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52 guided practice cases

Practice with decisions that look like real work

Use evidence, respect constraints and explain the logic behind your recommendation.

Trace invoice corrections to a new intake path

A shared-service team sees supplier invoice corrections rise after a new digital intake route launches. Leaders propose retraining all processors, while manual rework hides the channel pattern.

Professional ServicesIntermediate30 min

Explain why support backlog rebounds after overtime

A software support team repeatedly uses overtime when backlog rises. Backlog falls for two weeks, rebounds higher, and attrition rises three months later. Leaders plan another overtime campaign.

TechnologyAdvanced35 min

Diagnose adoption of an AI-assisted field-service workflow

A maintenance company has launched a mobile workflow that uses an AI assistant to propose inspection steps. Training and account activation are high, but correct use differs sharply by role, connectivity and exception type.

TechnologyAdvanced32 min

Improve a Customer Onboarding Value Stream

A B2B software provider needs a median of 12 working days to activate a standard customer although active work totals about nine hours. Leaders propose AI-generated onboarding documents, while teams report incomplete hand-offs, batching and exception overload.

SoftwareAdvanced28 min

Organise a Multilingual Service-Desk Knowledge Base

Agents search three folders, a wiki and personal notes during customer calls. Two obsolete refund instructions remain discoverable, while the approved escalation form is known mainly to senior staff.

Customer ServiceIntermediate22 min

Redesign a Slow Proposal Workflow

A consultancy needs ten days to prepare a proposal. Leaders jump to an AI writer, but rework data points to vague scope, repeated standard text, late price checks and unclear approval ranges.

Professional ServicesBeginner20 min

Select a Customer-Service Platform

A logistics firm is choosing among three service platforms. All claim strong routing and accessibility. The current favourite leads a draft matrix because vendor demonstrations were scored as production evidence.

LogisticsAdvanced26 min

Benchmark Proposal Turnaround Without Copying

A design consultancy takes nine working days from approved brief to authorised proposal. A vendor claims top performers deliver in 48 hours, and one internal office reports four days using more standardised service packages.

Professional ServicesIntermediate24 min

Separate an AI service incident from its innovation portfolio

A regional insurer is launching an AI-assisted claims service. A duplicate-payment defect is active, an integration latency problem has several technical explanations, customer response to new explanations is uncertain, and password resets follow a validated procedure.

FinanceAdvanced30 min

Choose a Support Automation Operating Model

A subscription software company must choose how to automate first-line support. The options are a vendor-managed agent, an internally configured agent on an approved platform, or an agent-assist-only design. The steering group has mixed mandatory controls with desirable benefits.

Customer ServiceIntermediate24 min

Rank an AI Automation Backlog

A services firm can run one AI pilot next quarter. Four opportunities remain after compliance screening: proposal drafting, invoice exception triage, meeting-note extraction and knowledge-base maintenance. Stakeholders keep switching between value, ease and personal preference.

Professional ServicesBeginner18 min

Forecast Autonomous Claims Handling

An insurer needs a planning range for the share of low-value claims that could be handled autonomously in three years without exceeding its error and complaint thresholds. Internal data is incomplete and expertise is distributed across claims, fraud, compliance, data science and customer advocacy.

InsuranceAdvanced26 min

Set Participation Rights for AI Refund Decisions

An ecommerce company is defining who should participate when an AI service recommends changing refund thresholds. The customer-operations director owns the policy, but finance, fraud, legal, support agents and the model team hold different information and will carry out the change.

EcommerceIntermediate21 min

Stress-Test a CRM Agent Deployment

A business-to-business software company plans to let a CRM agent enrich leads, draft follow-ups and schedule approved messages. The happy path is documented, but launch approval requires explicit contingency branches for credible failures.

Technology ProductIntermediate22 min

Decision Room: Protect the Choice Under Time Pressure

NordForge Industrial Group manufactures industrial equipment at three sites. Over six months, OTIF fell from 94% to 87%, delays affected the three largest customers, urgent cross-functional escalations rose by 42%, and average response to a material deviation reached 2.4 days. A review of 120 delayed orders found that the largest time loss occurs at two cross-functional handoffs in 68% of cases. No single end-to-end owner exists. You must recommend a justified level of intervention without hiding uncertainty.

Industrial ManufacturingAdvanced30 min

Should Northstar Enter the Clinic Market?

Northstar sells scheduling software to independent salons and is considering multi-location outpatient clinics. Leadership has prepared a broad expansion proposal but has not translated its evidence into strategic choices.

