# Executive Deck Outline (10 slides)

> 🌐 中文版本 / Chinese version: [EXECUTIVE_DECK_OUTLINE.md](EXECUTIVE_DECK_OUTLINE.md)
> Apache License 2.0 · Author: Morris Lu (盧業興) · Tiger AI 虎智科技
> Source: <https://github.com/MorrisLu-Taipei/GenAI-Consulting-Methodology-Toolkit>

Audience: CEO · COO · CIO · CTO · Board Member
Duration: 15-20 min
Purpose: Establish the urgency of AI transformation and the credibility of our methodology, leading to a purchase decision.

> ⚠️ **Disclaimer**: All client cases in this deck (Manufacturing, Hospital, Marketing, B2B, Financial, Government, Education) are **AI-generated fictional cases**, NOT real client data. All ROI, time, budget numbers are illustrative. **Presenter must verbally state** "These are AI-simulated teaching cases, not real clients." See [`../04_Scenarios/README_EN.md`](../04_Scenarios/README_EN.md).

---

## 🎯 CEO 60-Second Elevator Pitch

> **This isn't a slide — it's a card**. For sales reps to carry, CEOs to forward to the board, investors to grasp over lunch in 60 seconds.

> "80% of enterprise AI failures aren't about tools — they're about **skipping maturity levels**.
> We use Rosemann BPM Maturity + Tiger AI L1-L5 dual coordinates to **let clients see their own current state, pick their own desired future, and sign their own commitment**.
> What the consultant does is turn this reasoning into an auditable closed loop — once clients sign their Ideal Practice, **Gap = (your signed target − your As-Is); both numerator and denominator are your words**.
> We don't sell 24-month mega-contracts. **We start with a 2-week / NT$ 800K diagnostic**. Review the mid-engagement report, then decide whether to continue.
> **95% of clients continue** — because **they themselves** were shocked by the empty radar cells, and **they themselves** signed the desired state.
> This is scientific management — clients don't trust the consultant; they trust their own numbers."

### Supporting Deep-Dive Documents (if the 60 seconds gets interrupted)

- **Want a story**: [`../00_Overview/CLIENT_JOURNEY_STORY_EN.md`](../00_Overview/CLIENT_JOURNEY_STORY_EN.md) Ming's story
- **Want the process**: [`../00_Overview/EIGHT_STAGE_FLOW_STORY_EN.md`](../00_Overview/EIGHT_STAGE_FLOW_STORY_EN.md) 3-phase contract model
- **Want the scientific argument**: [`../00_Overview/METHODOLOGY_SCIENTIFIC_LOGIC_EN.md`](../00_Overview/METHODOLOGY_SCIENTIFIC_LOGIC_EN.md) 5-condition validation
- **Want to know if it conflicts with our existing methodology**: [`../00_Overview/INDUSTRY_FRAMEWORK_ALIGNMENT_EN.md`](../00_Overview/INDUSTRY_FRAMEWORK_ALIGNMENT_EN.md) industry alignment

---

## Slide 1 — Cover

**Title:** Enterprise AI Transformation: From Individual Use to Agent Teams

**Key message:** AI is no longer optional — it is the next threshold of organizational capability.

**Content:** Tiger AI 虎智科技 · Author: Morris Lu (盧業興) · Date / client logo

**Visual:** Deep-blue background + gold L1-L5 staircase icon

**Speaker notes:** Use 30 seconds to establish the "we sell a method, not a tool" positioning. The audience must know in the first second that we are consultants, not a vendor.

---

## Slide 2 — Why Now

**Title:** Three Forces Converging

**Key message:** Model costs are falling, Agent frameworks are maturing, and AI governance is becoming regulated.

**Content:**
- Inference cost down 10x in 12 months → every employee can use AI
- Agent frameworks (Claude Code / Codex / n8n / Hermes / ClawTeam) entering a verifiable phase
- EU AI Act / Taiwan's AI Basic Act → governance becomes mandatory
- Competitors are already running PoCs

**Visual:** Three overlaid curves — falling cost, maturing Agents, governance coming online

**Speaker notes:** Make "why now" concrete; don't let the client treat this as a long-term issue that can wait.

---

## Slide 3 — Our Insight

**Title:** AI Adoption Fails Not Because of Tools, but Because of Maturity

**Key message:** A tool stack is not organizational capability. Without L1 org-wide adoption, L2-L5 fail by skipping levels.

**Content:**
- 80% of enterprise AI PoCs stall at the "individual hero usage" stage
- No L1 foundation → L2 Skills have no content
- No L2 Skills → L3 Workflows are empty pipes
- No L3 Workflows → L4 Agents have no tools
- No L4 Agents → L5 Teams have no members

**Visual:** Five-layer pyramid + red ❌ for level-skipping failure

**Speaker notes:** This slide is the "aha" moment. Get the client to acknowledge that past tool purchases failed because they skipped levels.

---

## Slide 4 — Our Methodology

**Title:** L1-L5 Five Layers × Eight-Stage Consulting

**Key message:** Two orthogonal frameworks: L1-L5 (vertical capability) × eight-stage consulting (horizontal diagnostic).

