AI Transformation System · AITS
We power human-centered
AI transformations.
A connected system of resources and tools that accelerates AI literacy and success.
Academy courses, certificates, Apps & Agents, and Lives are included with Individual and Business Accounts.
Measure → Reassess with AI Score → Refine the plan → Begin the next cycle
* Included in Premium Accounts (100+ licenses)
+ Add-On Fees Apply
Select a stage or AI Academy for offering details, follow the seven-stage walkthrough, or explore an example journey.
One system. Personalized paths.
Follow an example journey.
Illustrative paths, not assessment-generated recommendations. Service access follows the relevant account and add-ons.
Read all details
Premium included = included in Premium Accounts (100+ licenses).
Add-on fee = additional fees apply.
01 Assess
Every turn of the flywheel starts with a baseline. Business AI Score assesses at the organizational level, while Personal AI Score evaluates at the individual level. Together, they establish cohorts and set the starting line for the transformation journey ahead.
AI Score by SmarterX:
A change management tool that enables leaders to assess their organizations (Business AI Score), and individuals to assess themselves (Personal AI Score). Visit smarterx.ai/score to get started.Business AI Score:
An AI maturity assessment designed to help leaders understand where their organization stands across eight pillars—Vision, Strategy, Data, Technology, Governance, Literacy, People, and Performance.Personal AI Score:
An individual AI maturity assessment designed for professionals to rate themselves across five pillars—Knowledge, Application, Judgment, Impact, and Mindset.
02 Plan
AI Score becomes the foundation for the organization’s change management plan. The AI Transformation Blueprint identifies strengths, weaknesses, and actions. Goals define what success looks like. The Communications Plan builds trust and buy-in with team members, and Journeys personalize the AI curriculum and experiences.
The AI Transformation Blueprint:
A human-centered guide to organizational change. The Blueprint is built around the same pillars as AI Score, and is designed to quickly identify strengths, weaknesses, and action plans. The AI Transformation Blueprint has Business (see Section II) and Personal (see Section III) editions, and can be customized based on actual AI Score results. Visit the book page to learn more.Goals:Premium included
The measurable outcomes for AI transformation and learning initiatives. Goals define, “What does success look like in 12 months, for the organization and its employees?”Communications Plan:Add-on fee
A cross-channel strategy to engage employees in transformation initiatives. The Communications Plan is focused on building trust through transparency, and driving onboarding, adoption, engagement, and mastery through AI Academy.Journeys:Premium included
Personalized learning paths that define curriculum, resources, and experiences tailored to roles and goals of individuals and teams. Personal AI Score establishes cohorts and adapts Journeys based on AI maturity.
03 Learn
Learning and AI Academy are at the core of AITS. AI Academy delivers the courses, professional certificates, weekly Apps & Agents reviews, and Academy Live sessions that make personalized Journeys possible. Then SmarterX events, presentations, and advisory services expand the learning and impact through virtual and in-person experiences.
