The AI Readiness Workshop
A free, one-hour virtual session for executives, run by Pierangelo Calanna, Founder & CEO, in UK time. You leave with a prioritised shortlist, a readiness view and a recommended first step you can take to your leadership team.
No cost and no obligation
An executive session in UK time. We’ll confirm a time that suits you.
Run by Pierangelo Calanna, Founder & CEO — not a sales pitch
Three steps. One hour that justifies the next move. Built so you can take the shortlist and the recommended first step to your leadership team.
Short scoping call
So the hour is spent on your workflows, not on introductions.
1 hour, virtual
An executive session with Pierangelo Calanna, Founder & CEO, in UK time.
Written summary and first step
Findings in writing, ready to share internally.
One department, not fifty use cases. Where agents would change cost, speed or quality, and whether your data and systems are ready.
Where agents would move the P&L
We look at finance, operations, customer service or compliance and where agents would change cost, speed or quality.
Data, systems and context-layer readiness
How ready your ERP, case management, CRM, email and spreadsheets are to feed governed context to agents, against the three layers.
Governance and regulatory fit
How GDPR, the EU AI Act, ISO/IEC 42001 and any sector rules you answer to shape what an agent may do, and where a person must stay in the loop.
Shadow-mode suitability
Which case types could run in shadow mode first, and what the business owner would need to see before switching on straight-through processing.
Who it is for: executives who own an AI agenda—CIOs, CTOs, COOs and the heads of finance, operations, customer service and compliance—whether you are choosing where agents go first or working out why a pilot has stalled.
Yours to keep. Free, with no obligation. Built so you can justify the next step internally.
A short scoping call
So the hour is spent on your workflows, not on introductions.
Prioritised use cases
Ranked by value, feasibility and risk—for example invoice exceptions, customer-service cases, compliance checks.
Readiness view
Where you stand on the context layer, shared components and department agents.
Recommended first step
A practical roadmap starting from one workflow, plus a written summary afterwards.
Same workshop. Your systems and rules. Ask for the insurance, financial services or logistics edition when you book.
Who it is for. Executives who own an AI agenda across finance, operations, customer service and compliance.
Where agents move the P&L
Finance, operations, customer service or compliance—one department, and where agents would change cost, speed or quality.
Context-layer readiness
ERP, case management, CRM, email and spreadsheets feeding governed context to agents.
Governance fit
GDPR, the EU AI Act, ISO/IEC 42001 and any sector rules you answer to.
Shadow-mode first
Which case types could run alongside your team before any straight-through processing.
Who it is for. Insurance executives: CIOs, CTOs, COOs, claims and underwriting directors, and the heads of pricing, delegated-authority operations and complaints at UK and European insurers and MGAs.
Where agents move the P&L
Claims, underwriting, bordereaux and delegated-authority operations, pricing or complaints.
Context-layer readiness
Policy administration, claims platform, CRM, bordereaux files and spreadsheets.
Governance fit
Consumer Duty, SM&CR, the EU AI Act (including life and health pricing), DORA, GDPR and Lloyd’s expectations where they apply.
Shadow-mode first
Which claim or risk types could run in shadow mode, and what handlers, underwriters and senior managers would need to see.
Example shortlist items: claims exceptions, submission triage, bordereaux reconciliation. Related reading: Consumer Duty and AI in insurance claims and Claim It Quick.
Who it is for. Executives at banks, lenders, payments firms and wealth managers: CIOs, CTOs, COOs, CROs, and the heads of financial crime, credit, payments operations and customer outcomes.
Where agents move the P&L
KYC and AML, credit, payments operations, complaints and disputes, regulatory reporting or wealth operations.
Context-layer readiness
Core banking, payments hubs, CRM, case management and spreadsheets.
Governance fit
PRA SS1/23 model risk, Consumer Duty, SM&CR, DORA, the EU AI Act (creditworthiness is high-risk) and GDPR.
Shadow-mode first
Which case types could run in shadow mode, and what validators and the accountable senior manager would need to see.
Example shortlist items: KYC periodic reviews, payment exceptions, complaints.
Who it is for. Executives at freight forwarders, carriers, 3PLs and shippers: CIOs, CTOs, COOs, and the heads of pricing, customs, freight audit, finance and customer service.
Where agents move the P&L
Quoting and spot pricing, booking intake, customs documentation, freight audit or exceptions and claims.
Context-layer readiness
TMS, carrier portals, customs systems, email and spreadsheets.
Governance fit
Customs and trade compliance, NIS2, GDPR, the EU AI Act and your carrier and customer contracts.
Shadow-mode first
Which shipment or case types could run in shadow mode, and what coordinators and auditors would need to see.
Example shortlist items: booking intake, freight audit, customs documentation.
Free, with no obligation. Built so you can justify the next step internally: the shortlist, the readiness view and the recommended first step are yours to keep.
Questions we get before the scoping call. Straight answers so you know what you are walking into.
Who is the AI Readiness Workshop for?
Executives who own an AI agenda: CIOs, CTOs, COOs and the heads of finance, operations, customer service and compliance, whether you are choosing where agents go first or working out why a pilot has stalled. Sector editions cover insurance, financial services and logistics.
Is the workshop really free?
Yes. There is no cost and no obligation. The shortlist, readiness view and recommended first step are yours to keep.
How long is the session and how is it delivered?
It is a one-hour virtual executive session in UK time. We’ll confirm a time that suits you. A short scoping call beforehand means the hour is spent on your workflows, not on introductions.
Who runs the session?
Pierangelo Calanna, Founder & CEO of Data Hatch, runs the workshops himself, in UK time.
What do we cover in the hour?
Where agents would move the P&L in one department; data, systems and context-layer readiness against the three layers; governance and regulatory fit; and which case types could run in shadow mode first.
What do we receive afterwards?
A prioritised shortlist of use cases, an architecture readiness view, a recommended first step you can take to your leadership team, and a written summary of the findings.
Do you have sector-specific versions?
Yes. Alongside the cross-industry session there are insurance, financial services and logistics variants that use the systems and regulations those desks answer to. Ask for the edition that fits when you book.
How do we book?
Use the form below or email sales@datahatch.ai. We’ll confirm a time that suits you for the scoping call and the workshop (UK time).
One hour with the founder. A prioritised shortlist and a first step.
Tell us which department you would start with. We’ll confirm a time that suits you for the scoping call and the workshop (UK time).
01 Short scoping call on your workflows
02 One-hour virtual session with Pierangelo Calanna, Founder & CEO (UK time)
03 Written summary and recommended first step