Evaluate with a checklist,
not with a demo.
Each guide answers one question a buyer arrives with: a method, a checklist, and the questions to ask any vendor, including us. Each one says plainly that it is a proposed method and not a measured result.
4 guides, each ending in one thing to do.
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Reviewing captured time before invoicing
Set billing rules and approval steps, then check captured entries against their sources each week.
Owners, finance leads and delivery managers at firms that bill by the hour on Microsoft 365, and anyone evaluating a tool that captures time from calendars, calls or activity.
Read the guide -
CRM handoffs on Microsoft 365
The three handoffs where work stalls, the four things to write down for each one, and where a person approves before a commitment is made.
Revenue operations, sales and delivery leads at firms running Microsoft 365, and anyone evaluating a CRM, a marketing tool or a project tool that promises to connect them.
Read the guide -
Choosing the first AI workflow to automate
Score a first workflow, define its approval step and set a stop condition before the first run.
Owners and operations leads deciding where AI belongs in the business, and anyone asked to justify a first AI project to a partner, a board or a regulator.
Read the guide -
Evaluating AI governance evidence
How to tell a policy from a record, check that a record cannot be changed quietly, and trace one decision from policy to effect before believing the summary.
Compliance, risk, audit and security leads evaluating AI tools or AI governance products in regulated work, and anyone who has to sign off on an agent that acts on company systems.
Read the guide