Kapital AI Masterclass - Evolving to an AI‑Native Agency - People, Process, Platform

A practical, two-year journey to making AI the default in VertoDigital - overing how we aligned people, process, and platform to move from pilots to production. Overview of how standardized workflows and guardrails we built, and how Team‑GPT became the shared workspace that brings AI into everone's day-to-day for faster, more consistent outputs.

1. Evolving to an AI‑Native Agency People, Process, Platform Yasen Lilov / 07.10.2025 / Kapital AI Masterclass: Architecting AI Native Organisations: Skills, Mindset, Models

2. ‹#› Yasen Lilov Partner, Head of Data & Analytics VertoDigital Business Data Tech AI

3. Why AI-Native, Why now? ‹#› Clients expect AI-assisted speed and value Baseline has moved Competitive pressure Tooling is ready Early AI-native agencies compound advantages Costs keep dropping, quality keeps rising and the software layer matures

4. People ‹#› The vital part to become AI-Native

5. Key roles ‹#› People Domain Experts Leadership AI Champions

6. ‹#› Baseline 101 training & safe use Proficient Templates & daily ops Power users Coach & optimise process Advanced Operators Build & Improve Domain Expert Domain Expert Domain Expert Domain Expert Domain Expert Experts Specialists & Enablers AI Champion AI Champion AI Champion Leadership Leadership Leadership Leadership Domain Expert Domain Expert Domain Expert …

7. Collaboration & Ownership ‹#› People Domain Experts Leadership AI Champions Vision & Strategy Expertise R&D & Adoption

8. Adoption drivers ‹#› People Dedicated R&D Time Training & Learning Materials Fun?

9. Fun? ‹#›

10. Process The steps to becoming AI-Native

11. ‹#› Differentiation Evolving from generalists to specialists with deep interdisciplinary knowledge. Growth Growing through sales, marketing & developing new propositions and services. AI @ Verto Empowering the team through AI to amplify creativity, efficiency and impact. Strategy Process

12. AI Vision ‹#› Process Use Case Use Case Use Case Use Case Use Case Use Case Use Case Use Case Use Case AI Theme / Domain AI Theme / Domain Use Case Use Case Use Case Use Case Strategic Priority Strategic Priority Agency Strategy Top Down Bottom Up Prioritisation Use Case Use Case Use Case Source: Google - How to build an effective ai strategy Workstream 1 Workstream 2 Workstream …

13. AI Vision to deliverables ‹#› Process Q1 Q2 Q3 Q4 Use-cases Priority Iteration Use-cases Priority Iteration Use-cases Priority Iteration ……

14. AI Vision to deliverables ‹#› Process Q1 Q2 Q3 Q4 …… Web App Ad Copy Writer Agent LI Prospector Agent v1 LI Prospector Agent v2 Data Analyst Agent prototype Custom GPTs & Prompt Libraries GA4 Reporter Workflow Competitor Research Agent v1

15. Learnings ‹#› Process 1 AI is on its own timeline 2 R&D is fun, but costs quickly add up. 3 Build vs Buy

16. Platform Ecosystem of tools to enable us to be AI-Native

17. Tools we use ‹#› Platform AI Workflow Automation & Integration Platforms AI Development & Coding Tools AI Conversational Assistants & Research Tools GPT-4o GPT-4.1 mini o 1, o3 GPT-5 Claude 3.5 Sonnet Claude Sonnet 4 Claude Sonnet 4.5 Gemini 1.5 Pro Gemini 2.0 Flash Gemini 2.5 Pro AI Content Creation & Productivity Tools Models

18. Tools we use - pain points ‹#› Platform 1 Mo’ tools mo’ problems 2 Complexity kills adoption 3 Collaboration and sharing assets is hard Any given team member needs to access a dozen of different tools, sometimes to do just one task. Every tool comes with costs & admin. Different LLMs have different capabilities. Prompt engineering is tricky. Custom solutions require advanced understanding and knowledge. Sharing prompts, collaborating across clients and gathering centralized context becomes very hard to manage.

19. Tools we use - focus ‹#› Platform AI @ Verto Empowering the team through AI to amplify creativity, efficiency and impact. Team-wide day-to-day operations AI Conversational Assistant, Research, Content Creation, Productivity, Collaboration Custom client-specific operations Automations, AI Workflows, Agents R&D & Testing Build vs Buy

20. ‹#› Platform 1 Mo’ tools mo’ problems 2 Complexity kills adoption 3 Collaboration and sharing assets is hard Tools we use - focus Centralized access and governance LLM-agnostic & easy to use Collaboration and context sharing

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28. ‹#› Team-wide day-to-day operations AI Conversational Assistant , Research, Content Creation, Productivity, Collaboration Custom client-specific operations Automations, AI Workflows, Agents R&D & Testing Web App

29. The AI -Native agency formula ‹#› People Platform Process 03 01 02 AI

30. Thank you. ‹#›

31. ‹#› Yasen Lilov Partner, Head of Data & Analytics VertoDigital /in/yasenlilov/ [email protected] Scan to connect!