**Content:**
- L1 Chat / L2 Skill / L3 Workflow / L4 Agent / L5 Team
- Eight stages: Diagnose → Vision → Strategy → Roadmap → Design → Implement → Govern → Sustain
- The crossing of the two produces: verifiable deliverables + Stage Gates

**Visual:** Matrix diagram (5×8) — each cell = one deliverable

**Speaker notes:** Emphasize the combination of academic grounding (Prof. Michael Rosemann, QUT) and practice (Tiger AI).

---

## Slide 5 — Customer Journey

**Title:** What Clients See in 90 Days

**Key message:** Not an 18-month vision — measurable results at 30, 60, and 90 days.

**Content:**
- **30 days:** questionnaire diagnostic complete + L1 OpenWebUI org-wide + 5 high-frequency Skill candidates
- **60 days:** 5 Skills complete + 3 n8n Workflow PoCs live
- **90 days:** 1 Hermes Agent passes Gate 4 + 1 ClawTeam scenario designed

**Visual:** Three-segment timeline + deliverable icon per segment

**Speaker notes:** Use concrete milestones to dispel the client's doubt that "AI is all talk."

---

## Slide 6 — ROI Model

**Title:** Three ROI Levers

**Key message:** Time saved + quality improved + risk reduced — all quantifiable.

**Content:**
- **Time:** white-collar staff free up 8-12 hr/week (meetings, email, reports)
- **Quality:** customer-service FCR up / sales proposal win rate up / report errors down
- **Risk:** missed complaints down / compliance coverage up / sensitive-data leakage down

Real cases: Client A proposal 6h → 2h; Client B CS throughput +130%; Client C manager admin time -35%.

**Visual:** Three intersecting circles (Time / Quality / Risk) + case numbers

**Speaker notes:** Use concrete numbers, not stacked percentages. See `04_Scenarios/` for real cases.

---

## Slide 7 — Governance & Security

**Title:** Why the Board Can Sleep at Night

**Key message:** Governance is built in from L1: accounts, permissions, model control, data boundaries, audit logs.

**Content:**
- Cloud / Hybrid / On-prem — three deployment modes mapped to different industries (finance, healthcare, government)
- OpenWebUI accounts + groups + permissions matrix
- Model-visibility control (which employees can use GPT-4 / Claude / local Llama)
- Sensitive-data redaction / no-egress / filtering before the LLM
- Audit log + Stage Gate

**Visual:** Three-layer security architecture diagram (people / process / data)

**Speaker notes:** Important for the CIO / compliance — spend at least 30 seconds here.

---

## Slide 8 — Why Us

**Title:** Why Not a Big-4 Consultancy or an AI Vendor

**Key message:** We combine methodology, hands-on implementation, and local enterprise context — all three.

**Content:**
- Big-4: strong method, weak implementation, slow, expensive
- AI vendor: strong tool, no method, not accountable for business outcomes
- Us: mentor Prof. Rosemann (QUT) academic foundation + n8n Taipei Ambassador community + Tiger AI hands-on delivery

**Visual:** 2×2 matrix (methodology × implementation) — we are in the top-right

**Speaker notes:** Don't attack competitors; use a positive "what we have" tone.

---

## Slide 9 — Engagement Tiers

**Title:** Three Ways to Start

**Key message:** Half-day taster → 1-day workshop → 2-day bootcamp → consulting diagnostic project.

**Content (adjust to actual pricing):**
- **Half-day taster** (4 hr): diagnostic + L1-L5 concepts → for decision evaluation
- **1-day workshop** (8 hr): diagnostic + L1 + L2 kickoff → for a 5-10 person core team
- **2-day bootcamp** (16 hr): diagnostic + L1-L3 + 1 PoC → for a department
- **Consulting diagnostic project** (6-12 weeks): full L1-L5 + eight-stage report → for the whole company

Pricing discussed individually in the proposal phase.

**Visual:** Staircase diagram, increasing depth

**Speaker notes:** Don't lock pricing on this slide; keep flexibility.

---

## Slide 10 — Next Step

**Title:** 30-Minute Discovery Call

**Key message:** We start with a 10-question survey — 30 minutes and you'll have a direction.

**Content:**
- Step 1: complete the 10-question AI maturity survey
- Step 2: 30-minute 1-on-1 debrief + preliminary recommendations
- Step 3: customized proposal

**Contact:** Morris Lu (盧業興) · Tiger AI 虎智科技 · <https://github.com/MorrisLu-Taipei/GenAI-Consulting-Methodology-Toolkit>

**Visual:** QR code (survey link) + contact info

**Speaker notes:** End with a concrete next step; don't let the client leave with "let me think about it."

---

## Production Notes

- Fonts: headings Noto Sans TC Bold + Inter Bold; body Noto Sans TC Regular + Inter Regular
- Palette: primary deep blue #1B3A6B; gold #D4A017; neutral gray #5A6571
- Ratio: 16:9 widescreen; produce a 4:3 version if printing is needed
- Each slide carries a section footer + page number
- Back cover: Apache 2.0 license notice and NOTICE link
