AI Roadmap
// What we set out to learn
Find the shortest path to a better search process.
The goal of our discovery was to understand how SSP manages a search today, how the team moves through its procedures, how SSP can achieve the Quick Wins SSP identified, and what the path to its long-term AI goals looks like.
Four questions shaped the work
- 01
How does work actually move?
Understand the real search process across OneNote, Ezekia, email, files, and interviews.
- 02
Where can AI help first?
Identify low-friction opportunities from the AI Opportunities deck that can create immediate relief.
- 03
What is a capability gap?
Separate missing functionality from usability, workflow, training, and adoption issues.
- 04
What should SSP do next?
Recommend a practical first phase while preserving a path to a shared AI workspace.
// What discovery revealed
The challenge is less about missing features.
The operating reality
- 01
Ezekia is not in the natural workflow
It often feels like an additional burden rather than the place where the work happens.
- 02
OneNote works today
The team has built a workable habit around it, but the information is harder to structure, share, and use as AI context.
- 03
Bridget is a force multiplier
The process currently relies heavily on one highly efficient coordinator, creating a continuity and capacity risk.
- 04
Scale requires repeatability
SSP needs procedures that preserve judgment and service quality without requiring another Bridget for every increase in volume.
// Option 1
Start with the work the team already feels.
These are practical applications of the quick wins identified in the AI Opportunities deck. They reduce repetitive work without asking SSP to change its entire operating model first.
Prompt library
Approved prompts for assessments, drafts, summaries, kickoff questions, progress agendas, and interview briefs.
Automated first drafts
Candidate, client, interview, and search materials prepared quickly and reviewed by the team.
Interview note summaries
Organize notes into strengths, risks, gaps, and follow-up questions.
Standardized assessments
Apply a consistent structure across candidates and searches without removing recruiter judgment.
Resume logo stamping
Automate a simple, visible task that currently consumes time and creates avoidable manual steps.
Document Design Studio
Optional add-on for creating branded documents through a dedicated design workflow.
// How Option 1 works
Low change, immediate value
Keep OneNote and the current Ezekia workflow while adding Copilot and an MCP write-back test.
// Investment
$7,500
Plus Microsoft 365 Copilot licensing.
// Recommendation
Start here
Re-engage Ezekia on training and decide how much the team wants to commit to it.
// Future-state option · approximately $20,000
Build the SSP Workspace.
The working demo shows a dedicated AI workspace that brings search context, notes, files, CRM information, and interview coordination into a simpler experience. This would function as an experience layer around Ezekia, not a replacement for capabilities Ezekia already provides.
Give each search a shared workspace for notes, files, prompts, assessments, summaries, and next actions.
Make relevant candidate, client, assignment, and CRM context easier to access without forcing the team to navigate multiple systems.
Track interview requests, confirmations, calendar steps, and feedback so another colleague can take over without relying on Bridget’s memory.
Option 2 requires more setup and process definition. The scope should specify what remains in Ezekia, what lives in the workspace, and how the two systems stay synchronized.
Open the working demo ↗// Recommended path
Learn while we improve.
Option 1 lets SSP capture value now and generate evidence about what the team actually needs next. Option 2 remains available if SSP decides it needs a simpler, shared experience around the search process.
Recommended sequence
- Launch the Option 1 quick wins, including the prompt library, Copilot workflows, resume logo stamping, and MCP write-back test.
- Re-engage Ezekia on training, configuration, and practical adoption of capabilities already available.
- Measure time saved, consistency, data capture, and the ease of handing off a search.
- Use those results to decide whether SSP needs the dedicated workspace shown in Option 2.
// Decision after the first phase
If Ezekia becomes easier to use and the quick wins relieve the team, continue improving the existing stack. If the team still needs a shared AI-native experience, proceed with the SSP Workspace.