A guide for IT, DX, HR and department heads on designing AI usage rules split into company-wide and departmental layers, with a two-layer approach that lets teams use AI without hesitation.
For those troubled by stalled CRM entry on the sales floor and the doubtful reliability of opportunity logs and activity history, this article explains the operating design of a CRM-update AI and a business-execution AI agent.
A guide to the requirements to sort out before building a task-executing AI agent platform. It covers how to define use cases, permissions, data integration, auditing and security.
A guide for managers grappling with running teams that include AI agents: rethinking role design, goal-setting, delegation, appraisal and psychological safety to run a hybrid human-AI team.
A step-by-step guide for sales-planning and sales leaders who want to build AI into the entire sales process, walking through how to redesign targeting, deal management, lead nurturing and CRM (SFA) integration.
A guide to designing generative-AI training — covering invoice checking, organising approval documents, regulation search and audit handling — for accounting and administrative departments run off their feet with the monthly close and approval processing.
A practical guide to building an internal prompt library for HR, digital-transformation leads and AI champions. We cover design granularity, template items, the review and publication flow, and the operating structure.
Raising adoption of department-level AI assistants takes more than showing off features. Persona design, work scenarios, well-judged announcements, feedback and an improvement cycle all have to come together. This piece sets out the operational tactics that help workplace AI take root on the ground.
For IT, DX and data-platform teams looking to put internal data to work, this piece sets out the design choices behind RAG, knowledge foundations, vector search, document preparation, access permissions, metadata, PII protection and accuracy evaluation.
An explanation of Human in the Loop (HITL) from the angles of AI-operations design, approval flow, quality gates and lines of accountability. We unpick both the worry of leaning on AI too heavily and the inefficiency of people being involved too much.
A practical guide to connecting generative AI training for sales teams to real work: meeting preparation, proposal writing, minutes summaries, CRM entry and role-play. It also sets out the points executives, IT leads and marketing and sales leaders should weigh.
A look at the failures that tend to crop up early in a generative-AI rollout, viewed through the proof of concept, resistance on the ground, governance, training and impact measurement. A guide for those in industry on why AI adoption fails to take root, and how to put it right.
