{"id":22068,"date":"2026-03-06T20:52:26","date_gmt":"2026-03-06T20:52:26","guid":{"rendered":"https:\/\/teamheller.com\/?p=22068"},"modified":"2026-03-06T21:15:45","modified_gmt":"2026-03-06T21:15:45","slug":"ashrae-ai-roadmap","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/case-studies\/ashrae-ai-roadmap","title":{"rendered":"ASHRAE AI Roadmap"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"22068\" class=\"elementor elementor-22068\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-25fff924 e-con-full e-flex e-con e-parent\" data-id=\"25fff924\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-522aafc6 e-flex e-con-boxed e-con e-child\" data-id=\"522aafc6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-439ddb98 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"439ddb98\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Unlocking smarter service with AI<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f137b5d elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"5f137b5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">ASHRAE AI Roadmap<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-75237b5 animated-fast e-flex e-con-boxed elementor-invisible e-con e-child\" data-id=\"75237b5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;slideInUp&quot;,&quot;animation_delay&quot;:600}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-784008b1 e-con-full e-flex e-con e-child\" data-id=\"784008b1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1ad0a252 elementor-widget elementor-widget-text-editor\" data-id=\"1ad0a252\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"backgroundContent\"><p><a href=\"https:\/\/www.ashrae.org\/\">The American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE)<\/a> is a global professional association committed to advancing the arts and sciences of heating, ventilation, air conditioning, refrigeration, and related systems. ASHRAE develops widely recognized technical standards and guidelines and provides education and certification programs for engineers and industry professionals. Its mission is to serve humanity by promoting sustainable technology and improving indoor environmental quality and energy efficiency.<\/p><p>ASHRAE technology leaders asked Heller to help them clarify where AI could responsibly add value\u2014without risking member trust or intellectual property tied to their Standards. Through a structured <a href=\"\/what-we-do-technology-strategy\/ai-preparedness-assessment\">AI preparedness assessment<\/a> and collaborative workshops, we co-created an actionable roadmap to move from exploration to measured incorporation of AI.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bb6bba1 elementor-widget__width-initial elementor-absolute elementor-widget-mobile__width-inherit elementor-invisible elementor-widget elementor-widget-image\" data-id=\"bb6bba1\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_position&quot;:&quot;absolute&quot;,&quot;_animation&quot;:&quot;slideInRight&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1500\" height=\"844\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design.jpg?strip=all\" class=\"attachment-full size-full wp-image-22070\" alt=\"A technician in a light-colored uniform inspects and writes on a ceiling-mounted air conditioning unit with a clipboard, much like outlining an AI roadmap for nonprofits case study, inside a modern office space.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design.jpg?strip=all 1500w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design-300x169.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design-1024x576.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design-150x84.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design-768x432.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design.jpg?strip=all&amp;w=600 600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design.jpg?strip=all&amp;w=900 900w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design.jpg?strip=all&amp;w=1200 1200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d5b2b7e e-flex e-con-boxed e-con e-parent\" data-id=\"d5b2b7e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d1e0509 e-con-full e-flex e-con e-child\" data-id=\"d1e0509\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5b786ffe elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"5b786ffe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 25 22\"><path d=\"M24.846.345v4.16c-.996.087-1.906.477-2.73 1.17-.78.694-1.408 1.582-1.884 2.665-.434 1.04-.65 2.188-.65 3.445h5.07v10.01H14.315V12.89c0-2.73.477-4.983 1.43-6.76.997-1.776 2.297-3.141 3.9-4.095a12.275 12.275 0 0 1 5.2-1.69Zm-14.104 0v4.16c-.997.087-1.907.477-2.73 1.17-.78.694-1.409 1.582-1.886 2.665-.433 1.04-.65 2.188-.65 3.445h5.006v10.01H.146V12.89c0-2.73.499-4.983 1.495-6.76.997-1.776 2.297-3.141 3.9-4.095a12.275 12.275 0 0 1 5.2-1.69Z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-699a1927 elementor-widget elementor-widget-testimonial\" data-id=\"699a1927\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"testimonial.