Playbooks

Playbooks

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

Intermediate Data & AI

Generative AI for Product & UX Design Playbook

A framework for using generative AI in product and UX design workflows — rapid prototyping and design exploration, avoiding generic AI-aesthetic homogenization,

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Advanced Data & AI

AI for Energy & Utilities Grid Optimization Playbook

A framework for AI-driven energy and utilities grid optimization — load balancing, renewable integration forecasting, and predictive grid maintenance — that app

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Intermediate Commercial Excellence

Ideal Customer Profile & Segmentation Playbook

Build a data-backed ideal customer profile and a fit-value segmentation model so Sales and Marketing chase the accounts most likely to close, expand, and stay.

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Intermediate Commercial Excellence

AI-Enabled Commercial Analytics & Next-Best-Action Playbook

A framework for AI-enabled commercial analytics and next-best-action recommendations — building recommendations grounded in genuine predictive validity and deli

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Beginner Commercial Excellence

Sales Process Standardization & CRM Hygiene Playbook

A framework for sales process standardization and CRM hygiene — establishing consistent data entry standards and process discipline across the sales organizatio

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Advanced Commercial Excellence

End-to-End Commercial Excellence Playbook (Operating Model, KPIs, Rhythm)

Build one commercial operating model that aligns Sales, Marketing, Customer Success, and Finance around the same KPIs, the same deal-stage definitions, and one

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Advanced Commercial Excellence

OEM & Strategic Alliance Commercial Excellence Playbook

A framework for OEM and strategic alliance commercial excellence — building governance structures and relationship management practices that sustain alliance va

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Advanced Commercial Excellence

Indirect Route-to-Market Optimization Playbook

A framework for indirect route-to-market optimization — evaluating and selecting indirect channel structures (distributors, resellers, agents) based on genuine

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Intermediate Data & AI

Measuring AI ROI & Value Realization Playbook

An executive playbook for measuring and reporting AI ROI, using a four-stage value ladder, a baseline-and-attribution method, templates, and a worked customer-s

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Advanced Data & AI

AI Procurement & Vendor Evaluation Playbook (Build vs Buy)

A procurement playbook for AI build-vs-buy decisions and vendor evaluation, with a weighted scorecard, red-flag checklist, contract-negotiation tips, and a work

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Intermediate Digital Transformation

Digital Transformation Benchmarking & External Best-Practice Adoption Playbook

A framework for digital transformation benchmarking and external best-practice adoption that extracts genuinely transferable lessons from other organizations' t

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Intermediate Data & AI

AI Experimentation & Innovation Lab Playbook

A practical playbook for running an AI experimentation function, using a three-gate funnel, pilot templates, and a worked retail example that shows how to kill

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