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5 minute read · Free worksheet & examplePractical AI guides
What could your
business do next?
Make client work easier. Help people use what your experts know. Build a service your business cannot offer today. Start with the job you want to improve, then find the explanation and examples you need.
37 practical guides for service firms and larger organisations. Every guide includes a free worksheet and example. Use it online or download the PDF. No email required.
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37 guides
Make the case
AI business case template: fund the first step of a bigger change
Build an AI business case around new services, stronger delivery and the full cost of change. Use the free workbook and follow a worked example.
5 minute read · Free worksheet & exampleDefine useful work
AI use case template: connect the first project to the bigger goal
Define an AI use case that changes how your business works. Use a free worksheet covering the goal, first build, human decisions and later uses.
4 minute read · Free worksheet & exampleTest the idea
AI proof of concept: test what could stop the bigger plan
Plan an AI proof of concept around the hardest assumption in your business plan. Use a test template, sample requests and clear checks before investing.
5 minute read · Free worksheet & exampleMeasure the return
AI ROI: measure the return from a bigger business change
Measure AI ROI from actual costs, new work and service results. Use a worksheet and worked example to decide whether the next investment is justified.
6 minute read · Free worksheet & examplePlan the build
AI implementation roadmap: the first build and what comes next
Plan an AI implementation that supports wider business change. Use a six-stage roadmap covering the first workflow, team adoption and the next investment.
5 minute read · Free worksheet & exampleFind the useful work
AI for professional services: turn expertise into a wider service
Explore how AI can help service firms reach more clients and large organisations share expertise. See delivered examples and plan a meaningful first build.
5 minute read · Free worksheet & exampleUnderstand the work
Process mapping template: draw the work before you automate it
Download a free process map and worksheet. Map the people, decisions and client-specific variations before choosing what to automate.
6 minute read · Free worksheet & example
Make knowledge useful
How to build an internal knowledge base your team will actually use
Organise the information your team needs, with owners, access rules and review dates. Includes a free inventory and a completed service-firm example.
5 minute read · Free worksheet & exampleDesign useful work
What is an AI workflow? Follow one client job from start to finish
See how a client request becomes useful work through sources, rules, AI and human decisions. Includes a workflow diagram and free design worksheet.
6 minute read · Free worksheet & exampleStart client work well
Client onboarding checklist: get the information right before work starts
A free client onboarding checklist for service firms. Agree the outcome, collect useful context and access, assign responsibilities and confirm the first job.
4 minute read · Free worksheet & exampleKeep decisions clear
Human in the loop AI: decide what the system does and what a person checks
Design human review around AI work. Define approval, exceptions and evidence, with a free responsibility worksheet and a completed example.
5 minute read · Free worksheet & exampleBuild a new service
How to productise a service using your team’s expertise
Design a repeatable service around a recurring client job. Explore a client-operated offer, expert responsibilities and commercial checks, with a free worksheet.
5 minute read · Free worksheet & exampleShare the expertise
Knowledge management strategy: help more people use what your experts know
Build a knowledge management plan around useful work, with owners, review rules and measures that show whether people can use the information.
4 minute read · Free worksheet & exampleGive agents useful work
AI agent examples for service firms: the work, the information and the human decisions
See practical AI agent examples for client work, with a clear distinction between delivered automation, reported current capabilities and proposed services.
4 minute read · Free worksheet & exampleBuild answers you can check
How to build an AI knowledge base that can show where its answers came from
Build and test a small knowledge-base example with source quotations, separate validity dates, client boundaries and an optional local AI model.
5 minute read · Free worksheet & exampleHelp the team use it
AI adoption strategy: help a team use the new workflow in everyday work
Plan AI adoption around real jobs, clear responsibilities, useful training and feedback that changes the workflow. Includes a free rollout worksheet.
4 minute read · Free worksheet & exampleCapture expert judgement
Tacit knowledge: how to capture what your experts know but rarely write down
Learn what tacit knowledge means and capture expert judgement through real examples, contrast questions and a test with another person.
4 minute read · Free worksheet & exampleChoose the right system
AI agent vs chatbot: which one does your business actually need?
Compare AI agents and chatbots by the work they perform, their tool access and the decisions people keep. Includes a practical comparison worksheet.
