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Guides to AI and workflow automation

Guides to evaluating use cases, preparing workflows, choosing tools, and measuring results.

Latest · Guide

Six Checks for AI Readiness in Your Operations

Check workflow documentation, data ownership, exceptions, measurement, decision rights, and access controls before introducing AI into a business process.

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Briefing

Secure Company Data Before You Deploy AI

Securing company data before AI deployment matters more than speed. A practical framework for mid-market businesses to adopt AI without leaking data.

Field Notes

Why AI Tools Go Unused and What to Check

Investigate low adoption by checking workflow fit, duplicate work, output quality, training, and ownership before renewing or expanding an AI tool.

Briefing

Measuring AI ROI Through Cycle Time and Capacity

Measure automation using cycle time, capacity, correction rates, and full operating costs. Distinguish time recovered from cash savings.

Guide

AI Agents and Automation: How to Choose for Your Workflow

Compare rules-based automation and AI agents, including reliability, permissions, costs, and human review. Choose an approach for each step of your workflow.

Briefing

Planning an AI Pilot That Can Reach Production

Plan an AI pilot with representative tests, a production owner, integration requirements, costs, and a clear decision at the end.

Guide

How to Map a Workflow Before Automating It

Follow real cases to map steps, owners, systems, decisions, and exceptions. Use the map to choose what to automate and what to change first.

Guide

What to Check Before Implementing AI

Review process stability, data access, ownership, and measurement before implementing AI. Identify dependencies and plan the next steps for a specific workflow.

Guide

7 Questions to Answer Before You Implement AI

Check the problem, success measure, process, data, ownership, error handling, and full cost before committing to an AI implementation.

Briefing

Build, Buy, or Configure AI: A Practical Comparison

Compare buying, configuring, and building AI tools using workflow fit, data access, integration costs, and long-term ownership.

Guide

Common Reasons AI Projects Stall and How to Address Them

Review the objectives, data, ownership, adoption, and measurement gaps that can stall an AI project, with practical checks before implementation.

Briefing

What an AI Opportunity Assessment Includes

Understand the findings and deliverables of an AI Opportunity Assessment, from workflow problems and data dependencies to priorities and cost assumptions.

Field Notes

When to Standardize a Process Before Automating It

Identify unnecessary variation before building automation. Agree on the standard process, preserve legitimate exceptions, and check whether software is still needed.

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