The Spreadsheet is not the Problem...
When we are ready for AI but first can you list the current digitized tools in use for the same tasks?
Latest
Platform Agents don’t equal an Operating Model
An AI Operating model needs to be defined and understood as part of your digitization strategy before adding an Agent. The Agent platform layer is accelerating, you need to guide it.
When the Agent Finds your Documentation Debt
Field NoteDecide5-6 minPublic
Vieews operator layer
When the agent finds your documentation debt
A field pattern on system training Agents, and why content discipline matters before AI scale.
The pattern
A team builds a strong training hub for a large system rollout. The content is mostly there, the screenshots are
Before asking if AI removes jobs, Map the Work
AI will impact jobs but not in a linear way. Use this Signal linked to the Agent or Not? Playbook to understand how mapping the work increases job impact visibility.
Companion Sheet: Agent, Automation, Assist, Leave Alone
Companion SheetDecide5-7 minPublic
Vieews operator layer
Agent, Automation, Assist, Leave Alone
A meeting-ready triage sheet for deciding what kind of AI intervention a workflow actually needs.
Use this in one working session
This companion sheet is the meeting tool for Agent or Not?. It helps a team take 5 to
Playbook: Agent or Not?
AI Agent Hype is here, leaders want movement, vendors want deployment, teams want to show progress, but what can Operators do to understand and benefit from the hype cycle.
What I Kept Seeing Before the AI Ask
A peek inside a cross-functional meeting to add AI layer. Find out what happens behind the scenes versus the market noise on AI.
Visibility Before AI
Visibility before AI highlights the notes for operators to reference on relevance of making digital work visible to make better digitisation decisions before your next digital add-on.
Playbook: Digital Work Portfolio
The boring table that enables upgrades, automation, and AI integration into workflows.
Tools don’t equal capability.
If you can’t list it, you can’t govern it.
First choose an area of friction where you may be thinking of adding AI layer or other upgrades, and run these steps.
Digital Work Portfolio Companion Sheet
If you can’t list it, you can’t govern it.
If you can’t govern it, you can’t prioritise or make clear decisions about it.
Clarity before scale. Manage digital work like a portfolio.