Knowing you want to use AI is easy. Knowing where to start is not.
This guide distills insights from thousands of workflows and dozens of operator interviews into five proven AI deployment strategies. Learn how to:
- Replace brittle formulas with plain-language logic.
- Turn messy emails and PDFs into structured data.
- Rebalance complexity so AI handles repetitive tasks, while your team focuses on strategy.
- Keep documentation live and always up-to-date.
- Apply AI across ops and finance — from carrier scorecards to month-end close.