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-wrapper\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-content\">Human oversight is essential for every AI use case. For any automated decision-making, a human with appropriate knowledge will review outcomes to verify they align with guiding principles to intervene or override decisions if necessary.<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-testimonial-meta\">\n\t\t\t\t<div class=\"elementor-testimonial-meta-inner\">\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-details\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-name\">FROM ASHRAE'S AI GUIDING PRINCIPLES<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-43dd7df8 e-flex e-con-boxed e-con e-parent\" data-id=\"43dd7df8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e0cd56d e-con-full e-flex e-con e-child\" data-id=\"e0cd56d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4b8993a7 e-con-full e-flex e-con e-child\" data-id=\"4b8993a7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6a3e4985 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"6a3e4985\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Challenge: Shadow AI, siloed data, and governance risk<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45141a0a elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"45141a0a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"sc-cAmkOX iuQttW\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"63ea084d-a355-4a44-b908-ee22bd3fa63b\">ASHRAE, like many nonprofits without an AI roadmap, had a ban on AI use in the organization. This led to the use of \u201cshadow AI\u201d\u2014staff experimenting with tools without policy or oversight. At the same time, data lived in silos, governance was informal, and teams held differing views on when and how to use AI.\u00a0<\/p><p class=\"sc-cAmkOX iuQttW\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"63ea084d-a355-4a44-b908-ee22bd3fa63b\">Leaders were excited about AI\u2019s capacity to serve their members better but hesitant to adopt AI across the organization because they were concerned about losing control of proprietary information. The organization needed a <a href=\"https:\/\/techcommunity.microsoft.com\/blog\/nonprofittechies\/introducing-an-ai-governance-framework-for-nonprofits\/4217132\">unifying strategy<\/a> that prioritized privacy, fairness, and member value while aligning staff across departments.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5b94575a e-flex e-con-boxed e-con e-parent\" data-id=\"5b94575a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-68ba0e0f elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"68ba0e0f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Solution: A governance\u2011first AI roadmap<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3aa86968 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"3aa86968\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Discovery &amp; alignment.<\/strong> Heller conducted four AI workshops to document goals, current maturity, and <a href=\"https:\/\/word.nten.org\/wp-content\/uploads\/2024\/10\/1_AI-Governance-Framework-for-Nonprofits_An-Overview_2024.07.18-compressed.pdf\">AI Guiding Principles<\/a>; we identified ASHRAE\u2019s AI maturity to be <strong>Exploration<\/strong>, with a plan to advance to <strong>Incorporation<\/strong>.<\/p><p><strong>Data review.<\/strong> We inventoried data sources, mapped systems, and evaluated the feasibility and impact for each proposed use case\u2014pinpointing gaps in governance, data management and integration, and processes that would limit AI success.<\/p><p><strong>Governance-first roadmap.<\/strong> We recommended standing up an AI Governance Committee, defining <a href=\"https:\/\/www.mckinsey.com\/capabilities\/quantumblack\/how-we-help-clients\/generative-ai\/responsible-ai-principles\">permitted uses of AI<\/a>, formulating an Acceptable Use policy and AI reference style guide, and establishing third-party risk and monitoring practices.<\/p><p><strong>Platform and rollout planning.<\/strong> For near-term productivity, we proposed a phased Generative AI approach inside their current tools and using the Copilot function they already had access to (with Purview monitoring), then expanding to Copilot Studio for power users\u2014paired with training and permission reviews.<\/p><p><strong><a href=\"\/what-we-do-technology-strategy\/change-management\">Change management<\/a>.<\/strong> We advised proactive communications, role-based training, and a clear \u201cwhy statement\u201d to reduce fear, build buy-in, and improve adoption.