AI Engagement Position Assessment

Softtek AI Strategic Plays — Account Position Assessment V4

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Account & Engagement

Industry — Vertical (e.g., Financial Services — Retail Banking)
The specific engagement this assessment covers — service type and scope

Context Questions

What is the single most important thing leadership should know about the current state of this account? A threat, an opening, a change in client behavior. 1-2 sentences.

Dimension Scores

Score each dimension 1–4. Read all level descriptions, then select the one that best matches this engagement.

D1

Displacement Risk

How exposed is this engagement if a competitor, a platform vendor, or the client themselves deploys AI against what we currently deliver?
D2

Knowledge Architecture Leadership

How clearly is Softtek recognized as the architect of structured knowledge and operational intelligence in this engagement?
D3

Commercial Model Alignment

Is the engagement structured to reward outcomes and scale with AI productivity, or does it lock us into headcount-based delivery?
D4

AI Capability Deployment

How much of our actual AI capability — tools, methods, FRIDA, third-party tooling we have recommended, genuine AI fluency — is actively running in the account?
D5

Client AI Perception

Is the client aware of, buying into, and valuing our AI capabilities in this engagement?

Key Person Flag

Does Softtek's position in this account depend significantly on the knowledge, relationships, or expertise of specific individuals?

Brief description. Include whether a continuity plan exists.

IP Advantage Indicator

Check all that apply to the current state of this engagement. More than one option can be selected.

Select at least one option above

Context Multipliers

How aggressively or conservatively is this client pursuing AI adoption?
Are competitors actively pursuing this account with AI-heavy approaches?

Account Context

All Softtek service lines active in this account, not just the engagement being assessed
Highest-level contact and their role

Additional Comments

Optional. Context, nuances, recent events, concerns — anything that doesn't fit in the fields above.

Completed By

Score Summary

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Complete all dimensions to see classification
5 At Risk Transitioning AI Ready AI Leading 20

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Softtek AI Strategic Plays — May 2026