Playbooks

Playbooks

Structured, practitioner-ready playbooks — frameworks, templates, and step-by-step guidance for strategy, consulting, digital transformation, and AI.

Advanced Data & AI

AI Platform Strategy & ModelOps Governance Playbook

A framework for AI platform strategy and ModelOps governance — standardized model deployment infrastructure, lifecycle management, and cross-team governance — t

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Intermediate Data & AI

AI in Contact Centers & Omnichannel Service Operations Playbook

A framework for AI deployment in contact centers and omnichannel service operations — agent-assist tooling, automated triage, and quality monitoring — that impr

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Intermediate Data & AI

AI Change Leadership & Executive Role Modeling Playbook

A framework for AI change leadership through executive role modeling — leaders visibly and genuinely using AI in their own work, not just mandating adoption for

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Intermediate Data & AI

AI Contracting, SLAs & Third-Party Risk Playbook

A framework for AI vendor contracting, service level agreements, and third-party risk management — negotiating AI-specific contract terms around performance gua

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Intermediate Commercial Excellence

Commercial Excellence in Mid-Market & SMB Segments Playbook

A framework for commercial excellence in mid-market and SMB segments — sales motion, pricing, and process design calibrated to these segments' genuinely differe

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Advanced Digital Transformation

Digital Transformation Funding, Portfolio & Investment Governance Playbook

A framework for digital transformation funding and portfolio investment governance that allocates capital differently across initiatives based on their genuine

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Advanced Data & AI

AI-Powered Scenario Planning & Stress-Testing Playbook

A framework for AI-powered scenario planning and stress-testing — modeling a broader range of strategic and operational stress scenarios than manual analysis co

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Intermediate Data & AI

AI in Innovation Labs, Venture Studios & Corporate Incubators Playbook

A framework for using AI in innovation labs, venture studios, and corporate incubators — accelerating market research, concept generation, and rapid prototyping

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Advanced Data & AI

AI Agent Orchestration & Multi-Agent Systems Playbook

A framework for designing and orchestrating multi-agent AI systems — clear agent role definition, coordination protocol design, and orchestration-level monitori

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Intermediate Commercial Excellence

Renewal, Expansion & Upsell Motion Excellence Playbook

A framework for renewal, expansion, and upsell motion excellence — building dedicated process, ownership, and skill development for post-sale revenue growth, av

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Intermediate Commercial Excellence

Commercial Excellence for SMB & Inside Sales Motions Playbook

A framework for commercial excellence in SMB and inside sales motions — designing highly efficient, volume-oriented process appropriate to SMB deal economics, w

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Advanced Consulting

High-Stakes Executive Conversations for Trusted Advisors Playbook

A framework for preparing and navigating the rare, acute high-stakes executive conversations — a crisis update, a difficult recommendation with significant cons

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