Resources
Guides & Playbooks
In-depth guides and playbooks for enterprise integration, AI automation, and operational transformation.
AI Agents for Finance Teams: What They Do and Who Makes Them
What AI agents for finance teams do in the close, reconciliation, AP and collections, and how BlackLine, HighRadius, FloQast, Ramp and Pegasus compare.
Read guide AI governanceAI Agent Governance Tools: The Main Options Compared
AI agent governance tools in five categories: guardrails, security, compliance, observability and identity. What CIP, Microsoft Agent 365 and Credo AI do.
Read guide IntegrationHow to Stop Staff Re-keying Data Between Systems
Re-keying data between systems wastes hours and causes errors. How to find it, choose integration, automation or AI agents, and remove it workflow by workflow.
Read guide AssessmentHow to Choose Which Business Process to Automate First
A scoring method for choosing your first automation: volume, handling time, errors, stability and system access, to find the clearest payback.
Read guide AI governanceHow to Pilot AI Agents Safely in a Regulated Business
How to pilot AI agents in insurance, financial services and other regulated firms: scope, data, approval rules, shadow running, audit trails and scaling.
Read guide ProcurementHow to Automate Vendor Onboarding
What vendor onboarding involves and how to automate intake, due diligence, approvals and ERP set-up while keeping the controls that stop payment fraud.
Read guide AI StrategyEnterprise Integration AI Guide
A comprehensive guide to enterprise integration AI strategy, architecture, and implementation.
Read guide Mid-Market StrategyUS Mid-Market AI Operations Playbook
How US mid-market teams should prioritize AI workflow automation, governance, and rollout sequencing.
Read guide HR & People OpsAI Onboarding Playbook
Step-by-step playbook for implementing AI-powered employee onboarding workflows.
Read guide AWSAI Readiness Assessment for AWS
Evaluate your AWS environment for AI workload readiness across compute, data, and governance.
Read guide AWSAWS Integration Patterns
Reference architecture for event-driven, API-led, and hybrid integration patterns on AWS.
Read guide AWSAgentOps on AWS
Operations guide for deploying and managing AI agents in production on AWS infrastructure.
Read guide InsuranceClaims & EOI Automation Guide
Practical guide to automating claims intake and evidence of insurability processing.
Read guide AssessmentIntegration Scorecard Template
Score and prioritize integration opportunities across your enterprise systems landscape.
Read guide OperationsMonthly Ops Report Template
Template for monthly integration operations reporting and stakeholder communication.
Read guide OperationsIntegration Runbook Example
Example runbook for integration monitoring, incident response, and escalation procedures.
Read guide GrowthRetargeting & ABM Blueprint
Operational guide for segmenting buying intent, retargeting engaged visitors, and turning target accounts into pipeline.
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