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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