AI enablement workshops · cross-functional by design
One half-day. Ops, engineering, design and leadership at one table — leaving with a shared Automation Guide: what to automate, where the boundaries sit, and who owns every handoff.
Why teams need the room
of cross-functional teams are dysfunctional — missing deadlines, budgets, specs, or alignment with company goals.
Harvard Business Reviewof leaders report high “collaboration drag” — too many meetings and approvals, not enough shared decisions.
Gartner, 2024less likely to hit revenue and profit goals — the cost carried by organizations with high collaboration drag.
Gartner, 2024The deliverable
Not a consultant’s report. A working document your team co-authors in the room — then uses every week after.
The method
A facilitated sequence that turns five functions’ private assumptions into one shared plan.
Chart the process and its handoffs as they actually run — not as the org chart says they do.
Connect every automation candidate to a goal someone in the room is measured on.
Decide together what AI should and shouldn’t touch — quality, risk, and the human judgment that stays.
Name the pressures and compromises, assign owners, set dates. The guide leaves the room finished.
Who sits at the table
Soma works because everyone who touches the process is in the room — the people who set the goals, the people who do the work, and the people who build what replaces it.
Pricing
The fee is small next to the twelve salaries in the room — which is why the session ends in signed decisions, not notes. More than 80% of AI projects fail, led by misalignment on the problem (RAND, 2024); this is the half-day that removes the cause.
The core session. One process, up to 12 people, one finished Automation Guide.
The half day, plus an afternoon of deep mapping — a production-ready guide with pilots scoped.
For partner networks, peer groups and family firms, we’re currently running 45-minute live demos — one handoff from your world, mapped on the board.
Book a demo →Templates, script and boundary cards to run the room yourself.
No — a candidate in mind helps, but it isn’t required. The workshop is where that answer gets made: you bring a process that crosses functions, and the room decides what’s worth automating — and what isn’t.
No. Soma is tool-agnostic. The guide describes decisions and boundaries — whatever you build or buy afterwards has to answer to it.
Everyone the process touches: the lead who owns it, the executive who’s measured on it, the people who do it daily, and whoever would build the automation. Up to 12 for a half day.
Fastest is to book straight from this page — pick a date, or use the “talk first” option for a 20-minute intro call: book a 20-min call →. Prefer email? [email protected].
Nothing is charged on the site. Once your date is confirmed, a 50% deposit locks it in; the balance is due after the workshop. Prefer to be invoiced against a PO, we can accommodate it.
Both. In person is offered in New York only for now — and it’s the stronger format for a first guide. Remote works anywhere, and well for follow-ups and quarterly reviews.
Book a half-day workshop. Leave with the guide your whole team wrote — and will actually follow.
Book a workshop Replies within one business day · Remote anywhere · In person in New York