AI Transformation Office · 2026

Everyday
AI

Everyday AI Playbook

A strategic guide for AI adoption, enablement, and cultural change at Haworth — built around people, not technology.

Our Vision

AI that amplifies
every member

AI at Haworth is not about replacing people. It is about enabling them — putting members at the center of every decision we make.

01

People First

Every member has access to AI tools that amplify their craftsmanship and make their work more meaningful.

02

Natural Integration

AI is embedded naturally into daily workflows — not as a separate initiative, but as part of how we work.

Three Lanes of AI
Lane 01
Everyday AI
Enhances individual daily workflows via tools like Copilot, Claude, and Gemini. Available to all members for personal productivity.
Lane 02
Expert AI
Supports department-specific workflows and collaborative roles. May require paid licenses with case-by-case approval.
Lane 03
Enterprise AI
Embedded in broad, stable enterprise platforms and workflows that rarely change, such as payroll and ERP systems.
Annual Goals

Five goals. One direction.

Everything we do this year maps to one of these five strategic goals. They are specific, measurable, achievable, relevant, and time-bound.

1
🧭
Change Management
Build a member-centered AI narrative that reduces fear and drives engagement
By end of year, launch and maintain a consistent AI communications strategy across Insight AI and Viva Engage, including a defined content cadence and a clear voice-of-authority model.
Launch bite-snack-meal content cadence and recurring AI Delights series
Establish voice-of-authority model assigning topic ownership across channels
Position Isadora Godley as recognized internal AI thought leader
Measured by: Cadence adherence and member engagement metrics across Insight AI and Viva Engage
2
🚀
Copilot Adoption
Drive broad Microsoft 365 Copilot adoption through licensing, training, and governance
By end of year, establish the structure for acquiring and managing Copilot licenses, launch a structured AI training progression, and integrate achievements into the Haworth pin program.
Define licensing model — who gets licenses, in what order, and at what cost
Launch AI 101, 201, and 301 training with day-long intermediate class
Establish centers of excellence in key functional areas
Measured by: Defined licensing model, training completion rates, and active Copilot usage
3
⚙️
Copilot Enablement
Stand up Copilot Studio agent capabilities with the right technical team and governance
By Q3, identify and onboard IS technical SMEs, establish a governance framework, and configure Copilot Studio with foundational agent capabilities including triggers, prompting, and integrations.
Identify and onboard IS SMEs with Copilot Studio expertise
Establish RACI, security standards, and data access policies
Deploy first functional agents including Insight AI site agent
Measured by: Number of functional agents deployed and governance documentation completed by Q3
4
🤝
Dealer Enablement Strategy
Develop the strategy that will enable dealers to work with Haworth in an AI-enabled way
By end of year, conduct dealer surveys and listening sessions to map current workflows and needs, validate primary touchpoints, and produce a documented AI enablement strategy.
Survey dealers on AI needs, daily workflows, and pain points
Validate primary dealer touchpoints (e.g., my Haworth) as focal points
Produce documented dealer AI enablement strategy with implementation roadmap
Measured by: Research complete by Q3; finalized strategy document delivered by Q4
5
Operational Efficiency
Identify and communicate high-impact opportunities to reduce manual processes and increase member productivity
By end of year, conduct structured listening sessions and kaizens across a minimum of three functional areas, document findings in a prioritized opportunity map, and present recommendations to leadership.
Conduct focused kaizens with HMS team across minimum three functional areas
Document findings in a prioritized automation opportunity map
Formally present recommendations to leadership and HMS
Measured by: Sessions completed, opportunities identified, and recommendations formally presented
Communications Strategy

Content that meets members
where they are

Our communications strategy is a change management strategy first. We use a tiered content model, designated voices, and a consistent rhythm to normalize AI across the organization.

🥄
Tier 01
Bite
Quick, scannable content — a single insight, tip, or win. Designed for the busy member scrolling Viva Engage.
→ AI Delights post highlighting a member's Copilot shortcut
🥪
Tier 02
Snack
Short-form article or spotlight — 3 to 5 minutes of reading. Builds knowledge and shares stories.
→ Copilot Agent Spotlight article on Insight AI
🍽️
Tier 03
Meal
Deep-dive campaign or structured learning — 15+ minutes. Builds lasting capability and fluency.
→ AI 101 training module or full campaign series
Content Channels
🏠
Insight AI (SharePoint)
Primary resource hub — strategy, training, tools, governance, AI wins, and best practices
💬
Viva Engage
Community engagement, AI Delights series, peer sharing, quick bites, and grassroots conversations
📚
Viva Learning
Training delivery, M365 Copilot playlists, AI 101/201/301 progression, multilingual content
📬
Email / Hometown
Major announcements, milestones, and leadership communications requiring broad reach
Copilot Adoption

A clear path from
awareness to mastery

Our three-level AI training progression meets members at every stage of their journey — from first awareness through advanced agent use.