Welcome to AI Academy:
A quick-start live session hosted monthly by the SmarterX team that introduces the learning platform and AI Academy. In less than 30 minutes, learners discover how to personalize learning experiences—from exploring individual courses and full course series, to tracking progress, earning certificates, and joining live sessions.Private Launch Sessions:Premium included
Kickoff event to introduce AI Academy and custom learning plans to business account teams. Co-led by SmarterX managers and company team leads. Sessions include an LMS overview, course and sample learning journey previews, Q&A, and next steps.Certificate Course Series
AI Foundations Collection:
Learn the essentials of AI as a starting point for personal and business AI transformation. This series moves beyond headlines and hype to provide a complete foundational understanding, and introduces frameworks that are core to adoption and mastery.AI Fundamentals Series
Piloting AI Series
Scaling AI Series
AI for Departments Collection:
Uncover AI impact across departments. Learn how different teams can boost efficiency, creativity, and performance by applying AI in function-specific, practical ways.AI for Marketing
AI for Sales
AI for Customer Success
AI for Operations
AI for HR
AI for Finance
AI for Legal
AI for IT
AI for Industries Collection:
Explore how AI is transforming specific industries. Understand unique risks, regulations, and opportunities across sectors so you can apply AI responsibly and strategically.AI for Professional Services
AI for Insurance
AI for Healthcare
AI for Manufacturing
AI for Education
AI for Financial Services
AI for Retail and CPG
AI for Software and Technology
AI for Executives Collection (Coming early 2027):
Accelerate learning and confidence with content and experiences tailored for busy executives. The AI for Executives Collection caters to leaders who want to level up their AI knowledge and capabilities as a means to drive human-centered transformation in their organizations.State of AI for Business Briefings
Executive AI Shorts
Executive Build Sessions
Executive Roundtables
Executive Learning Journey Templates
AI for Work Collections (Coming early 2027):
Specialize your learning and experiences in the AI systems that are core to your company and career. AI Academy by SmarterX delivers brand-agnostic coverage of the leading AI platforms—ChatGPT, Claude, Copilot, and Gemini—featuring the latest news, product updates, models, case studies, use cases, cohorts, and build sessions.ChatGPT for Work
Copilot for Work
Claude for Work
Gemini for Work
Business AI Transformation Collection (Coming early 2027):
Drive human-centered change in your organization. The Business AI Transformation Collection features a series of live, recurring change management experiences for business leaders. The certificate series are run in cohorts and taught by Paul Roetzer.The AI Transformation System
AI Score for Business Leaders
The Business AI Transformation Blueprint
The Personal AI Transformation Blueprint
Personalized Learning Journeys
Apps & Agents:
Experience this review series delivered weekly via 15-20 minute videos that show what today’s most powerful AI tools can do, and how to put them to work. Categories include:- Productivity
- Image
- Video
- Audio
AI Academy Lives:
Stay ahead of the curve. The AI Academy Live series delivers ongoing interactive sessions designed to keep learners informed, inspired, and engaged.- Master Classes
- Quarterly Trends Briefings
- Transformation Spotlights
- Ask Me Anything (AMA) Sessions
- AI Member Monthly
- Book Club
Artificial Intelligence Show Extended:
View exclusive podcast content featuring additional insights on the latest AI product and funding news, plus easy access to show excerpts.Podcast Clips:
Select show segments are available on-demand and can be integrated into learning journeys.AI for Work Monthly:
Monthly live sessions featuring show co-hosts Paul Roetzer and Mike recapping the latest updates from ChatGPT, Claude, Copilot, and Gemini, with editorial and analysis of what it means and why it matters.
AI Shorts (Coming 2027):
Get your timely AI news on-the-go with AI Shorts. These 1-3 minute lessons cover hot topics and trends, along with highly relevant persona-based content that can be integrated into Journeys.Webinars:
Attend expert-led SmarterX webinars designed to help leaders understand, pilot, and scale AI. Each live session explores practical AI strategies, real-world case studies, and actionable insights to accelerate growth and innovation in your organization. Webinars are open to the public, and available exclusively on-demand for AI Academy members.Guided Onboarding:Premium included
Kick off with a structured launch experience in which SmarterX customer success managers work directly with team leads to complete assessments, assign personalized learning Journeys, activate the Communications Plan, and launch education initiatives.Managed Cohorts:Add-on fee
Group learners in your organization by AI maturity level or functional focus and pair them with a dedicated SmarterX instructor who guides their journey through regular checkpoints and live applied AI sessions. The private structured format builds accountability and shared momentum—turning individual learning into a team experience.Custom Courses:Add-on fee
Develop bespoke learning experiences developed by SmarterX instructors around an organization's specific tools, workflows, customers, or context. Where AI Academy's standard curriculum establishes universal foundations, Custom Courses go further by applying those foundations to the use cases and business challenges that matter most to a team.Executive Briefings:Add-on fee
Host interactive sessions with SmarterX leaders for private conversations to better understand the full capabilities of AI and prepare organizations for the future of work.Keynotes:Add-on fee
Schedule high-impact presentations by SmarterX leaders designed to inform and inspire teams.- The AI Transformation Blueprint
- State of AI for Business
- The AI-Forward Organization
- The AI Innovation Imperative
- The Agentic Enterprise
- The Move 37 Moment for Knowledge Workers
Town Halls:Add-on fee
Create open forums for honest dialogue with company leaders and employees about AI adoption and the future of work. These can be conducted independently with internal leaders, or SmarterX leaders can participate as guest speakers/panelists.Summits:Add-on fee
Attend in-person and virtual Summits by SmarterX, which give teams the opportunity to extend learning and connect with other AI-forward attendees. Example Summits include: AI for Writers, AI for B2B Marketers, AI for Agencies, and AI for CMOs.Conferences:Add-on fee
Flagship in-person events from SmarterX, including the annual Marketing AI Conference (MAICON) in Cleveland.
