Resources

Free tools to get started with AI

Practical checklists, frameworks, and decision guides drawn from our consulting work. No fluff — just the tools we actually use with clients.

Checklist4 pages

AI Readiness Checklist

A 15-point assessment to evaluate whether your organization is ready for an AI pilot. Covers data maturity, team capability, infrastructure, and executive alignment.

What's inside

15 diagnostic questions scored on a 1–5 scale
Data readiness, team skills, and infrastructure sections
Scoring guide with recommended next steps per tier

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Framework8 pages

The 6-Phase AI Implementation Framework

Our proven methodology for taking an AI project from opportunity identification through production deployment. Built from dozens of mid-market engagements.

What's inside

6 phases: Discover, Scope, Build, Validate, Deploy, Scale
Key activities, deliverables, and exit criteria per phase
Common failure modes and how to avoid them

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Decision Guide5 pages

Build vs. Buy Decision Matrix

A structured decision framework for evaluating whether to build a custom AI solution, buy an off-the-shelf tool, or take a hybrid approach. Includes a scoring worksheet.

What's inside

Scoring matrix across 8 evaluation dimensions
Data sensitivity, workflow fit, and compliance factors
Cost-of-ownership comparison template

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Scorecard6 pages

AI Vendor Evaluation Scorecard

A comprehensive scorecard for evaluating AI vendors and platforms. Compare capabilities, security practices, pricing models, and integration requirements across multiple vendors.

What's inside

40+ evaluation criteria across 7 categories
Security and compliance requirements checklist
Pricing model comparison worksheet

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Playbook10 pages

Prompt Engineering Playbook

A practical guide to writing effective prompts for business applications. Learn proven techniques for getting consistent, high-quality outputs from LLMs across common enterprise use cases.

What's inside

12 prompt patterns for business applications
Before/after examples for each pattern
Chain-of-thought and few-shot techniques

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