Case Study 04 Organizational Change AI Enablement IBM Pre-Sales Org - 2026

What happens when you design learning around real people doing real work? Turns out, a lot. 77 IBMers got to find out firsthand.

IBM Bob waving

I had four weeks, my ear to the ground, and a team full of people who were curious about the newly GA'ed SDLC tool IBM BOB but needed the right spark to get started. So I pitched the same "Bobathon" we offer clients but geared the experience to tackle the hopes and hesitations of our pre-sales org, one where everyone got to create something meaningful in the first hour.

77
People Who Showed Up Ready to Learn
81.2%
Created Their Own Bob Skill
96.9%
Said They Learned More Than Expected
93.8%
Walked Away Feeling Genuinely Confident
111.73%
More AI-Generated Code — Two Months Later
01
Context

Everyone Was Excited. Not Everyone Was Using It.

Bob new instance

IBM Bob was available to everyone on our team, and the excitement was genuinely there. People were curious, interested, and asking questions. But there's a meaningful difference between being excited about the hype around the new tool and actually weaving it into your day-to-day work, and that gap was wider than it looked.

Some teammates had already fallen in love with Bob, building custom skills and moving faster than ever. Others were still at step zero. And for a team whose whole purpose is helping clients adopt emerging technology, that uneven adoption was something I really wanted to address. Not as a mandate, but as an opportunity to invest in the people I worked alongside.

Four things I wanted to change
  • Capability Gap: "Technical" fluency looked very different depending on who you asked, and that inconsistency was limiting what we could do together
  • Credibility Gap: we help clients on their AI journeys every day, and it felt important that we were genuinely walking that path ourselves
  • Intrapreneurship Gap: we knew our newest talent had fresh perspectives to offer, but we needed a clearer path for those ideas to surface and grow
  • Adoption Gap: I'd seen enough enablement programs to know that awareness and actual behavior change are two very different things

A Beautiful, Wonderfully Complicated Audience

About 80 practitioners across five disciplines, each with completely different workflows, priorities, and definitions of "a productive day." That diversity was actually one of my favorite parts of this challenge. It meant the design had to be genuinely thoughtful, not one-size-fits-all.

Discipline skills and workflows
AI Engineers

Already deeply technical. Excited about Bob and needed examples that could actually keep up with the sophistication of their work.

Strategy Designers

Wanted Bob woven naturally into how they research, facilitate, and visualize. Not as an add-on, but as a genuine thought partner.

Solution Architects

Looking for ways to think through architecture faster and produce clearer documentation without cutting corners on quality.

Platform Engineers

Eager to explore smarter ways to write, review, and ship code, all within the tools they already loved.

Squad Managers

Craving more time back in their day. Less time on reporting and comms, more time on the work that actually energizes them.

02
My Role

I Spotted the Opportunity and Got to Work

This program started as an idea I brought to leadership, something I genuinely believed in and wanted to make happen. Once I had the green light, I owned the whole thing: the strategy, the experience design, the logistics, the community building, and the measurement. Four weeks, a lot of moving pieces, and a team I really wanted to serve well.

What I OwnedHow I Approached It
Strategic Leadership & Executive AlignmentBrought the idea forward, built the case, and got people genuinely excited about it
Experience & Learning DesignReimagined the learning format entirely, from passive training to active creation
Program OrchestrationDesigned the role-based tracks, selected facilitators, managed every communication and timeline
Change Management & MessagingPositioned Bob as a thoughtful productivity partner, something to look forward to, not endure
Measurement & Outcome AnalysisBuilt feedback systems that looked for real behavior change, not just satisfaction scores
03
Strategic Framing

The Belief at the Heart of This

What I knew going in

People don't truly adopt a tool by learning about it. They adopt it the moment they use it to solve something they genuinely care about and feel the joy of it working. That's the experience I wanted to design.

So rather than building a training program, I built a creation experience. I wanted people to walk away with something they'd actually made: a skill, an artifact, a workflow tweak that saved them real time. Something they could point to and say, "I built that."

