Decide where AI goes in the business
The CEO and the board want an AI plan. The work is to decide which functions and which work to start with, how much the AI may do without a person, what has to be in place first, and how you will know it worked.
5 decisions make up this job
- 1
Where to start
Rank the functions, and the work inside each one, by value, feasibility, data readiness and risk.
- 2
How much the AI may do alone
For each use, decide whether AI assists a person, acts with a person approving, or acts alone. Name the checkpoint that stays with a person before anything is built.
- 3
Switch on, buy or build
Much of what a function needs is already in software you license. Decide per use whether to switch on a vendor's AI feature, buy a specialist product, or build on a model platform.
- 4
What has to be in place first
An agent needs data it can trust, permissions on the systems it touches and an escalation path. The EU AI Act has applied since August 2, 2026, with exceptions, so governance comes before go-live.
- 5
How you will know it worked
Set the baseline, the measure and the stop rule before the pilot starts.
An AI transformation blueprint for each function
Each blueprint shows the function's work as it runs today and with AI: the capabilities, value streams, data model, agent specifications, use cases, controls and a three-wave roadmap.
Technology: AI in the IT function itself
Industry blueprints: Manufacturing Industry ($4,995), Healthcare and Life Sciences ($4,995). Financial services blueprints are on finantrix.com. For the whole enterprise in one model, the Enterprise Business Capabilities Model ($4,995) gives 865 capabilities an AI profile each.
Trench Notes on this job
Each page sets out the steps and the documents, and practitioners add what they learned doing it.
- Setting up AI governanceRead
- Securing AI agentsRead
- Writing an AI strategyPublishes November 26, 2026
- Assessing AI readinessPublishes December 16, 2026
- Rolling out Microsoft 365 CopilotPublishes November 6, 2026
- Measuring AI return on investmentPublishes December 22, 2026
- Building an AI inventoryPublishes December 31, 2026
- Controlling LLM and generative AI costsPublishes January 21, 2027
- Complying with the EU AI ActPublishes February 19, 2027
Buyer Guides, comparisons and RFP questions
Buyer Guides
- AI Agent & Agentic AI Platforms
- Role-Specific AI Copilots for the Enterprise
- Generative AI & LLM Platforms
- Enterprise Search & RAG Platforms
- AI Service Desk & Employee Support Agents
- Intelligent Document Processing (IDP)
- AI Governance & Responsible AI
- AI Runtime Security & LLM Guardrails
- LLM Observability & Evaluation
- AI Code Assistants & Coding Agents
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