March 2026

Go-Lives. Edge. Kai. AI.

Where we are on our go-live programs, a live Edge demo, how Kai is changing the way we work, and what AI means for Kaptio.

KTM Spotlight — Private & Confidential

Go-Lives

Supporting our teams
through delivery pressure

Our go-live programs are under pressure. We've had slips across the portfolio, and the leadership team is now in daily support mode to ensure no further slips occur.

Our Response

All hands on deck

📊

Daily check-ins

Monitoring how program scope is evolving day by day

Velocity stats

Understanding throughput and identifying blockers early

🤝

Scope negotiations

Supporting teams in making the right trade-offs for go-live

📅

Release schedule

Adjusting cadence to accommodate and prevent further slips

New Tooling

Shared visibility, shared data

Unified Jira fields — Program, Go-Live Scope, and Scope Status — so every team looks at the same data. This is how we drive the daily check-ins.

Why this matters: Further slips are very costly — for us and our customers. Jon, Unnur, Nick, and Ragnar are in daily delivery support.

Program Scorecard — Live Data

Tauck Go-Live

Target

May 5

Backup: May 19

Scope Triage

100% triaged

In Scope: 34
Out of Scope: 1
Deferred: 0
Untriaged: 0

Remaining

28

of 34

18% done

Velocity

13/wk

Avg done (8 weeks)

2/wk reopened

Active Work

In Progress 4
In QA 1
Blocked 3

Upcoming Releases

C14-END-3

Mar 16 · 1 wk left

Done

C15-MID-1

Mar 23 · 2 wks left

Tight

21 remaining

C15-END-1

Apr 20 · 6 wks left

Past cutoff

Reality Check: Mid-case forecast Mar 30 at 12/wk · 5 days past stable release target

The Mission

The teams are doing great work.
No further slips.

We're here to support, not to second-guess. The teams have delivered remarkable things on incredibly demanding programs.

Edge Platform

Live demo

Tomas will walk us through the latest Edge capabilities.

TG

Tomas Gudmundsson

~5 minutes

Kai

Kai is changing
how we work

From commercial to engineering to services — Kai is an active member of the team, answering questions, writing code, building proposals, and learning from every interaction.

By the Numbers

893

Total mentions

910

Interactions logged

271

Last 7 days

81%

Resolution rate

301

Deep investigations

198

Quick answers

149

Content plans created

Weekly Volume Growth

W1

W2

W3

W4

W5

Now

Commercial Services Engineering Product Support

License Migration Playbook

Bjarki + Kai wrote and iterated a playbook over days. Executed the first site-license-to-named-users migration — years in the making. Clear path to solving overage for all customers. Kai also researched bulk API assignment for 800+ user orgs.

Newmarket RFP Go/No-Go

Bryn asked Kai to assess the Newmarket RFP. Kai built an RFP tool, loaded 10 historical RFPs, scored 5 categories, delivered "Conditional Go" with 8 validations. More rigorous than Notion AI on key risks.

Viking Presentation

Greg posted edit requests for the Viking China proposal deck. Kai applied every change, pushed live to spotlight.kaptio.com. Rebecca and Greg confirmed.

Services & Implementation

Luxury Escapes Scoping

Tomas shared a Notion draft. Kai created a full scoping file: 13 assumptions, 14 open questions, 7 outcomes — live on enablement.kaptio.com within minutes. Every gap marked "missing context."

SOW Generation

Scoping tool now generates Statements of Work from structured data + reference SOWs. Outcomes, delivery plans, RACI, workshops, commercial estimates — all synthesized.

Bunnik Gold Org Cleanup

Kai queried the Bunnik DEV1 org via SFDX, verified cleanup of deprecated packages (15 removed), PNR data (162 child records gone), package departures reduced from 609 to 219.

Engineering & Product

Tauck Debugging

Stephen traced production errors through triggers, API registry, payment versions. Kai found the root cause and walked him through resolution.

Intrepid Pricing

Caine drafted responses to Intrepid. Kai code-checked margin config, rounding, promotions. Corrected specifics. Ready-to-send.

Armstrong Release

Explained Hawaii → Iceland release transition to Grace. Bridging release management knowledge across the team.

Permissions Debugging

Sam couldn't save adjustments on inactive passengers. Kai dug through LWC code and found the exact custom permission dependency.

Kai's Brain

He remembers. He reports. He learns.

@KAI mention CLASSIFY quick / deep / knowledge / build RESPOND + memory context LEARN user facts channel context learned facts next interaction

20 facts/user

Who you are, what you care about

30-day decisions

Channel topics and team decisions

"Things I've been told"

Attributed, with confidence scores

Quiet Sunday

"Quiet day — no requests came through. Enjoying the silence."

