Playbook
The Enterprise AI Transformation Playbook
A practical framework to move from AI pilots to measurable business transformation.
Only about 1 in 4 AI initiatives make it out of pilot mode.
The models work. The pilots work too. And that’s the trap. What doesn’t survive contact with scale is everything around the AI: the data foundation, the ownership, the measurement, the change management nobody budgeted time for.
This playbook is built from conversations with the leaders running AI transformation inside enterprises. 10 frameworks across the full transformation lifecycle, with worksheets you can run with your own team, so you can see exactly where your program is exposed before it stalls.
What you’ll walk away with:
The models work. The pilots work too. And that’s the trap. What doesn’t survive contact with scale is everything around the AI: the data foundation, the ownership, the measurement, the change management nobody budgeted time for.
This playbook is built from conversations with the leaders running AI transformation inside enterprises. 10 frameworks across the full transformation lifecycle, with worksheets you can run with your own team, so you can see exactly where your program is exposed before it stalls.
What you’ll walk away with:
- A stage-by-stage framework covering data foundations, problem selection, workflow redesign, team structure, executive buy-in, measurement, and build-vs-buy, with a worksheet for each.
- Clarity on which gap kills momentum first for most enterprises. Hint: it's rarely the model.
- A three-tier framework for proving ROI in dollars instead of adoption numbers, plus the exact build-vs-buy logic three enterprise operators converged on independently.
- A real example of the playbook in action: How Mimecast achieved $2M of directly attributed expansion revenue and identified upwards of $80M+ in additional pipeline by bringing together previously siloed signals and engagement data.