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1c302d e-flex e-con-boxed e-con e-parent\" data-id=\"1c302d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2a11389f e-con-full e-flex e-con e-child\" data-id=\"2a11389f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1e1091cd elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"1e1091cd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 25 22\"><path d=\"M24.846.345v4.16c-.996.087-1.906.477-2.73 1.17-.78.694-1.408 1.582-1.884 2.665-.434 1.04-.65 2.188-.65 3.445h5.07v10.01H14.315V12.89c0-2.73.477-4.983 1.43-6.76.997-1.776 2.297-3.141 3.9-4.095a12.275 12.275 0 0 1 5.2-1.69Zm-14.104 0v4.16c-.997.087-1.907.477-2.73 1.17-.78.694-1.409 1.582-1.886 2.665-.433 1.04-.65 2.188-.65 3.445h5.006v10.01H.146V12.89c0-2.73.499-4.983 1.495-6.76.997-1.776 2.297-3.141 3.9-4.095a12.275 12.275 0 0 1 5.2-1.69Z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1d806f68 elementor-widget elementor-widget-testimonial\" data-id=\"1d806f68\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"testimonial.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-wrapper\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-content\">Content generated in part or whole by AI will be labelled as AI generated (or the source will be cited). AI system decisions and outputs must be understandable and explainable to users and regulators.<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-testimonial-meta\">\n\t\t\t\t<div class=\"elementor-testimonial-meta-inner\">\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-details\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-name\">FROM ASHRAE'S AI GUIDING PRINCIPLES<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-524ff43 e-flex e-con-boxed e-con e-parent\" data-id=\"524ff43\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4c3df3a0 e-con-full e-flex e-con e-child\" data-id=\"4c3df3a0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7fce9381 e-con-full e-flex e-con e-child\" data-id=\"7fce9381\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-660623e1 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"660623e1\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The Result: Governed AI with measurable impact<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4254f0a6 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"4254f0a6\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<section id=\"block-d79896cb-a773-4b67-9f57-2b885993edc3\" class=\"sc-dWrMgH cCUotd ripley__Block--block__fw scrolling-down in-viewport\" tabindex=\"-1\" role=\"presentation\" data-foleon-id=\"block-d79896cb-a773-4b67-9f57-2b885993edc3\" data-testid=\"@foleon\/maggie-viewer_section-component\"><div class=\"sc-fpiMtx fYaMvU ripley__Block--wrapper-inner\"><div class=\"sc-gEzdvI exiEEL im-row\"><div class=\"sc-hYAvtR eVSuna im-column\" data-testid=\"@foleon\/maggie-viewer_column-component\" data-foleon-id=\"a42ef382-84fd-4fff-9e7b-1a78aecd3ef5\"><div class=\"im-column-inner\"><div class=\"sc-bOdrWM jAnukA\"><p><strong>Shared guardrails.<\/strong> ASHRAE adopted AI Guiding Principles\u2014privacy, fairness, transparency, safety\/security, reliability, accountability, commitment to members, and human oversight\u2014to evaluate all use cases going forward.<\/p><p><strong>Prioritized value.<\/strong> Together we prioritized seven use cases but focused on the two areas of highest priority: <strong>Member services &amp; engagement<\/strong> and <strong>data integration &amp; licensing.<\/strong><\/p><p><strong>Actionable path.<\/strong> The roadmap includes <a href=\"https:\/\/nonprofitquarterly.org\/how-nonprofits-can-help-shape-ai-governance\/\">approaches for governance<\/a>, staff education, a GenAI pilot, a list of approved apps, and a monitoring regimen. Simultaneously, the organization is selecting top use cases, defining requirements for each use case, and will run responsible AI testing that includes red teams and continuous monitoring.<\/p><p><strong>Clarity on what AI success looks like.<\/strong> By establishing clear metrics for efficiency, member experience, cross\u2011department alignment, and IP protection, the project produced tangible business outcomes. ASHRAE emerged with enhanced search functionality and stronger policies to protect and preserve its Standards.<\/p><\/div><\/div><\/div><\/div><\/div><\/section>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-da4cdb5 e-flex e-con-boxed e-con e-parent\" data-id=\"da4cdb5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-01a0172 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"01a0172\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What this means for leading social sector organizations<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7417c96 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"7417c96\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>This approach actively guides mission-driven organizations to align AI adoption with their organizational goals. We start by establishing clear guardrails, identifying low-risk productivity gains, and designating a single, monitored GenAI entry point to reduce shadow AI and unnecessary risk.