AI Workflow Candidate Scorecard
A practical screen for deciding whether a workflow deserves deeper review.
Review and download →Practical decision tools
Clarify the workflow, evidence, controls and commercial decision.
Each resource is educational and should be reviewed by the accountable technical, security, legal and operating owners.
AI Pilot Go / No-Go Checklist
A gate for authorizing a bounded workflow pilot.
Review and download →AI Readiness Assessment Worksheet
A cross-functional worksheet for moving from mandate to evidence-based decision.
Review and download →AI Automation ROI Planning Model
A transparent worksheet for ranges, assumptions and sensitivity - not a promised return.
Review and download →AI Agent Control Matrix
Tools, permissions, human authority and evidence for agentic systems.
Review and download →LLM Evaluation Template
Representative cases, acceptance criteria and regression evidence.
Review and download →AI Vendor Comparison Guide
A decision structure for models, platforms and implementation partners.
Review and download →90-Day AI Workflow Pilot Timeline
A planning sequence from decision design to evidence and exit.
Review and download →AI Implementation Evidence Checklist
The evidence required to move from idea to pilot, production and operation.
Review and download →AI Discovery Preparation Guide
Prepare one workflow for a senior, evidence-based discussion.
Review and download →AI Project Buyer Decision Checklist
Compare proposals on evidence, responsibility and operating risk.
Review and download →Client Onboarding Guide
People, evidence, access and controls required to start responsibly.
Review and download →High-Risk AI Use-Case Narrative Worksheet
A structured narrative for harm, authority, evidence and review.
Review and download →AI Implementation Document Organizer
A controlled index for evidence, decisions, access and operating records.
Review and download →120-Day Managed AI Operations Renewal Timeline
An evidence-based renewal or transition process.
Review and download →