Execution Timeline: Q2 2026
Industry: Pharmacy Benefits
Company Size: ~140 users
Engagement: AI Governance Review, AI Champions Training and Microsoft Copilot Enablement
The Problem
This pharmacy benefits company moved quickly on AI: dozens of staff were using Microsoft Copilot, and a survey surfaced about 60 potential use cases. With member health data part of daily work, leadership wanted governance to keep pace. Their goal was a formal policy, an intake process and a strong data foundation that would give every business unit confidence and a shared way to build with AI.
The Solution
- Delivered a governance review with eight data findings and a roadmap for nine governance documents.
- Drew a clear line for health data. Health data goes only into Copilot, which is covered by the client’s Microsoft agreement, and we coached leaders on how to explain the safeguards.
- Built AI into existing training. AI content joins the annual HIPAA training and attestation instead of becoming a separate program.
- Trained an AI champions team, with one member from each department, through a governance-first session, a request-sorting exercise and a one-page quick reference.
Did You Know?
91% of licensed Microsoft Copilot users (40 of 44) were actively using it. The client’s new rules of the road also make a key principle plain: connecting an AI tool to data is the same as putting that data into it.
The Results
- Decisions made. A named approver for high-risk AI use, with an executive sponsor as backup, and Claude moved to an IT-managed business plan.
- A client-authored policy. Leadership drafted an AI policy and a one-page “rules of the road” covering approved tools, prohibited uses and when to ask first.
- Champions in every department, serving as the first stop for AI questions and escalating health data, security and vendor topics.
- Training delivered in October 2026, with all-staff Copilot enablement up next.
Ready to put AI to work safely? Contact GadellNet’s AI Strategy & Adoption team about where to start.