Bobathon communication and email

Measuring What Actually Mattered

I cared a lot less about completion rates and attendance than I did about four much more meaningful questions:

Did they create something?

Making something with a tool is what makes it memorable. A full room means nothing if people leave empty-handed.

Did it last beyond the event?

The truest measure of any enablement experience is what people are doing with it two months later.

Did their skills genuinely improve?

Not just "I enjoyed it" but "I can do something today that I couldn't do yesterday."

Did their confidence grow?

Confidence is what brings someone back to a tool on a quiet afternoon weeks later, just to see what else it can do.

Measurement graph

The Principles I Designed Around

Role-Relevant

What lights up an engineer is completely different from what resonates with a strategist. Both deserve something that feels made for them but cross-sharing was totally fine too.

Hands-On

No decks about Bob, no watching someone else use it. Just a real challenge, real time, and real support to figure it out together.

Peer-Led

The most knowledgeable Bob users were already sitting next to everyone else. I gave them the chance to shine as teachers.

Bobathon workshop session Bobathon collaborative workspace
04
My Process
Phase 1

Start by Listening

Before I designed anything, I had conversations. I wanted to understand where Bob was already creating joy on the team, where it was sitting unused, and what kinds of friction people were bumping into day-to-day. What I heard was lovely and consistent: people weren't resistant. They were just waiting for examples that felt genuinely relevant to their specific work. That insight became the foundation for everything that followed.

Phase 2

Design the Bobathon

I created five discipline-specific tracks, each one built around the real challenges that particular role was navigating. Role leads, dedicated build time, pre-event collaboration sessions, and technical support throughout. The part I loved most: participants didn't receive a list of use cases to complete. They got to choose the ones that genuinely mattered to their work. That small act of agency made an enormous difference in how invested people felt from the start.

Phase 3

Bring the Community Together

The squad managers identified track leads to pair-up who were already thriving with Bob alongside those who were just beginning or junior. Together, they co-created labs, shared real workflows, and built things side by side. What surprised me most was how much the "experts" got out of it too. Teaching is one of the best ways to deepen your own understanding. The knowledge spread in every direction, not just one.

Phase 4

A Day Designed to Create, Not Consume

The event was intentionally built around making. Teams built, experimented, got curious about what Bob could do, created artifacts they'd actually use afterward, and learned from the person sitting right next to them. It was energetic, collaborative, and genuinely fun, and the work that came out of it reflected that energy beautifully.

Phase 5

Measure What Changed, Not Just What People Felt

I cared deeply about getting the measurement right. I didn't want a survey that told me people had a nice time. I wanted to know if something had actually shifted. So I designed feedback that looked at confidence growth, skill progression, and real usage patterns in the weeks and months that followed. Two months later, the data told a story I was genuinely proud of.

05
Outcomes

People Grew and Kept Growing

111.73%
More AI-Generated Code
Two months after the event, the habits that formed that day kept growing long after we all went home.
81.2%
Created Their Own Bob Skill
More than 4 in 5 participants made something entirely new. That's not learning. That's ownership.
96.9%
Said They Learned More Than Expected
Nearly everyone left with more capability than they arrived with. That kind of result genuinely fills my heart.
93.8%
Walked Away Feeling Confident
Confidence is the quiet gift that keeps giving. It's what turns curiosity into consistent, lasting practice.
25%
Advanced a Full Proficiency Level
One in four participants genuinely leveled up. Not just a warmer feeling about the tool, but measurably stronger skills.
11
Volunteered to Lead Next Time
Eleven teammates raised their hands to help run future sessions. That might be my favorite number in here.

What People Said

"I really liked the role specialized use cases. Instead of general use cases where every role does the same thing — role specific use cases help understand how to use Bob for our specific purposes."
Participant Feedback
"The lab tracks were well thought-out and the role-based grouping was ideal."
Participant Feedback
"I really liked the knowledge sharing and having dedicated time to explore Bob."
Participant Feedback