4 minute read · Free worksheet & exampleConnect business information
What is a knowledge graph? A plain-English example from a service business
Understand knowledge graphs through a small client-work example connecting people, agreements, tasks and sources. Download the sample graph and worksheet.
4 minute read · Free worksheet & exampleChoose the information structure
Knowledge base vs knowledge graph: when do connected relationships matter?
Compare a knowledge base and knowledge graph using the same client-work questions, including ownership, permissions and upkeep.
4 minute read · Free worksheet & exampleTest the work and its limits
How to evaluate an AI agent before it starts doing client work
Test an AI agent’s decisions, evidence, permissions and stopping behaviour. Includes a test record and a runnable evidence-checking example.
4 minute read · Free worksheet & exampleHandle incoming requests
Email triage: sort requests and draft replies while keeping approval with a person
Design email triage around request type, evidence, deadlines and approval. See a delivered PR workflow and a free routing worksheet.
4 minute read · Free worksheet & exampleMake reporting useful
Automated client reporting: connect the numbers and keep the explanation useful
Plan automated client reporting with client-specific requirements, consistent metric definitions, source dates and human review. Includes a mapping worksheet.
4 minute read · Free worksheet & exampleAutomate the first handover
Client onboarding automation: what to automate and what still needs a conversation
Run a sample client onboarding automation that checks approval and inputs, creates task records and handles retries. Includes a free setup worksheet.
4 minute read · Free worksheet & exampleFind the delivery problem
Why AI projects fail after the demo, and what to check before rollout
Diagnose why an AI demo has not become useful daily work. Check the process, information, approval, team use and full running effort.
4 minute read · Free worksheet & exampleChoose the delivery route
Build vs buy AI: decide when an existing tool is enough
Compare buying, configuring and building AI against the same real workflow. Check fit, integrations, ownership, upkeep and complete running cost.
4 minute read · Free worksheet & exampleEstimate the work involved
What drives the cost of an AI implementation?
Estimate AI implementation cost from scope, information preparation, integrations, evaluation, review and running usage. Download the free cost-driver worksheet.
4 minute read · Free worksheet & examplePrepare reliable inputs
AI data preparation: check the information before you connect it to a workflow
Prepare data for an AI workflow with consistent definitions, source ownership, permissions and dates. Understand how document retrieval differs from model training.
4 minute read · Free worksheet & exampleSee knowledge used in work
Knowledge management examples: show how expertise becomes useful work
Explore practical knowledge management examples for client reporting, meeting cover, request matching and shared methods, with delivery status made clear.
4 minute read · Free worksheet & exampleKeep business context connected
What could a digital twin of an organisation actually do?
Understand an organisational digital twin through business context, relationships, source dates and human decisions, with clear limits on our current build.
4 minute read · Free worksheet & exampleDesign client-operated work
Client self-service portals: choose the work clients can do for themselves
Design a client self-service portal around one useful recurring job, with client context, expert review and a clear route for help.
4 minute read · Free worksheet & examplePlan sustainable capacity
How to scale a service business when expert time is the bottleneck
Model service-business capacity with reusable methods, expert review, support and real demand. Includes a free capacity worksheet and worked calculation.
4 minute read · Free worksheet & exampleChoose how the work runs
AI agents vs automation: when does a workflow need judgement?
Compare fixed automation, AI-assisted steps and model-selected actions using one client-reporting job. Includes a free workflow-choice worksheet.
3 minute read · Free worksheet & exampleKeep ownership of the work
How to avoid tying your business knowledge to one AI supplier
Keep business information, workflow rules and evaluations portable. Test what you can export and what must be retested when an AI supplier changes.
4 minute read · Free worksheet & examplePrepare a useful handover
Knowledge transfer: keep client context when an expert leaves or goes on holiday
Prepare a useful knowledge-transfer handover with current client context, pending decisions, authority and a practice job. Includes a free handover record.
4 minute read · Free worksheet & exampleTest the proposed offer
How to test whether clients will pay for a new service before you build it
Validate a proposed service through recent client jobs, a small paid offer, accepted results and repeat use. Includes an interview and pilot worksheet.
4 minute read · Free worksheet & exampleBring your bigger goal.
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