A look at how to automate sales reps' daily morning research, schedule checks, meeting-history summaries and material preparation with AI. Introduces the design of a sales briefing built by a task-executing AI agent.
A practical guide to the internal FAQ, enquiry desk, first-line triage and escalation design worth putting in place before rolling generative AI out across the company. Aimed at IT, DX, HR, legal and security teams.
For IT, security and compliance teams and those driving digital transformation, this article explains the causes of shadow AI, how to make unsanctioned generative AI use visible, and the steps for designing an AI allow-list and operational rules.
For DX leads wrestling with how to build an AI adoption team, we explain a core structure of promotion, technology and decision-making, alongside a RACI design that brings in legal, HR and frontline representatives.
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.