101
Level 1
Introduction to AI at Haworth
All members. Self-paced. Builds foundational AI literacy and Copilot awareness.
All Members
201
Level 2
Working Effectively with Copilot
Intermediate users. Deeper Copilot skills across the M365 suite, plus an introduction to Copilot agents and real-world use cases.
Intermediate
301
Level 3
Advanced Copilot & Agent Use
Power users. Focused on creating Copilot agents and triggers. Targeted to enthusiasts who want to build, not just use, AI.
Power Users
Member Personas

Meeting every member
where they are

Not every member will approach AI the same way. We use persona-based thinking to tailor communications, training, and support.

The Enthusiast
Early adopter. Give them advanced access, Copilot Agent Spotlight content, and a role in the CoE. They become our champions.
🤔
The Curious Skeptic
Interested but cautious. Use relatable stories, AI Wins, and peer examples. Humor and empathy go a long way.
🎯
The Practical Professional
Task-focused. Show them exactly how AI saves time on their specific job. Quick wins and workflow-specific tips work best.
💙
The Concerned Member
Worried about job security or complexity. Lead with the member-centered narrative. Be transparent, human, and consistent.
🌱
The Uninitiated
Not yet aware of what AI can do for them. Bite-sized content via Viva Engage. Keep it simple and non-threatening.
🚧
The Resistor
Actively skeptical or opposed. Don't push — listen. Understand root concerns (control, complexity, relevance) and address them directly through trusted peers and transparent communication.
Measurement

How we'll know
it's working

We track progress against each goal using a combination of quantitative metrics and qualitative signals — reviewed quarterly.

Adoption Timeline — Copilot Rollout
Goal Progress by Category
Goal Key Metrics Target
Change Management Content cadence adherence, Viva Engage engagement, member sentiment Weekly cadence maintained; positive engagement trend by Q2
Copilot Adoption Licenses deployed, training completions, active users, pin program participants Licensing model by Q2; CoE in each major area by Q4
Copilot Enablement Agents deployed, governance docs completed, SMEs onboarded 1+ functional agent live; full RACI documented by Q3
Dealer Enablement Strategy Surveys completed, listening sessions held, strategy doc delivered Research complete by Q3; strategy document by Q4
Operational Efficiency Listening sessions held, opportunities documented, recommendations presented Min. 3 areas covered; opportunity map presented to leadership
Dealer Enablement

Making Haworth the
most intelligent partner

Our goal is to ensure every interaction dealers have with Haworth is AI-enabled — making us the easiest, most capable partner in the industry.

Year 1 Roadmap
Q1
Discovery
Dealer Surveys & Listening
Survey dealers on AI needs, daily workflows, and pain points. Identify where information is hardest to find.
Q2
Validation
Touchpoint Analysis
Validate primary dealer touchpoints (my Haworth and others) — confirm where to focus AI support efforts.
Q3
Quick Wins
Early AI Support
Make product specs, dimensions, and support answers readily accessible via AI on validated platforms.
Q4
Deliverable
Enablement Strategy Document
Documented strategy with research findings, prioritized use cases, and a Year 2 implementation roadmap.
What We're Building Toward
Dealers working with Haworth in an AI-enabled way

This year is about building the foundation — understanding what dealers need and designing the strategy. Execution follows in Year 2.

📋
Information on Demand
Product specs, dimensions, and support answers instantly accessible — no more calls to find basic info.
🤖
AI-Powered Workflows
The work dealers do with Haworth — specifying, ordering, supporting — becomes AI-assisted and effortless.
Operational Efficiency

Identify. Document.
Communicate.

We listen first, then recommend. Our approach to operational efficiency is grounded in HMS principles — focused, time-boxed sessions that produce insight, not immediate project execution.

👂
Step 01
Listen
Conduct focused kaizens and listening sessions across a minimum of three functional areas. Partner with HMS to structure sessions using continuous improvement principles.
🗺️
Step 02
Map
Document findings in a prioritized automation opportunity map. Categorize by effort and impact — short-term quick wins, medium-term investments, and long-term data readiness.
📢
Step 03
Communicate
Present prioritized recommendations to leadership and HMS. The outcome is recognition of what work needs to be done — not committing to doing all of it immediately.
What We're Looking For
📊
High-volume manual data entry
e.g. HR manually reviewing value streams field by field
🔗
Fragmented data across systems
Information living in multiple disconnected places
Slow access or approval workflows
e.g. SAP access taking up to 10 days for plant workers
🔄
Repetitive, rules-based tasks
Role-based permission assignments done by hand across the business

Haworth AI Transformation

Keep exploring
the Hub.

Everything you need to understand, adopt, and champion AI at Haworth — strategy, training, playbooks, and tools — lives in one place.