Cloud & AI for the Enterprise
The Adoption Playbook Library provides clear, operational guidance for implementing AI capabilities in real environments. Each playbook follows a consistent structure so leaders can understand what the use case is, why it works, the data required, and how to execute the first 30 and 90 days with confidence.
The goal is to give organizations a practical, repeatable path for moving from concept to measurable results.
Every playbook is grounded in real workflows. You’ll see the conditions that support early wins, the friction points that slow adoption, and the success patterns that appear across industries and functions. This creates a reliable framework for planning, sequencing, and scaling AI initiatives.
Each theme reflects a major enterprise function or domain where AI adoption requires structured guidance.
Operational guidance for deploying AI across service channels, ticketing workflows, routing, quality monitoring, and agent productivity.
Practical steps for implementing AI in forecasting, pipeline management, lead scoring, account intelligence, and sales enablement.
Deployment patterns for content workflows, analytics, personalization, campaign optimization, and audience intelligence.
Guidance for automating document intake, classification, extraction, summarization, compliance review, and knowledge retrieval.
Playbooks for implementing AI‑driven insights, decision support tools, scenario modeling, and real‑time analytics.
Structured approaches for forecasting, scheduling, optimization, quality, logistics, and cross‑functional operational workflows.
Guidance for talent workflows, skills intelligence, workforce planning, employee support, and productivity tools.
Deployment steps for forecasting, reconciliation, reporting, risk analysis, and financial operations.
Patterns for implementing AI in infrastructure management, incident response, security operations, and IT workflows.
Targeted guidance for sectors with unique operational requirements, including: Manufacturing, Financial Services, Healthcare, Retail, Energy & Utilities, Oil & Gas, Public Sector, Media & Entertainment, Life Sciences, Technology, Telecom, Consumer Goods, and Travel & Hospitality.
The grid below contains all published playbooks. Each one follows a consistent structure with clear explanations, operational steps, and early‑stage execution guidance. You can read them in any order. Every playbook outlines what the use case is, why it works, the data required, the first 30 and 90 days, common pitfalls, and the success patterns that appear across organizations.
These playbooks form a core component of the Enterprise AI & Cloud Value Index, giving leaders a practical framework for deploying AI capabilities with clarity, discipline and ROI in mind.
The Adoption Playbook Library provides clear, operational guidance for implementing AI capabilities in real environments. Each playbook follows a consistent structure so leaders can understand what the use case is, why it works, the data required, and how to execute the first 30 and 90 days with confidence.
The goal is to give organizations a practical, repeatable path for moving from concept to measurable results.
Every playbook is grounded in real workflows. You’ll see the conditions that support early wins, the friction points that slow adoption, and the success patterns that appear across industries and functions. This creates a reliable framework for planning, sequencing, and scaling AI initiatives.
Each theme reflects a major enterprise function or domain where AI adoption requires structured guidance.
Operational guidance for deploying AI across service channels, ticketing workflows, routing, quality monitoring, and agent productivity.
Practical steps for implementing AI in forecasting, pipeline management, lead scoring, account intelligence, and sales enablement.
Deployment patterns for content workflows, analytics, personalization, campaign optimization, and audience intelligence.
Guidance for automating document intake, classification, extraction, summarization, compliance review, and knowledge retrieval.
Playbooks for implementing AI‑driven insights, decision support tools, scenario modeling, and real‑time analytics.
Structured approaches for forecasting, scheduling, optimization, quality, logistics, and cross‑functional operational workflows.
Guidance for talent workflows, skills intelligence, workforce planning, employee support, and productivity tools.
Deployment steps for forecasting, reconciliation, reporting, risk analysis, and financial operations.
Patterns for implementing AI in infrastructure management, incident response, security operations, and IT workflows.
Targeted guidance for sectors with unique operational requirements, including: Manufacturing, Financial Services, Healthcare, Retail, Energy & Utilities, Oil & Gas, Public Sector, Media & Entertainment, Life Sciences, Technology, Telecom, Consumer Goods, and Travel & Hospitality.
The grid below contains all published playbooks. Each one follows a consistent structure with clear explanations, operational steps, and early‑stage execution guidance. You can read them in any order. Every playbook outlines what the use case is, why it works, the data required, the first 30 and 90 days, common pitfalls, and the success patterns that appear across organizations.
These playbooks form a core component of the Enterprise AI & Cloud Value Index, giving leaders a practical framework for deploying AI capabilities with clarity, discipline and ROI in mind.
Executives and frontline managers are drowning in dashboards but starving for clarity. Every function tracks dozens of KPIs, yet most teams still rely on manual reporting cycles to explain what changed, why it changed, and what needs attention. Automated KPI summaries close that gap. They turn raw metrics into concise, contextual narratives that help leaders … Read more
You’ve probably felt the tension between how fast leaders need answers and how slowly traditional BI workflows can move. Dashboards help, but they still require someone to know which filters to adjust, which tables to join, and which metrics actually matter. Natural‑language BI queries shift that dynamic. They let your teams ask questions in plain … Read more
Organizations receive an endless stream of forms — applications, onboarding packets, medical forms, tax documents, service requests, compliance attestations, and internal templates. They arrive through email, portals, scanners, mobile uploads, and legacy systems. The first challenge isn’t extracting data. It’s simply knowing what type of form it is and where it should go. Form classification … Read more
Policies are essential for guiding behavior, ensuring compliance, and maintaining operational consistency. But they’re often long, dense, and difficult for employees to interpret quickly. HR teams, compliance officers, frontline managers, and auditors all need fast access to the core meaning of these documents. Policy summarization gives you a way to turn complex policies into clear, … Read more
Compliance teams live in a world of constant scrutiny. Policies change, regulations evolve, and organizations must prove — repeatedly — that they are following the rules. The documents involved are dense: regulatory filings, audit packets, certifications, disclosures, internal policies, vendor assessments, and more. Manual review is slow and error‑prone. Compliance document review automation gives you … Read more
Claims teams deal with some of the most document‑heavy, time‑sensitive workflows in any organization. Whether you’re in insurance, healthcare, warranty services, or public sector benefits, the pattern is the same: long forms, supporting documents, evidence packets, correspondence, and policy references. Manual review slows everything down. Claims processing automation gives you a way to accelerate decisions, … Read more
Accounts payable teams spend an enormous amount of time reading invoices, extracting line items, validating totals, matching POs, and entering data into ERP systems. The work is repetitive, error‑prone, and often backlogged — especially when vendors use different formats, layouts, and delivery methods. Invoice extraction gives you a way to automate this entire process with … Read more
Contracts are dense, complex, and time‑consuming to review. Legal teams, procurement, sales, and operations all depend on fast, accurate understanding of key terms — but manual review slows everything down. People spend hours scanning for obligations, renewal dates, pricing terms, liabilities, and risks. Contract summarization gives you a way to extract the essentials quickly so … Read more
Organizations handle an enormous volume of documents every day — PDFs, scanned forms, emails, contracts, invoices, claims, policies, and more. The challenge isn’t just storing them. It’s extracting the right information, routing it to the right systems, and doing it quickly enough to keep operations moving. Manual processing slows everything down. Intelligent Document Processing (IDP) … Read more
Creative teams are always under pressure to deliver more assets in less time — ad variations, social graphics, landing page visuals, presentation slides, product one‑pagers, and campaign imagery. The demand keeps rising, but design bandwidth rarely keeps pace. Creative asset drafting gives you a way to accelerate production by generating first‑pass concepts that your designers … Read more