<\/p><p>From there, organizations can move deliberately into high-value use cases\u2014such as member, patient, or student services, and content or licensing workflows\u2014using responsible, human-led testing to ensure AI reduces manual work, improves efficiency, and better aligns staff time with mission-critical needs before anything is launched.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-246c522 e-con-full e-flex e-con e-parent\" data-id=\"246c522\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-1b7c63e8 e-con-full e-flex e-con e-child\" data-id=\"1b7c63e8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-537fcd00 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"537fcd00\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ready to get started?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-113c3567 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"113c3567\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>If you\u2019re ready to turn AI from adhoc experiments into a safe, mission aligned program, we can help you replicate this roadmap. Share your goals and systems, and we\u2019ll shape an adoption plan your stakeholders can support.<\/p><p>If you work at a nonprofit, education, or healthcare org and you need help with your technology project, get in touch!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2deeb09c elementor-align-justify elementor-widget__width-initial elementor-invisible elementor-widget elementor-widget-button\" data-id=\"2deeb09c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:600}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/what-we-do-technology-strategy\/ai-preparedness-assessment\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CONTACT US<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-68ad54f8 e-con-full e-flex e-con e-child\" data-id=\"68ad54f8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Unlocking smarter service with AI ASHRAE AI Roadmap The American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) is a global professional association committed to advancing the arts and sciences of heating, ventilation, air conditioning, refrigeration, and related systems. ASHRAE develops widely recognized technical standards and guidelines and provides education and certification programs for engineers [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":22070,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[136,350],"tags":[1026,254,355,1023,1024,1025],"ppma_author":[474],"class_list":["post-22068","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-case-studies","tag-ai-ethics","tag-nonprofit-ai","tag-case-study","tag-ashrae","tag-membership-organization","tag-ai-roadmap"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>ASHRAE AI Roadmap - Heller Consulting<\/title>\n<meta name=\"description\" content=\"ASHRAE worked with Heller to define a responsible AI strategy\u2014aligning governance, data, and teams to unlock member value without risking IP.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/teamheller.com\/resources\/case-studies\/ashrae-ai-roadmap\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ASHRAE AI Roadmap\" \/>\n<meta property=\"og:description\" content=\"Unlocking smarter service with AI ASHRAE AI Roadmap The American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) is a global\" \/>\n<meta property=\"og:url\" content=\"https:\/\/teamheller.com\/resources\/case-studies\/ashrae-ai-roadmap\" \/>\n<meta property=\"og:site_name\" content=\"Heller Consulting\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-06T20:52:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-06T21:15:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/teamheller.com\/wp-content\/uploads\/2026\/03\/ashrae-case-study-main-image-new-design.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"844\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Lyndal Cairns\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lyndal Cairns\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/case-studies\\\/ashrae-ai-roadmap#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/case-studies\\\/ashrae-ai-roadmap\"},\"author\":{\"name\":\"Lyndal Cairns\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/#\\\/schema\\\/person\\\/e6b5d444364c0488420ee4c358014b9b\"},\"headline\":\"ASHRAE AI Roadmap\",\"datePublished\":\"2026-03-06T20:52:26+00:00\",\"dateModified\":\"2026-03-06T21:15:45+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/case-studies\\\/ashrae-ai-roadmap\"},\"wordCount\":800,\"publisher\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/case-studies\\\/ashrae-ai-roadmap#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/es7hq8rr83h.exactdn.com\\\/wp-content\\\/uploads\\\/2026\\\/03\\\/ashrae-case-study-main-image-new-design.jpg?strip=all\",\"keywords\":[\"ai ethics\",\"nonprofit ai\",\"case study\",\"ashrae\",\"membership organization\",\"ai roadmap\"],\"articleSection\":[\"Data &amp; 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