Potential Analysis — Workshop Agenda

Bergmann Logistik AG

KI-Potenzialanalyse Bergmann

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Goal · 3h (180 min)

Systematically identify, evaluate, and prioritize where and how artificial intelligence can create value in the company or selected areas. The result is a prioritized overview (portfolio) of AI potentials with initial recommendations for action.

1. Welcome & Goal Clarification (30 min)
Purpose
Setting the stage and clarifying the frame. Participants understand what a potential analysis delivers and what the workshop's goal is.
Content
- Welcome and brief round of introductions
- Overview of the agenda and objectives
- Positioning within the overall AI strategy process
- Short impulses: examples of successful AI use cases
- Expectation check: "What do we want to find out today?"
Methods
- Plenary discussion, facilitator input, brief visualization on flipchart or screen
Result
- Shared understanding and a clearly defined target picture for the potential analysis
Do not forget...
The perfect workshop entry
2. Identifying AI Potentials (60 min)
Purpose
Capture possible use cases and ideas in the company — from different perspectives (processes, data, customer experience, innovation).
Content
- Introduction to the five analysis dimensions: process, data, value creation, organization, technology
- Brainstorming: where do bottlenecks, manual tasks, or data-based decisions arise today?
- Collecting concrete ideas on cards or a digital board
Methods
- Facilitated ideation workshop (e.g. with an AI-potential canvas or sticky notes)
- Clustering by theme or business area
Result
- A longlist of possible AI potentials (typically 10-20 items)
3. Evaluation & Prioritization (45 min)
Purpose
Joint evaluation of the identified potentials by benefit and feasibility.
Content
- Introducing the evaluation logic (benefit / business impact vs. feasibility)
- Discussing and placing each potential on the AI Potential Portfolio
- Identifying "Quick Wins", "Strategic Levers", "Pilot Fields", and "Long-term Options"
Methods
- Group scoring (e.g. point allocation)
- Visualization on the matrix (e.g. sticky notes, digital whiteboard, or a Canva template)
Result
- A complete AI-potential portfolio with clear priorities and focus areas
4. Deriving Next Steps & Documentation (30 min)
Purpose
Capture the results and turn them into concrete recommendations for action.
Content
- Creating AI Potential Portfolio for the most important topics
- Deriving initial measures or projects
- Assigning responsibilities
- Discussing open questions
Methods
- Small-group work using the potential-profile template
- Brief presentation of results in plenary
Result
- A shortlist of 3-5 prioritized AI potentials
- Initial recommendations for action and possible initiatives
5. Closing & Reflection (15 min)
Purpose
Reflecting on the outcome and ensuring it connects to what comes next.
Content
- Recap: key insights
- Clarifying next steps (e.g. transition into the tactical phase or Digital Maturity Assessment)
- Feedback round
Methods
- Brief facilitation, feedback cards, or an online poll
Result
- Clear commitment from participants and transition into the next phase of the AI strategy process

Outputs at the end of the workshop

AI-Potential Portfolio (matrix)
3-5 prioritized action fields
Potential profiles (Steckbriefe) with benefit, effort, and maturity
Documentation for the strategy workshop or management review

This workshop also captures the digital maturity assessment:

Digital Maturity Assessment →

Mark workshop as run — Run on 7/30/2026