Case Study

AI-Driven Recruitment.

Software company within banking and financial services

Worked as a facilitator and process lead in a cross-functional AI and process optimization initiative focused on improving the recruitment process.

Led the work of analyzing operational workflows, identifying process inefficiencies, and creating alignment between IT, HR, and business stakeholders around how AI could be leveraged to streamline recruitment operations.

Process optimizationChange managementWorkshop facilitationAI strategyNeeds analysis
01 — Context

The Challenge

The organization's IT department had developed an initial proposal for implementing AI within the recruitment process. However, the proposal faced resistance from HR and other business areas, who felt that the suggested solution did not fully address their actual operational needs and workflows.

I was brought in to:

  • assess whether the proposed AI initiative was the right strategic direction,
  • create alignment between departments,
  • identify the core operational problems that needed to be solved,
  • and facilitate the development of solutions for how those challenges could be addressed using AI.

The challenge was not only technical — it also involved change management, communication, and creating shared ownership around a future solution.

The project involved
IT leadership and development teams
HR and recruitment specialists
Business and operational managers
Product and development stakeholders
CIO and executive leadership
02 — Project Goals

Defining direction

Map and analyze the current recruitment workflow
Identify bottlenecks and manual processes
Understand operational needs and pain points
Explore where AI could create the greatest business value
Build alignment between IT and business stakeholders
Develop AI-driven process optimization concepts
Ensure organizational support and stakeholder buy-in
03 — Direction & approach

A five-week sprint

Sprint structure — objectives, problems, research and solutions.
Sprint structure: objectives, problem framing, research and joint solution design.

Following an initial assessment, I proposed structuring the initiative as a five-week sprint focused on four key areas.

It was important that the process remained exploratory and collaborative — the objective was not to validate the IT department's original proposal, but to identify the solution that would create the greatest value for the organization.

1Align on objectives and desired outcomes
2Map and analyze workflows and operational processes
3Identify which problems should be addressed using AI
4Jointly define potential solutions and priorities
04 — Workflow analysis

Understanding the business in depth

Process mapping and workflow analysis from workshops.
Process mapping and workflow analysis from cross-functional workshops.

Designed and facilitated workshops and individual interviews involving participants from multiple parts of the organization. Approximately ten stakeholders participated from a range of functions.

The workshops also increased cross-functional understanding by giving participants visibility into each other's workflows, priorities, and operational challenges.

Participating functions
IT and software developmentHR and recruitmentBusiness operations and managementProduct and delivery teams
Areas analyzed
  • current workflows
  • manual and repetitive tasks
  • bottlenecks
  • communication challenges
  • areas where AI and automation could improve efficiency
05 — Cross-functional alignment

Designing solutions together

Following the analysis phase, I synthesized findings and facilitated collaborative workshops where IT teams and business stakeholders explored potential solutions together.

Participants were divided into smaller groups to brainstorm AI concepts and improvement initiatives connected to identified problem areas. Each group presented its proposals, and together the organization aligned on a shared direction that combined the strengths of multiple ideas.

Stronger trust between departments
Improved understanding of operational needs
Greater acceptance of technical solutions
06 — Results

Anchored decisions

Design Thinking and product design workshop — process and decision points.
Design Thinking workshop that led to shared decisions.
Shared alignment around priorities and operational challenges
Improved collaboration between IT and business teams
Identification of concrete AI use cases within recruitment
Stronger organizational readiness for future AI initiatives
A jointly developed proposal for future implementation

When the final proposal was presented to leadership, the initiative already had strong organizational support because both business and IT stakeholders had actively contributed to shaping the solution.

From a tech proposal to shared ownership.
07 — My contribution
Workshop facilitation

Facilitated cross-functional workshops and working sessions.

Workflow analysis

Designed and led workflow and operational needs analyses.

Sprint planning

Structured sprint planning and collaboration processes.

Moderation

Moderated discussions between IT, HR, and business stakeholders.

Opportunity Identification

Synthesized insights and identified improvement opportunities.

AI solution support

Supported development of AI-related solution concepts.

Change management

Contributed to organizational alignment and change management.