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

Download Free →

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

Download Free →

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

Download Free →

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

Download Free →

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

Download Free →

Interactive Tool

AI Readiness Assessment

Answer 10 questions to discover where your organization stands. Takes about 2 minutes. Your answers stay in your browser — nothing is stored or shared.

Question 1 of 10Data Maturity

How would you describe the state of your business data?

Get notified of new resources

We release new frameworks, checklists, and guides regularly. Subscribe to be the first to know.

Need help applying these frameworks?

Our consulting engagements start with a strategy sprint where we apply these tools to your specific business.

REQUEST A CONSULTATION SEE CASE STUDIES