Technology ProductBeginner18 min

Refill Retail Under External Change

LoopMart operates 35 urban convenience stores and is considering refill stations for household products. The investment has a five-year life and depends on regulation, customer adoption and equipment economics.

RetailBeginner17 min

Can a Last-Mile Platform Earn Attractive Margins?

RelayNow is evaluating a software-enabled marketplace connecting retailers with local delivery fleets. Demand is growing, but current platforms report weak margins.

LogisticsIntermediate22 min

Four Growth Directions for Field & Fork

Field & Fork sells premium chilled meals through supermarkets in one country. Growth has slowed, and management has proposed eight initiatives without distinguishing the source of growth.

RetailBeginner16 min

Allocate Capital Across a Software Portfolio

A software group owns four products competing for next year’s investment budget. Management has assigned quadrant labels but has not validated the calculations or cross-product value.

Technology ProductIntermediate20 min

A Warehouse Investment Across Four Futures

TransNova is considering a €45m automated warehouse with a 15-year life. The decision depends on labour availability and cross-border trade friction, both of which are highly uncertain.

LogisticsIntermediate24 min

Customer Complaints Increased by 35%

A scheduling platform received 35% more reminder complaints in May. Support leaders propose retraining agents, while engineering suspects a release defect.

Customer ServiceBeginner22 min

Why Did the Orders Miss Dispatch?

Thirty-two priority orders missed the 17:00 dispatch cut-off at one distribution centre. The supervisor says the picker was too slow.

LogisticsBeginner14 min

Map the Causes of Coating Defects

A metal-parts plant saw coating defects rise from 2.1% to 5.4% on Line 3 over six weeks. The plant manager believes the new operators are responsible.

ManufacturingBeginner18 min

Where Should the Contact Centre Focus?

A contact centre must reduce complaint-handling workload by 20%. Managers disagree whether to prioritise the most frequent issue or the issue with the highest handling cost.

Customer ServiceBeginner16 min

Who Holds the Power in Compliance Automation?

A 70-person automation consultancy is considering a €1.2m product investment for regulated claims operations. Leadership calls the market attractive because demand is growing, but sales, delivery and finance use different market definitions. A cloud marketplace is simultaneously an infrastructure supplier, a lead source and a product complementor.

B2b ServicesAdvanced32 min

Which Fraud Pattern Deserves the First Control?

A payment provider can fund one fraud-control experiment this quarter. Operations wants the most frequent category, finance wants the largest loss, and risk wants every severe event escalated. A detection rule changed halfway through the month, so raw counts are not directly comparable over time.

FinanceAdvanced28 min

What Caused the Temperature Excursion?

A medical-device distributor has quarantined four temperature-sensitive shipments after conflicting logger readings. No patient harm is reported. Operations wants to release the goods using stability data, while quality says the investigation cannot determine product disposition. The team must preserve evidence and follow the governing quality process.

Regulated IndustryAdvanced36 min

Design a Safer Discharge Experience

Riverside Day Clinic wants to reduce avoidable calls and mistakes after minor procedures. A manager has proposed a mobile app, but the team has not yet agreed on the underlying patient problem.

Healthcare ServicesBeginner20 min

Can the Maintenance Subscription Work?

MechAssist repairs packaging equipment. It is considering a monthly subscription that combines remote monitoring, preventive visits and guaranteed response times for small manufacturers.

Manufacturing ServicesIntermediate22 min

Why Do Consulting Firms Switch to Client Portals?

ClearSpace sells a client portal to small consulting firms. Marketing targets firms by headcount, but conversion varies widely within each size band.

B2b ServicesIntermediate18 min

Where Does the Solar Installation Journey Break?

SunHarbor installs rooftop solar for small businesses. Installation quality is high, but referrals and overall satisfaction have declined.

Energy ServicesBeginner20 min

Fix the Outcome-Free Support OKRs

CloudDesk wants customers to solve common problems without contacting support. The team completed last quarter's roadmap, but ticket demand and customer effort did not improve.

Customer ServiceIntermediate17 min

Map the Claims Intake Before Automating It

HarborSure wants AI to extract data from household claims. Customers wait days for a first decision even though intake activity takes minutes.

InsuranceIntermediate22 min

Protect the Security Review Constraint

BrightBid uses AI to draft enterprise proposals. Draft output tripled, but signed proposals and customer lead time have not improved.

