Free resource: Ai Operating Model
AI program problems are consistent. Surprisingly, so are the solutions.
Measure your current AI program process against our proven AI Operating Model to see where it holds up, where it could improve, and how to keep evolving it.
The Model
A decade of expertise delivered in just one afternoon
We codified our deep experience in deploying AI systems at large financial institutions into a framework to reduce the coordination friction that slows down your AI implementation.
Our workbooks walk you through each stage, with actionable steps to improve in each area.
Define roles & responsibilities
Clear roles & responsibilities
Defined handoffs
Built-in compliance controls
Set clear bounadaries
Defined scope
Clear end goals
Focused constraints
Design your process
Stage Definitions
Team handoffs
Definition of “done”
Manage Risk
Policies & controls
Ongoing review & audit
Regulatory alignment
Operationalize results
Clear prioritization
Structured business cases
Success criteria alignment
FREE RESOURCES
AI Operating Model Workbooks
Our free workbooks offer actionable templates, checklists, and frameworks so you can build out or build upon your AI operating model.
Operating Model Foundations
Turn AI chaos into repeatable value
Learn: The four-part framework to build your AI operating model
Do: Build an actionable pilot project plan for your team.
Free Resource
Scope & Structure
Set clear boundaries
Learn: How to define the scope and ownership across your operating model up front.
Do: Map out AI objectives and scope using our free template.
Free Resource
AI Life Cycle
Design your process
Learn: The stages across the AI lifecycle, who typically gets involved and when.
Do: Define the steps and stakeholders across your AI lifecycle with our free template.
Free Resource
Use Cases & Value
Operationalize value delivery
Learn: How to prioritize new and existing ideas for your AI program.
Do: Create a use case catalog for existing and potential uses.
Free Resource
AI Governance
Manage Risk
Learn: How to determine controls and compliance rules that will govern each individual use.
Do: Create a list of your controls based on policies using our free template.
Free Resource
Enterprise-tested
Grounded in dozens of implementations across Fortune 500s and major financial institutions.
Purpose-built
Designed specifically for the operational complexity large enterprises face when scaling AI.
Progress at every stage
Wherever your AI program stands today, the model offers concrete improvements that drive better coordination and impact.