Practicing What We Preach: AI in Action

Keith Lynch, Director of AI & Modern Work at ivision April 1, 2026

At ivision, AI isn’t an experiment or a bolt‑on tool. It’s embedded into our daily operations. What began as early internal exploration has evolved into a mature, repeatable workflow that enhances how we listen, analyze, design solutions, and communicate with clients. The result is 16+ hours saved per week per knowledge worker, while delivering higher‑quality outcomes. 

That impact comes from integrating AI into nearly every stage of the work process, rather than treating it as a separate step. 

Meetings & Action Items 

Most workflows begin in meetings. Like many folks at ivision, a significant portion of my day is spent collaborating with clients and internal stakeholders. With Copilot enabled, meeting transcripts become a strategic asset rather than a byproduct. During conversations, AI allows real‑time interaction with the transcript by summarizing key points, clarifying requirements, and validating understanding as the discussion unfolds. Instead of focusing on note‑taking, we can focus on listening, asking better questions, and engaging on a deeper level. 

Once a meeting ends, the transcript becomes the foundation for deeper analysis. I begin by summarizing the discussion and identifying themes or trends that surfaced during the conversation. From there, I start exploring potential solutions. Pulling in additional information and resources. I might ask AI whether a proposed approach actually meets the requirements that were discussed or ask it to suggest alternative options that could address the same problem. This iterative process allows me to move quickly from raw conversation to structured thinking around possible architectures or strategies. 

Often, I’ll switch to voice interaction so I can think through a problem out loud. I may pause and ask questions like “Does this make sense based on the requirements?” or “What did that acronym mean?” The conversation becomes similar to having a peer to bounce ideas off of while working toward a practical solution I can take to the next stage. 

Documentation & Deliverables  

Documentation and deliverable creation have also transformed. Rather than starting from a blank page, we guide AI through structured prompts and then refine the output to align with ivision’s standards, voice, and objectives. This allows research and document creation to happen at the same time. Whether outlining deployment options, evaluating tradeoffs, or aligning recommendations to partner guidance, AI accelerates both creation and validation. The role of our teams shifts from manual production to architectural thinking, directing the narrative while AI supports execution. 

Meeting Preparation  

Preparation is another area where AI delivers tangible advantage. Before client conversations, we routinely use AI to simulate discussions by role‑playing both the client and the solution architect. This helps surface likely objections and pressure‑testing responses in advance, allowing teams to walk into meetings better prepared and more confident. This capability consistently strengthens delivery, sales conversations, and executive communications. 

Time Saved  

The productivity gains are substantial. Tasks that once took hours now take minutes. Presentations that previously required half a day to research and draft can often be assembled in under an hour, all without sacrificing quality. On two recent occasions while at the ball field with one of my sons, I glanced at my calendar and realized I had an upcoming client discussion. I picked up my phone and said, “Create a technical discussion guide I can use to walk a client through these three options.” I put my phone down, watched the next inning, and came back to a polished ten slide draft.  

When I was back at my computer, within twenty minutes I had reviewed, validated, branded, and refined the deck. That same task would previously have taken at least half a day for a less polished output. When I presented it, the client’s response was simply, “Wow, that is an amazing deck. I can see you guys know what you are doing. Can I get a copy to share with my boss?” 

Task Time Before AI Time Using AI How AI Helps 
Meeting Notes 30–45 minutes after meetings 5–10 minutes Copilot transcripts automatically capture the discussion and allow quick summarization 
Understanding Client Requirements 30–60 minutes reviewing notes and emails 10–15 minutes AI analyzes transcripts and highlights key themes and requirements 
Solution Exploration 1–2 hours 20–30 minutes AI helps evaluate options, validate approaches, and suggest alternatives 
Presentation Creation 3–4 hours 30–45 minutes AI generates slide outlines, research content, and draft narratives 
Proposal / Document Drafting 3–4 hours 30–90 minutes AI creates structured drafts that are then edited and refined 
Meeting Preparation 30–60 minutes 10–20 minutes AI role plays objections and helps refine positioning 
Content Review and Validation 30 minutes 5 minutes AI reviews for completeness, logic, and requirement alignment 

Ultimately, AI allows ivision teams to spend more time thinking and less time formatting. It turns conversations into insights, insights into solutions, and solutions into polished, client‑ready deliverables. The result is a faster, more flexible, and more consistent workflow. In an environment where speed, precision, and preparedness matter, AI has become a true competitive advantage for ivision and a better way to work. Get in touch with our team to incorporate these principles into your own team and watch your productivity skyrocket.