Making AI Succeed: The CLEARED AI™ Value Framework

The Pilot Trap

Enterprises everywhere are rushing into AI. But the strategy — or lack thereof — has too often been the isolated selection and implementation of use cases. The result? In 70% of cases, these efforts never move beyond the pilot stage. Value is promised, pilots are celebrated, but scale never comes.

Why They Fail

Most of the emphasis so far has been on the technology layer and the use cases themselves. And that’s important — platforms like C3.ai, Palantir, and others act as gates to scale, while use cases like predictive maintenance, demand forecasting, inventory optimization, and pricing optimization are where enterprise value is realized. But the truth is this: technology and use cases alone are not enough. What has been mostly ignored are the other essential components of a scalable, sustainable AI solution:

• A robust multimodel data strategy that integrates structured, unstructured, and real-time streams.

• A governance structure that can manage not only the increasing number of models across the enterprise, but also the emerging ecosystem of AI agents.

• And most importantly, a sound AI-leveraged operating model that connects Global Business Services (GBS), Centers for Integrated Operations (COI), and business units into one integrated transformation.

Without these foundations, most AI initiatives will remain experiments rather than engines of value.

The CLEARED AI™ Difference

That is why I built CLEARED AI™ — a proprietary value framework that raises the odds of AI success from ~30% to at least 70%. CLEARED AI™ provides boards and executives with a structured and measurable path to scale, and the ability to quantify the specific changes a company must make across leadership, data, governance, and operations. The name itself reflects what matters most:

C – Clarify: Define priorities, align AI to measurable KPIs.

L – Lead: Establish governance and executive sponsorship.

E – Engage: Activate managers and frontline, not just pilots.

A – Architect: Build on the right platform and data foundation.

R – Refine / Realize: Validate ROI and scale proven use cases.

E – Ethics / Evolve: Embed compliance, transparency, and continuous improvement.

D – Deliver / Sustain: Drive adoption, dashboards, and long-term value realization.

Why It Matters Now

AI is commoditizing experience and accelerating wisdom. What was once the unique knowledge of planners, schedulers, or analysts can now be replicated and scaled by machines. This does not make human expertise obsolete. It makes the operating model the new battlefield of competitiveness. CLEARED AI™ is how boards ensure that AI doesn’t just start — it succeeds, scales, and sustains value.

The Road Ahead

I will be introducing CLEARED AI™ during my keynote at the 4th edition of Semana Caldeira (Caldeira Week 2025) that will take place from September 29 to October 3, 2025, at Instituto Caldeira in Porto Alegre, Brazil. This is just the beginning. CLEARED AI™ is about making AI initiatives succeed — by ensuring enterprises have the strategy, the governance, the data, and the operating model required to raise their odds from ~30% to at least 70%.

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