Four demos on the client's own data, nine days out
The closing session of an FY27 planning offsite, built from first discovery call to the room in nine days.
- Services
- Executive offsite
- Period
- Apr 2026
- Session
- Two hours, closing slot of a two-day FY27 planning offsite
The last slot of a two-day strategy offsite
Golf Australia is the national governing body for golf. It has no chief technology officer and no internal technology team. AI use across the organisation was individual and ad hoc, with no policy, no guidelines and no shared platform.
The general managers were meeting for two days to plan the next financial year. The AI session was the final item on the agenda. The chief financial officer had already ruled out a keynote. She wanted practical understanding rather than theoretical education, and Stratum was one of two vendors considered.
Interview first, build second, present last
The usual order was inverted. Before writing a slide, we interviewed the executives about the work that annoyed them, took their own material away, and rebuilt it as something that ran.
Two one-hour discovery sessions covered the places-to-play function and corporate services. Attendees were asked to bring two or three workflows that felt manual or clunky. They supplied a set of their own Australian Open supplier invoices, a written walkthrough of how club and venue communications actually get sent, and their club data. One internal-facing and one external-facing workflow were agreed the same day; field staff enablement was parked in writing rather than half-covered.
Four demonstrations and a deck
Each demonstration was shown as a pair: the workflow as it runs today, then the same workflow rebuilt. The claim on each pair was what had been demonstrated in the room, not a measured saving.
- Invoices
- Their own event invoices read from a folder into a consistent workbook, then an interactive dashboard over it with drill-down by supplier and plain-language querying.
- Communications
- Contact data cleaned and segmented, feeding a purpose-built, golf-branded campaign application in place of the off-the-shelf mail tool. The cleaning ran on a club dataset built to match the shape of their own extract.
- Contracts
- A reusable skill that reads a partner email, checks and updates the CRM, and drafts the contract from the structure the organisation already uses.
- Club visits
- A concept mobile tool for field staff: peer benchmarks per club, suggested next actions, and the conversation captured in the meeting.
- Deck
- Twenty-nine slides built as a web deck in their brand, including a maturity benchmark scored from public disclosures and labelled on the slide as illustrative.
What the session produced
From the first discovery interview to standing up in the room.
Demonstrations built on the organisation's own invoices, communications process and club data, rather than generic examples.
One participant did not wait for the session. After the demo review he built his own email triage workflow over the weekend and reported it back unprompted.
Golf Australia leaders received the deck, the resources and a written reflection after the session.
This was a two-hour session, not an implementation. No adoption, hours saved or cycle time inside Golf Australia has been measured, and nothing here should be read as a business outcome.
I got it to integrate with email and then I started forwarding emails to that address and I just wrote 'file this' and 'add another tab in the spreadsheet', and then it came back and said 'I've picked up that you're writing messages — would you like me to update the workflow so that if I see this prompt I do X.' It was like having a smart employee.
Have a problem shaped like this one?
Fixed-scope discovery to start.
Strata: Bernd Dittrich — Unsplash
