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Operations & Workflow Maturity
5 Quick Wins to Streamline Manual Workflows
Foundational
Eliminate bottlenecks with 5 easy automation tips. Ideal for teams using emails and spreadsheets — no IT needed.
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Workflow Modernization Starter Checklist
Foundational
A simple, actionable checklist to help you reduce manual tasks, document workflows, and start automating for greater efficiency and growth.
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Unified Workflows: Achieving Consistency Across Teams
Learn how unified workflows help businesses scale by standardizing processes, enhancing efficiency, integrating systems, and breaking down operational silos.
Coming Soon
Automation & AI adoption
Automation 101: Simple Tools to Automate Your First Task
Foundational
New to automation? Start small. Use tools like Power Automate or Zapier to eliminate one manual task — no code needed.
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Your First Automation in a Day: A Step-by-Step Playbook
Foundational
A practical step-by-step guide to build your first automation in one day — no coding required, just real results.
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From Pilots to Platforms: Expanding Automation Across Your Business
Learn to move beyond isolated automation experiments by building standardized, strategic workflows that sustainably boost your company's efficiency and growth.
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Coming Soon
Team enablement & Readiness
Turning Uncertainty into Opportunity: Helping Your Team Embrace AI
Foundational
A practical guide to help your team embrace AI. Tackle concerns, build trust, and drive momentum for adoption.
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Team AI Readiness Health Check
Foundational
Quick checklist to assess your team’s AI readiness — covering awareness, skills, mindset, communication, and basic support structures.
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Nurturing AI Champions: Encouraging Innovators on Your Team
Learn effective strategies to identify, empower, and leverage your internal AI champions to create lasting innovation within your organization.
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Coming Soon
Data & Tech infrastructure
Connecting the Dots: First Steps to Integrate Your Systems
Foundational
Tired of copy-pasting? Learn to connect two core systems and cut manual work — no perfect tech stack needed.
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Core Systems Integration Checklist
Foundational
A practical checklist to uncover disconnected systems, reduce manual work, and prioritize high-impact integrations across your business.
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Eliminating Data Friction: Getting Your Systems Fully in Sync
Discover practical strategies to eliminate data friction, streamline system integrations, and boost efficiency in your mid-market organization's automation efforts.
Coming Soon
Strategic Alignment & Scaling
Automation with Purpose: Tying Your First Project to Business Goals
Foundational
Learn how to choose your first automation project using real KPIs like cost, speed, or quality.
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Winning Leadership Support for Your First Automation Project
Foundational
A practical guide to secure executive buy-in for your first automation — by showing impact, reducing risk, and proving value quickly.
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Coming Soon
Leadership & Team appetite
Future-Proofing 101: Why AI Should Be on Your Leadership Agenda
Foundational
This concise guide shows why AI and automation matter — not as fads, but as drivers of growth and efficiency.
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5 Questions to Spark Your Leadership Team’s Interest
Foundational
A practical guide with 5 powerful questions to help leadership teams explore AI’s real potential for business value and growth.
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