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Case study

A sovereign wealth fund

Sovereign WealthWorkforce analysisCase studyMay 2026

The fund's Human Capital function came to us with a clear ask: apply AI and workforce analytics to the team's work, translate role-level activity into a quantified view of where AI could lift productivity, and turn that view into a prioritised set of recommendations.

The engagement

Six weeks of analysis, sequenced across several months and designed to take no more than a day of each stakeholder's time. The unit of analysis was the role; the unit of action was the task.

What we did

  • Harmonised 20 job descriptions into a single task model
  • Decomposed each task into discrete actions and scored them against four AI capabilities
  • Validated the model with the fund's team and folded their feedback back through the analysis
  • Built deliverable tracks from the same evidence base: use cases for employees and a vendor shortlist for procurement

What they took away

  • A prioritised evidence base for where to deploy AI first
  • Role-level automation profiles and a task-level heatmap
  • 60 use cases — three per role, anchored to each role's top three tasks. Each is a workflow loop with step-by-step guidance and ready prompts an employee can run today
  • A scored vendor shortlist — 150 AI products evaluated against the function's work, top 20 recommended for targeted procurement discovery
  • A single skills taxonomy of 295 skills across the cohort, usable across both AI prioritisation and mobility planning

In numbers

20roles analysed
164tasks, 702 actions scored
60use cases — three per role
150vendors evaluated, top 20 recommended
295skills mapped across the cohort
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