Professional ServicesIntermediate20 min

Stress-Test the Refund Assistant

Northstar Retail is piloting an assistant that reads orders, policy and customer messages, then drafts refund amount, reason and destination for agent approval.

RetailAdvanced24 min

Prevent the Wrong-Account Payment

Keystone Services uses an AI assistant to draft supplier-payment instructions. Two drafts used old bank details from attachments instead of the verified supplier master.

Finance OperationsIntermediate19 min

Test Support Triage Before Scaling

CloudDesk wants an AI classifier to route incoming support tickets. Leaders want a full launch after a vendor demo.

Customer ServiceBeginner18 min

Define Customer Onboarding Before Automating It

A B2B software company wants an AI agent to automate customer onboarding. Sales, Finance, Implementation and customers use different start and end events, and 38% of provisioning requests arrive without validated integration settings.

SoftwareIntermediate22 min

Interpret Kano Evidence for an Invoicing Portal

A product team must choose the next invoicing-portal release. It surveyed export, automatic payment matching and an animated dashboard, but the sponsor wants to build whichever item receives the most Attractive classifications.

Financial ServicesAdvanced26 min

Protect AI-Assisted Payment Instructions

An AI assistant drafts supplier-payment instructions from email and invoices. A reviewer sees the generated instruction but not a direct comparison with authorised supplier data. Leaders list 'human approval' and 'training' as two independent preventive controls.

Regulated IndustryAdvanced30 min

Map a Regional CRM Rollout

A services firm plans one CRM workflow across three regions. The programme has engaged country sales directors but not service agents, customers, works councils or information security.

Professional ServicesIntermediate24 min

Clarify an AI Service-Desk Launch

Operations, IT, Security, Legal, Customer Service and a vendor are preparing an AI-assisted service-desk launch. The plan says all teams jointly approve production, consultation has no deadline and nobody owns an urgent rollback.

TechnologyAdvanced25 min

Can a Strategy Session Stop Strategic Diffusion at Arcton Systems?

Arcton Systems manufactures temperature-control equipment for food warehouses and provides service support. It employs 480 people, has three regional offices and operates its own engineering team. Revenue growth has almost stopped, while the CEO has announced an ambition to double the business in three years and proposed a four-day strategy session for 28 leaders. The draft agenda starts with the CEO’s answer, several familiar frameworks, idea generation and ten priorities.

Industrial B2b ServicesAdvanced45 min

Build a Scorecard for AI-Assisted Service

A regional service company adopted an AI reply assistant. Leadership reports adoption and licence savings as strategic success, while retention for complex-account customers has fallen and repeat complaints have risen.

Professional ServicesAdvanced28 min

Blueprint an AI-Assisted Clinic Booking Service

A clinic network introduced an AI booking assistant. It offers appointments quickly, but referral validation, accessibility requests and rescheduling context fail across hidden hand-offs.

HealthcareAdvanced27 min

Run a Premortem for a Supplier Portal Launch

A manufacturer will launch an AI-assisted supplier portal in six weeks. The sponsor calls adoption inevitable; exception orders, identity matching and operational fallback remain weakly tested.

ManufacturingIntermediate24 min

Calculate and Recover a Data-Migration Schedule

A company must migrate customer data before a contractual platform shutdown. The plan lists dates but does not show dependency logic, float or the effect of a scarce integration engineer.

TechnologyAdvanced30 min

Stabilise an AI Content-Review Flow

An AI content-review service has 31 items in progress, three reviewers and daily urgent requests. Active review is short, but waiting, rework and lost evidence make completion unpredictable.

MediaAdvanced27 min

Can an Offsite Accelerate Customer Launches at Atlas Cloud?

Atlas Cloud sells an enterprise document-management platform. In nine months, it has grown from 90 to 145 employees. Sales, Implementation, Security and Support work across three countries. The CEO has proposed a four-day offsite under the banner “One Atlas”, while leaders describe the central problem as a lack of trust.

B2b TechnologyIntermediate35 min

Build a testable pathway for an AI benefits adviser

A public-interest organisation plans an AI benefits adviser. The draft pathway says deployment will improve household security and measures only completed chats.

Public SectorAdvanced35 min

Map an AI advisory platform before choosing what to own

A regional bank plans an AI financial-coaching service. Leaders assume owning every component creates advantage, while product, architecture, procurement and risk teams disagree about what is novel, productised or utility-like.

FinanceAdvanced35 min