AI Data Management and Analytics 

At 2Oaks, we focus on the human side of AI transformation, the factor that determines whether AI investments deliver sustained value or become shelfware. Recent research shows fewer than four in ten enterprise AI licences become active users, and fewer than one in nine organizations have AI running in production at scale. Our service is built to close both gaps. 

Key Components of Our Service

  • People are what make technology investments succeed, not the other way around. Our team will: 

    • Identify and train an AI Champions network for peer-level adoption support 

    • Design role-specific enablement programs that reflect how each function works 

    • Establish an AI Council with IT, security, legal, risk, and business representation 

  • AI changes how work gets done, which means the workflow has to change too. We help: 

    • Identify high-value workflows where AI demonstrably reduces cycle time or cognitive load 

    • Redesign processes, approvals, and handoffs so AI integrates with existing controls 

    • Address resistance honestly, since pretending AI will not change roles erodes trust 

  • Effective communication builds understanding and reduces resistance. Our experts will: 

    • Develop phased communication plans that sequence announcements, training, and support 

    • Equip executive sponsors with real success stories from your own pilots 

    • Establish feedback mechanisms that capture real user experience 

  • Long-term success requires ongoing attention and the ability to prove ROI. We help: 

    • Establish AI governance covering acceptable use, data protection, and agent lifecycle 

    • Track the metrics that matter: activation, retention, time saved, and business outcomes 

    • Provide ongoing advisory support as your organization's AI maturity evolves 

Partner with 2Oaks to ensure your AI investments deliver sustained, measurable value, with teams ready to use the capabilities you have funded. 

Insights from our 2Oaks Team

Featured
GOVERNANCE BEFORE ACCELERATION: HOW NORTHERN CREDIT UNION IS BUILDING AI THAT LASTS
Artificial Intelligence
GOVERNANCE BEFORE ACCELERATION: HOW NORTHERN CREDIT UNION IS BUILDING AI THAT LASTS
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If AI innovation scales faster than our guardrails, that’s a recipe for risk." In this edition of the 2Oaks CIO Spotlight Series, Dr. Marry Gunaratnam, SVP of IT at Northern Credit Union, challenges the industry's "rush to deploy." From conducting deep AI maturity assessments to fighting "shadow AI" through enterprise-wide literacy, Northern is proving that the secret to moving fast in the future is building a rock-solid governance foundation today. Discover how they are redefining competition—moving beyond the "Big Six" to compete with the seamless experiences of fintechs—while ensuring every AI initiative is built on a philosophy of security by default and privacy by design.

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Artificial Intelligence
BUILDING AI THAT WORKS: HOW LIBRO CREDIT UNION IS LEARNING TO SEPARATE HYPE FROM REALITY
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BUILDING AI THAT WORKS: HOW LIBRO CREDIT UNION IS LEARNING TO SEPARATE HYPE FROM REALITY
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"Is your AI guessing?" It’s a question that keeps many technology leaders up at night, and for Chris Palmer, CITO of Libro Credit Union, the answer depends entirely on your data. With industry reports suggesting that 95% of AI pilots fail to deliver ROI, Libro is taking a different path—one that prioritizes augmentation over automation and data preparation over marketing hype. From using AI to fight "the evil side" of fraud to reimagining digital banking as a conversation, explore how Libro is building a foundation of governance and quality data to ensure their AI journey delivers real value for members and staff alike.

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Artificial Intelligence
SLOWING DOWN TO SPEED UP: HOW UNI FINANCIAL IS BUILDING AI FOUNDATIONS THAT MATTER
Artificial Intelligence
SLOWING DOWN TO SPEED UP: HOW UNI FINANCIAL IS BUILDING AI FOUNDATIONS THAT MATTER
Artificial Intelligence

In an industry obsessed with speed, UNI Financial is doing something radical: they are slowing down. CIO Tyson Johnson has watched other institutions rush headlong into AI deployments, only to stumble. Instead of chasing immediate productivity gains, Johnson is leading UNI Financial through the unglamorous but essential work of "level-setting"—building a common language around AI, strengthening data foundations, and establishing robust governance frameworks. Discover why the path to sustainable AI success starts with a breath, a pause, and a commitment to getting the fundamentals right before leaping into the journey.

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Artificial Intelligence

AI Adoption and Organizational Change Technical Brief

  • At 2Oaks Consulting, we focus on the human side of AI transformation, which is the factor that determines whether AI investments deliver sustained value or become shelfware. The data is sobering: only about 36% of Microsoft 365 Copilot licences convert to active users, and fewer than one in nine enterprises have AI agents operating in production at scale. Our AI Adoption and Organizational Change service is built to close both gaps, using Microsoft's Copilot Control System, Viva Copilot Dashboard, Microsoft Purview, and a structured change-management approach that treats adoption as a program rather than an announcement. 

  • AI changes how work gets done, which means the workflow, not the technology, is what has to change. We help: 

    • Identify high-value workflows where Copilot, custom agents, or Microsoft 365 agents can demonstrably reduce cycle time or cognitive load, and the workflows where AI adds friction rather than lift 

    • Redesign affected processes, approvals, and handoffs so AI output integrates cleanly with existing quality controls, audit trails, and regulatory obligations 

    • Address resistance honestly. AI will change how some roles look, and pretending otherwise erodes trust faster than any other misstep 

  • Effective communication builds understanding and reduces resistance. Our experts will: 

    • Develop phased communication plans that sequence announcements, licence provisioning, training, and support, avoiding the big-bang rollouts that overwhelm support desks and create lasting negative impressions 

    • Equip executive sponsors with real success stories and measurable outcomes from their own organization's pilots, not generic Microsoft demos 

    • Establish feedback mechanisms (surveys, champion check-ins, Viva Engage communities) that capture real user experience and feed it back into the program 

  • Long-term success requires ongoing attention, refinement, and the ability to prove ROI to the CFO. We help: 

    • Establish AI governance frameworks covering acceptable use, data-access controls via Microsoft Purview sensitivity labels and DSPM for AI, Copilot Studio agent approval workflows, and lifecycle management for agents built by individuals or teams 

    • Define and track the metrics that matter: Copilot activation and retention rates by group, time saved per user, agent task completion rates, and business KPI shifts, using the Microsoft 365 Copilot Dashboard in Viva, the Admin Center readiness reporting, and the Copilot Business Impact Report 

    • Provide ongoing advisory support as your organization's AI maturity evolves, expanding from Microsoft 365 Copilot to custom agents and on to multi-agent orchestration through Microsoft Foundry 

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