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Plan AI adoption and growth across teams.

Task-level AI reviews, readiness scores and growth plans roll up to one leadership view, on a platform built for branch scoping and volume.

Executive summary
AI review · Finance operations

Twelve roles reviewed task by task. Reconciliation, reporting and vendor queries carry the highest gain with tools already licensed.

Growth plan
Dev Sharma · Analyst
Digital fluencyStart here
Analytical sensemakingDevelop
Collaborative communicationStrength
Task review
Accounts payable · 14 tasks
Invoice matchingHigh gain
Vendor queriesHigh gain
Approval routingMedium
Audit samplingKeep manual
Readiness index
Organisation · Q3

64 of 100, up 5 this quarter. Field teams are the next focus.

Playbook
Invoice matching with Copilot

Steps, prompts and the check a reviewer runs before posting. Written for the AP team, three pages.

Branch rollup
Readiness by branch
Mumbai HQ71
Pune63
Chennai58

From task review to leadership brief.

Vega AiShift reviews every role task by task, matches high-gain tasks to the tools already in the company, and writes one brief leadership can act on.

Roles
Accounts payable
Financial reporting
Procurement
Customer support
Field sales
Tasks · Accounts payable
Invoice matchingHighCopilot
Vendor queriesHighZendesk AI
Payment schedulingMediumERP rules
Approval routingMediumPower Automate
Exception reviewLowManual
Audit samplingKeepManual
Leadership brief · Finance operations
12 roles · 148 tasks · generated from the review
Where the gain is
31tasks with high gain
4tools already licensed
First steps
  • Roll out invoice matching with Copilot to the AP team, playbook attached.
  • Route vendor queries through Zendesk AI with a reviewer on exceptions.
  • Keep audit sampling manual. Control value outweighs the gain.
Built for the leadership team

Why enterprises run it across teams.

Vendor queries
GainHigh
ToolZendesk AI
ReviewerYes, on exceptions
Task-level, not role-level

Every role is reviewed task by task, so the plan says which work changes and which stays.

Tools already licensed
Microsoft CopilotMatched
Zendesk AIMatched
Power AutomatePartial
Matched to current tools

High-gain tasks are matched to tools the company already pays for before anything new is proposed.

64
Readiness indexQ3
ChangeUp 5
Readiness you can track

Vega FutureReady scores each person on nine competencies and rolls up to one index per quarter.

Dev Sharma · Growth plan
Digital fluencyStart here
MicromoduleAI tools for daily work
Plans people follow

Playbooks and micromodules turn the brief into changed work, one person at a time.

Access
Head officeAll branches
Pune adminPune only
Chennai adminChennai only
Branch scoping built in

Branch admins see their own branch. Head office sees every branch in one view.

Deployment
VegaCap cloudDefault
Private cloudAvailable
On-premiseAvailable
Private and on-premise options

Data residency choices for organisations that need the platform inside their own perimeter.

How the rollout works

From first team to whole organisation in four steps.

1. Review one team

Start with a single function. Vega AiShift maps its roles and tasks and produces the first brief.

  • Roles imported from the org chart or entered by the team
  • Tasks reviewed for gain and matched to licensed tools
  • One brief for the function head
2. Score readiness
3. Hand out plans and playbooks
4. Roll up by branch and quarter
Readiness by team · Q3
Finance66
Operations71
Sales58
Customer support52
Field teams44
Organisation64

What the leadership team receives

One leadership brief with gains, costs and first steps across every reviewed role, written for the people who decide budgets.
Vega AiShift leadership brief
A readiness index per team and per branch, moving quarter by quarter, against a benchmark of comparable organisations.
Vega FutureReady organisation view
A growth plan for every person, with micromodules attached, and a playbook for every task that changes.
Vega FutureReady and Vega AiShift

Review your first team.

Talk to the team about a first function, then roll out by branch.

Talk to the team

Enterprise FAQs

Need more information? Contact the team →

Where is the data hosted?

On VegaCap cloud in Mumbai by default. Private cloud and on-premise deployment are available for organisations that need the platform inside their own perimeter.

Does the AI review need our tool licences?

No. The review lists the tools the company already licenses and matches high-gain tasks to them first. New tools are proposed only where nothing licensed fits.

How do branches stay separate?

Branch admins see only their own branch. Head office sees every branch and the organisation rollup.

How often is readiness measured?

A full assessment per cycle, with short pulse checks between. The index is reported by quarter.