— Kai, End of Day, Sunday March 8

In Their Words

"What sorcery is this.. Kai, where have you been all my Kaptio life"

— Bjarki, after the license migration

"It was great talking to Kai. I don't quite think we're friends just yet, but give it time I'm sure we will be."

— Nick Flew, after the January onsite

"I had a request from Kai's second in command (Ragnar)..."

— Nick Flew, to the release management group

"Well done Ragnar, Bjarki and Kai, best of friends"

— Tracy Sharp

Live from Kai's Memory

Kai builds a picture of who you are

Ragnar

193 interactions · 20 stored facts

Thinks in systems. Builds tools to solve problems rather than managing around them.

Constantly preparing board talking points, investor updates, strategy content.

Workflow: proposal, approval, implementation. Sequential thinker.

Flags things for human review when confidence is low. Practices what he preaches.

Analyzes competitor pricing at midnight.

Unnur

16 interactions · 20 stored facts

Excited about building with Kai. Her first project with him was a presentation she iterated on in rounds.

Gives detailed feedback. 10 points on one presentation alone.

Prefers not to share specific numbers externally. Saves detailed metrics for QBRs.

Wants to be notified when things are published.

Has experienced repeated deployment failures. Keeps going.

Rowan

7 interactions · 11 stored facts

Values human insight over AI capabilities for strategic work.

Appreciates when Kai is honest about limitations.

Deep in promotions, pricing discrepancies, cruise booking flows.

Responsible for approving enablement guide content.

Healthy skeptic. Exactly the kind of person who makes AI better.

Want to see yours? Ask him: @Kai what do you know about me?

queried live from production db

AI at Kaptio

The honest view

AI is changing our industry and our company. We need to talk about it openly — what it means, how we feel about it, and how we shape it intentionally.

What We're Hearing

"I feel secure in my role"

Dropped to the 6th lowest scoring question company-wide in February — up from 22nd place. The trend started in Engineering in January.

Source: Officevibe, February 2026

This is real and we need to address it. AI is not going away — but the answer isn't silence, it's intentional design of how we work with it.

The Frame

We are framing our AI adoption around outcomes.

We are building AI teammates and new ways of working that have AI embedded into reaching an outcome. This is not about technical training — it's about behavioral change and designing how humans and AI work together.

"Organizations that succeed will not be those that automate the fastest, but those that channel efficiency into reinvestment, fueling new forms of value creation."

— Deloitte Human Capital Trends 2026

AI Values

Extending our values with an AI lens

Work Together (with AI)

Share prompts, patterns, artifacts. Use Kai for cross-role knowledge. Be clear when AI helped.

Keep Improving (with AI)

Treat prompts and templates as iterated products. Run small experiments, publish learnings.

Own It (with AI)

Humans stay accountable for decisions and customer impact. Verify before shipping. Escalate when confidence is low.

Lead with Energy (with AI)

Model curiosity. Help others build confidence. Reinforce quality gates as enablement, not red tape.

New — AI Practice Library

Shared prompts, patterns, and learnings

We've launched a practice library where anyone can contribute the prompts, patterns, and lessons they've learned working with AI. 9 practices live today, organized by our four values.

Prompt

Ask Kai Before Searching Alone

Use @Kai in Slack to surface existing knowledge before spending time searching manually.

Pattern

Iterate on Prompts Like Products

Version them, test them, refine them, share what you learn.

Checklist

Verify AI Output Before Shipping

A checklist for validating AI content, code, and analysis before it reaches customers.

enablement.kaptio.com/practices

We'll share this on #team-kaptio today.

How We Work with Kai

Kai works in the open.
So should we.

Kai will never have DMs with our team. He lives in open channels because that's where the whole team benefits. The context locked in private DMs is invisible to Kai — and to your other teammates too.

When we move conversations into open channels, Kai becomes a better teammate — and so do the humans. Stop siloing information in private DMs.

Contribute a practice

Say @Kai save this as a practice in any Slack channel.

Coming Next

The Outcome Model

End-of-March KTM — Ian and Janet will present how we're evolving Services. Not just program updates. A new way of thinking about what we deliver.

"Measure outcomes, not activity."

Stop tracking tickets closed and process steps completed. Start tracking: customer problem resolved, time-to-resolution, and did they come back with the same issue.

The Direction

Kaptio is a sought-after workplace and a best-in-class technology company with AI embedded in everything we do.

The question isn't whether AI changes Kaptio — it's whether we shape that change intentionally. That's what we're doing.

Open discussion

How does this land? Questions, reactions, concerns — let's talk.