Atlas Mutual Financial

Reports

Adoption is measured by approved workflows moving through the pipeline — not logins or AI usage. Switch to Validated impact or Board Report for more views.

Sales
No blockers
Approved workflows
3
In pilot
2
Manager validated
1
Employees enabled
14
Clinic participation86%
Customer Success
2 governance blockers
Approved workflows
1
In pilot
0
Manager validated
0
Employees enabled
11
Clinic participation72%
Operations
1 governance blocker
Approved workflows
2
In pilot
1
Manager validated
0
Employees enabled
8
Clinic participation68%
Department comparison

Pipeline movement, not usage rankings. We do not rank individuals.

DepartmentApprovedIn pilotManager validatedEmployees enabledClinic participationGovernance blockers
Sales3211486%0
Customer Success1001172%2
Operations210868%1

AI Adoption Readiness Map

Six dimensions that predict whether AI workflows will actually stick.

DepartmentAI FluencyWorkflow ClarityTool AccessGuidelines ConfidenceTeam Lead SupportReady to Ship
Sales
78%
72%
85%
61%
80%
70%
Customer Success
64%
69%
70%
48%
74%
58%
Operations
59%
75%
67%
55%
68%
61%

Insight: Customer Success has strong workflow opportunities but lower guidelines confidence. Confirm data rules before broader rollout.