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Scale Business Process Automation

Blueprint: Applications

As industries evolve and adopt more tools and technology, their products, services, and business operating models become more complex. Task- and desktop-based automations are often not enough. More sophisticated and scaled automations are needed to simplify and streamline the process from end...

Scale Business Process Automation Readiness Assessment

Tool: Applications

Use this tool as part of the Scale Business Process Automation blueprint to evaluate your readiness to scale business process automation.

Build a Chatbot Proof of Concept

Blueprint: Infrastructure & Operations

Lay the groundwork for a successful chatbot proof of concept while keeping business goals up front by implementing the proper metrics, gathering requirements for chatbot integration, choosing ticket candidates, and laying the roadmap for implementation before the vendor arrives on site.

Chatbot POC Metrics Tool

Tool: Infrastructure & Operations

Use this tool to record the metrics necessary to manage the success of your chatbot.

Chatbot POC Communication Plan

Tool: Infrastructure & Operations

Use this tool to communicate and market the launch of the chatbot to your organization and stakeholders.

Chatbot POC Implementation Roadmap

Tool: Infrastructure & Operations

Use this tool to plan and roadmap your action items during and beyond the implementation of your chatbot proof of concept.

Chatbot ROI Calculator

Tool: Infrastructure & Operations

Use this tool to determine if implementing a chatbot can create an ROI for your organization.

Responsible AI Primer and Playbook for Public Health and Healthcare Organizations

Blueprint: Industry Coverage

This playbook outlines how to build an organization’s responsible AI roadmap, establish responsible AI principles, prioritize opportunities, and develop policies for usage. Establishing and adhering to responsible AI guiding principles safeguards the adoption of AI applications.

Responsible AI Maturity Assessment and Roadmap Planning Tool

Tool: Industry Coverage

This tool will help you analyze your organization's current- and target-state maturity in AI capabilities and systematically develop a responsible AI roadmap for your target AI practices.

Implementing Responsible AI Leadership Presentation

Tool: Industry Coverage

A customizable tool for presenting your case for developing responsible AI guiding principles, assessing AI capabilities and readiness, and prioritizing use cases based on complexity, responsible AI guiding principles, and alignment with organizational goals.

Build Your Generative AI Roadmap

Blueprint: CIO

Generative AI is disrupting all industries and providing opportunities for organization-wide advantage. Organizations need to understand this disruptive technology and trends to properly develop a strategy for leveraging this technology successfully.

AI Maturity Assessment and Roadmap Tool

Tool: CIO

Develop deliverables that will be milestones in creating your organization’s generative AI roadmap for implementing candidate applications.

Drive Business Value With Off-the-Shelf AI

Blueprint: Data & Business Intelligence

This blueprint provides a framework that will guide organizations through the selection of an off-the-shelf AI product. To guarantee success of the off-the-shelf AI implementation and deliver value, organizations should start with a clear definition of the business case and an understanding of...

Off-the-Shelf AI Analysis

Tool: Data & Business Intelligence

Use this tool in conjunction with the Drive Business Value With Off-the-Shelf AI storyboard to guide the analysis and planning of the implementation.

Drive Customer Convenience by Enabling Text-Based Customer Support

Blueprint: Applications

This blueprint will help you assess if using text messaging channels is a prudent avenue to provide your customers with real-time service and support.

Text-Based Customer Support Business Case Assessment

Tool: Applications

Use this tool to help select a specific use case that matches your organizational needs for text-based customer support.

Vendor Landscape Plus: Customer Service Knowledge Management Platforms

Blueprint:

Complex product portfolios and high volume customer service inquiries cannot be serviced by simple FAQ lists and generic search engines. Dedicated customer service knowledgebases and specialized tools are required to deliver actual solutions to customers and service agents. Use this research to...

Customer Service Knowledge Management Platform Vendor Shortlist Tool

Tool: Applications

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in a Customer Service Knowledge Management (CSKM) platform.

Integrate Artificial Intelligence Into Your Manufacturing Operations

Blueprint: Industry Coverage

Follow this blueprint to learn how to easily identify the AI initiatives that your organization is best positioned to implement and learn how to build the business case for AI in your manufacturing organization.

AI Initiative Roadmap

Tool: Industry Coverage

This tool will help you to roadmap your AI initiative with a work schedule, a progress report, and an area to track goals and metrics.

Capitalizing on AI

Blueprint: Applications

In the quickly evolving AI landscape, marketing, sales, and customer success professionals encounter significant hurdles. While AI's availability and necessity grow, so does the wave of hesitation and uncertainty that AI brings with it. We help uncover golden opportunities in AI. Our strategy...

AI Evaluation Tool

Tool: Applications

Flesh out your AI use cases and create AI initiatives with assigned value and readiness scores. Rank and present your highest-scoring AI initiatives.

AI Use Cases

Tool: Applications

A comprehensive repository of AI use cases across the Technology and Marketing Management framework.

Build Your AI Strategic Roadmap

Blueprint: CIO

Develop a business-driven AI strategy to maximize benefits and minimize the risks associated with AI-based solutions. Understand the potential opportunities to improve business outcomes and best practices to govern the risks with developing or deploying AI applications.

AI Initiatives Prioritization and Roadmap Planning Tool

Tool: CIO

Transform your use cases to prioritize AI initiatives and plan your roadmap.

AI Maturity Assessment Tool

Tool: CIO

Use the AI Maturity Assessment Tool to identify the current AI maturity of your organization.

Build a Scalable AI Deployment Plan

Blueprint: CIO

AI adoption has gained significant momentum as your business leaders see the positive outcomes in your pilot projects. Stakeholders are ready to increase their investments in AI solutions and want to scale the initial success to other business and IT functions and technologies.

AI Execution Capability Assessment Tool

Tool: CIO

This tool will help you analyze your organization's foundational AI capabilities and identify the areas that most need attention.

Govern the Use of AI Responsibly With a Fit-for-Purpose Structure

Blueprint: Data & Business Intelligence

As pressure mounts to introduce AI technologies into your organization, how is as important as what. Understand what it will take to introduce a level of governance to help you responsibly deliver on your roadmap and strategy for AI technologies.

AI Risk Assessment Tool

Tool: Data & Business Intelligence

This support tool will help you structure a risk assessment for all of your potential AI risks.

Automate Work Faster and More Easily With Robotic Process Automation

Blueprint: Applications

Your organization has many business processes that rely on repetitive, routine manual data collection and processing work, and there is high stakeholder interest in automating them. Discover robotic process automation (RPA), a strongly trending technology across all industries that promises to...

Process Evaluation Tool for Robotic Process Automation

Tool: Applications

Create a more realistic estimate of how RPA can impact your business by systemically analyzing the potential for your business processes.

Conduct an AI Privacy Risk Assessment

Blueprint: Security

Design an AI implementation that is guided by data governance and data privacy best practices. Effective AI implementation is built on a foundation of effective data privacy principles and awareness.

Sample AI PIA for Microsoft Copilot

Tool: Security

Introduce Gen AI across Microsoft business applications.

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