04 Apply
Knowledge turns into practice through Workshops, Build Sessions, and Bootcamps. Facilitated by SmarterX leaders and instructors, these participatory formats help to accelerate adoption and drive real work with AI across the organization.
Workshops:Add-on fee
Highly interactive sessions to accelerate learning and practical application of AI knowledge. These events complement the online learning offered through AI Academy.- AI Productivity Workshop
- AI Innovation Workshop
- ChatGPT for Work
- Claude for Work
- Gemini for Work
- Copilot for Work
Bootcamps:Add-on fee
One-day in-person events that combine presentations and workshops to engage, inspire, and empower attendees.- AI for Business Bootcamp
Build Sessions (aka Vibes):Add-on fee
No-code hackathons that teach non-technical employees how to build custom AI assistants, apps, and agents to increase productivity and drive innovation. Private Build Sessions are available for add-on fees.
05 Explore
The rate of change in AI is accelerating, so the learning never stops. The podcast, newsletters, research, blueprints, internal social channels, and community keep every learner current between courses, and all of it can be directly integrated into learning Journeys.
The Artificial Intelligence Show:
The weekly podcast from SmarterX featuring AI news and trends, commentary, and transformation spotlights with business leaders.Newsletters:
Actionable content delivered to your inbox featuring editorials, updates, insights, podcast resources, and learning opportunities.Blueprints:
Expert guides designed to help you turn AI theory into real-world impact across departments and industries. Available ungated for members to download from AI Academy.Research:
SmarterX Research, including the annual State of AI for Business Report, delivers actionable insights that educate and empower your team. All research is available ungated for members to download from AI Academy.Internal Social Channel:
Existing internal networks, such as Slack, are an efficient way to connect with fellow learners while staying up to date on the latest news, resources, and content from AI Academy.Member Community:
The dedicated AI Academy Member Community gives your team the opportunity to continually learn and network with other AI-forward professionals and leaders.
06 Manage
AI Academy is built on an enterprise-grade LMS that gives team leads and learners all the tools and support they need to realize their AI transformation goals. The SmarterX customer success team is there to support them along the journey with Office Hours for team leads.
Learning Management System (LMS):
AI-powered platform that serves as the hub for AI Academy education and training.- User management
- Course management
- Course catalog
- Quizzes and exams
- Professional certificates
- Learning journey builder
- AI learning assistant
- Reporting and analytics
- Gamification
Office Hours:
Office hours enable business account team leads to schedule virtual meetings with SmarterX customer success managers and advisors. Available to all business accounts.
07 Measure
Weekly and monthly reports give team leads a real-time view of engagement and progress, and Quarterly Business Reviews (QBRs) align activities with learning and transformation goals. Then the AITS flywheel turns: AI Score is re-run, the baseline rises, and the next transformation cycle begins with more momentum.
AI Utilization Reports:Add-on fee
Internal reports that monitor your team’s AI tool usage. When combined with AI Academy learner data, your organization can get a complete picture of adoption and impact.Learner Activity Reports:Premium included
Automated weekly reports that give team leads real-time views of learner engagement, including: login activity, course progress, and live session attendance.Academy Account Reports::Premium included
Automated monthly reports that provide a comprehensive view of account performance covering learner engagement, course completion rates, live session participation, and progress against defined learning goals.Quarterly Business Reviews (QBRs)::Premium included
Strategic sessions with the SmarterX customer success team that review progress against learning goals, surface insights from engagement data, and align on priorities for the quarter ahead.
