TEAM SUMMARY
Finance: what the review adds up to
Capacity freed, AI tools and the skills to build — built from each person's plan. The page to show leadership.
Complete — all 4 people have a plan← Back to the plans
By the numbers
Click a card for the detail.
Capacity freed
~1.6 FTE
of 4.0 FTE (41%) · 4 of 4 roles scored
Reinvested in
Supplier relationships and spend analysis · External market analysis · Scenario planning with business leaders · +1 more
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AI tools
1 of 4 use one
In use today: Microsoft Copilot ×1
Adoption gap: 3 people
More than half of their work could be automated or augmented, and they use no AI tool yet.
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Skills to build
8 skills
across 4 people
Benefits advisory ×1Competitor benchmarking ×1+ 6 more
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AI tools: today vs. next
| Microsoft Copilot | Lena Fischer | in use |
| Invoice-capture assistant | Aisha Rahman | planned |
| Market-intelligence assistant | John Smith | planned |