Five-part field guide · Free · About two hours
Get your organization started with AI.
Find the people who will carry the work, choose a first job worth changing, and build evidence before you widen access. A license opens a door; this guide shows your team where to go.
The point of this guide
A program people can actually begin.
For a business leader, the first decision is not which assistant has the longest feature list. It is where people lose time or quality today, who owns that work, and whether a small test can make the result better without creating a new risk.
These five parts follow one fictional supply company so the decisions connect. They also examine published company accounts and a field study. We label company-reported outcomes as such; none is a promise about your organization. Every part ends with an assignment and a reusable work product.
No coding is required. Bring one manager, a few examples of real work, and the willingness to stop a use case that does not earn trust.
The learning path
Five decisions in the right order
Find the work before buying seats
Turn “we should use AI” into one job, one owner, and a reason to try.
Read part 1Find the people who will make it useful
Recruit practical trailblazers, not a club of people who enjoy demos.
Read part 2Run a two-week pilot that can tell you something
Compare finished work, corrections, and effort before widening access.
Read part 3Teach the team and change the routine
Move from one impressive demo to repeatable, safe use in ordinary work.
Read part 4Measure what changed, then scale or stop
Use a 30–60–90 day plan that values accepted work over activity charts.
Read part 5What happens after the first lesson?
A launch path you can put on a calendar today. Progress is measured in work that passes review, not accounts handed out.
Choose one job and recruit its working group.
Owner: Business owner + peer trailblazers
Test with a baseline, hard cases, and human review.
Owner: Workflow owner + reviewer
Teach, measure, repair, and decide what scales.
Owner: Manager + finance + data partner
For the executive sponsor
Set the boundary, clear time for the working group, and ask to see a corrected bad case—not just a demo.
For the working manager
Choose a real queue, supply examples, appoint a reviewer, and change the process when the test reveals friction.
For the trailblazer
Teach a nearby colleague, log the wrong answers, and show how the final work got better.
Already have a use case? The AI return-on-investment calculator can help you separate released staff capacity from actual cash savings after you establish a baseline.
Begin the guide