- Practical use of AI in everyday work
- Information in emails
- Communication through a single point
- Outdated or missing process documentation
- Limited visibility of progress and dependencies
- Inconsistent use of available tools
FROM → TO
Improved visibility of priorities, dependencies, knowledge and risks.
Built adoption by working with managers and colleagues on their actual tasks.
Applied AI to real work such as summaries, process mapping and project updates.
Redesigned selected processes and removed unnecessary handoffs.
Organised the work through shared workflows and clearer ownership.
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04
03
02
01
- Project information was spread across channels.
- Process documentation was incomplete or outdated.
- Work relied on manual follow-up and individual coordination.
- Use of digital and AI tools varied significantly.
- Visibility of priorities, dependencies and progress was limited.
The engagement began with project delivery. The Helprise practitioner combined project discipline, process thinking, technology awareness and practical AI use to improve the system around the work while remaining embedded in the client team.
Client stakeholders highlighted better use of existing tools to track workflows, dependencies, initiatives and project progress. They also pointed to clearer goals, stronger cross-functional collaboration and more accessible project information.
The practitioner’s contribution extended beyond the work she delivered herself: colleagues and leaders developed their own project-management and technology-enabled ways of working.
An internationally distributed team was managing complex transformation and compliance-related work across multiple stakeholders. Collaboration and AI tools were available, but work remained fragmented across channels, manual follow-up and incomplete process documentation.
OUR ROLE
THE CHALLENGE
THE SITUATION
TO
FROM
Where could one strong practicioner make a big difference?
Sometimes a capability gap is the starting point for improving how the whole team works.
Helprise AG, Dammstrasse 19, 6300 Zug, Switzerland
Helprise is a practitioner-led transformation and operations partner. Our people have built, run and transformed the kinds of operations our clients manage today — and bring that experience to building capability, delivering change and improving performance.