Ideas for digital work

Insights for thoughtful digital progress.

How to Identify Business Processes That Should Be Automated

Find high-value automation opportunities with a practical process inventory, scoring method, cost estimate and pilot plan.

Learn how professional services firms can select, test and govern AI automation while protecting client information and preserving expert oversight.

Build a defensible AI automation business case with a baseline, full project costs, realized benefits and a worked ROI example.

Plan a safer AI rollout by mapping data flows, evaluating providers, protecting connected systems, and testing controls before launch.

Learn how RAG connects AI answers to external information, when it is useful, and what to evaluate before deploying it.

Learn where AI can improve CRM workflows, how to choose an implementation approach, and what to measure before scaling.

Learn where AI document processing can reduce data entry, how to keep people in control, and what to measure before scaling.

A practical guide to choosing support use cases, connecting reliable knowledge, protecting customer data, and measuring an AI support pilot.

A practical guide to adding AI to existing software: choose a use case, connect data securely, test results and plan for ongoing operations.

Compare rules-based automation and AI agents, then learn how to choose a practical, controlled approach for your organization.