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Resources

Resources for leaders running enterprise AI

Playbooks, an AI tools directory, news and a regulation tracker for business, technology, finance, legal, risk and audit leaders. Filter by your industry and role, or open your industry hub.

Find what is relevant to you

Industry
Role
Type

Playbook

Governing AI agents: a playbook for legal, risk and audit

Agents act, not just answer. How legal, risk and internal audit can set permissions, approvals and evidence before the first agent goes live, without becoming the team that says no.

GovernanceAll industries
Playbook

From AI pilot to production in 90 days

Most AI pilots stall between the demo and the first real customer. A 90-day plan to take one workflow into production with owners, controls and a number the board will recognise.

AI TransformationAll industries
Playbook

Building an AI business case your CFO will sign

Vendor ROI claims do not survive a finance review. How to build a business case from your own baseline, include the run cost, and show payback the CFO can test.

FinanceAll industries
Playbook

Agent-ready architecture: a playbook for technology owners

Agents need access, context and controls, not another platform. How CIOs, CTOs and architects decide where agents run, what they can touch and how to operate them, without rebuilding the stack.

TechnologyAll industries
Playbook

Buying enterprise AI services: a playbook for procurement

AI engagements break the usual statement of work. How procurement can buy in phases, tie payment to measured outcomes, cap the run cost, protect data and IP, and keep the right to stop at every gate.

ProcurementAll industries
Playbook

Fix the record before you add agents

Every AI agent reads your systems of record. If the record is wrong, the agent is confidently wrong at scale. How to fix the data one workflow at a time, before any agent goes live.

Revenue OperationsAll industries
Playbook

Build or partner for AI: a guide for business and technology leaders

Revenue wants results this quarter. Technology wants something it can secure and maintain. How to decide what to build, what to buy and where a partner fits, without a six-month standoff.

StrategyAll industries
Playbook

Why volume-first AI SDRs churn, and what books meetings instead

AI SDRs that blast volume burn domains and book few meetings. What works: account-based agents with real signals, approved messaging and clear guardrails.

Revenue OperationsTechnology and SaaSProfessional servicesManufacturing
Playbook

Why your renewals keep surprising you

Most churn is visible months before the renewal date. It just lives in four systems nobody reads together. How to see it coming, and walk into every renewal prepared.

Revenue OperationsTechnology and SaaSProfessional services
Playbook

What your competitors changed this month, and why nobody noticed

Competitors change pricing, messaging and products every month. Most revenue teams find out from a lost deal. How to track it without a full-time analyst.

Revenue OperationsTechnology and SaaSManufacturingProfessional services
Playbook

Signal-led outbound: eight signals worth acting on

The best outbound starts with a reason. The buying signals that most often mean an account is worth a conversation now, how to score and route them, and what to say.

GTM EngineeringTechnology and SaaSProfessional servicesManufacturing+1
News

India's DPDP rules reach their second phase this week

The consent manager framework under India's Digital Personal Data Protection Rules takes effect on 13 November 2026. Full obligations for every data fiduciary follow in May 2027.

11 November 2026All industries
News

EU AI Act: the high-risk deadline moved, the rest did not

The Digital Omnibus moved high-risk obligations to December 2027 and August 2028. Prohibitions, AI literacy, general-purpose model rules and transparency duties are already in force.

9 November 2026All industries
News

SEBI signals AI rules with kill switches and human oversight

India's securities regulator says its AI and machine learning guidelines will require kill switches, people in the loop and data controls, with firms accountable for third-party tools.

6 November 2026Banking and payments
News

Colorado's new automated decision-making law starts on 1 January 2027

Colorado repealed its 2024 AI Act and replaced it with a narrower, disclosure-based law. Firms using AI in hiring, lending, housing, insurance or healthcare decisions have weeks to prepare.

4 November 2026Banking and paymentsHealthcareReal estate+2
Offer

AI Transformation Review

A ranked list of workflows to hand to agents, with a business case for each

Assess · 2 to 3 weeksAll industries
Offer

Agent Pilot to Production

One workflow live in production, measured against a baseline

Pilot · 90 daysAll industries
Offer

Pegasus Run

Agents, bots and data platforms monitored, fixed and improved every month

Run · Monthly, cancellableAll industries
Offer

AI-Ready Data Assessment

A clear view of which data blocks which AI use case, and the plan to fix it

Assess · 3 weeksAll industries
Offer

Finance Agent: AP and Reconciliation

Invoices read, matched and posted automatically, with exceptions resolved or drafted by an agent

Pilot · 8 to 10 weeksAll industries
Offer

AI Voice Agent Launch

A voice agent live on your number for one use case, in your customers' languages

Pilot · 6 weeksBanking and paymentsReal estateHealthcare+10
Offer

AI Governance and ISO 42001 Readiness

A signed AI policy, an agent inventory with risk tiers, and a plan to ISO/IEC 42001 readiness

Assess · 4 weeksAll industries
Offer

Knowledge Assistant in 30 Days

An assistant that answers from your own policies, SOPs and contracts, with sources, in your languages

Pilot · 30 daysAll industries
Offer

Service Resolution Agent

An agent that resolves common requests end to end in your CRM, and hands the rest to people with context

Pilot · 8 weeksTechnology and SaaSBanking and paymentsLogistics+6
Offer

IT Service Desk Agent

Common IT requests resolved automatically, in Teams, ServiceNow or the web

Pilot · 8 weeksAll industries
Offer

Microsoft 365 Copilot Rollout

Copilot rolled out safely: permissions fixed first, then adoption by role

Pilot · 6 to 8 weeksAll industries
Offer

E-invoicing Compliance with AI Extraction

Outgoing e-invoices compliant in each market, and incoming invoices read by AI

Pilot · 6 to 10 weeksManufacturingLogisticsProfessional services+7
Offer

Private and Sovereign AI Setup

AI that runs in your region, on infrastructure you control, behind one governed gateway

Pilot · 6 to 8 weeksBanking and paymentsHealthcareEnergy+3
Offer

CRM Rescue for AI

A CRM clean enough for revenue agents to act on, and a team that uses it

Pilot · 6 to 8 weeksTechnology and SaaSProfessional servicesManufacturing
Offer

Process Mining to Automation Roadmap

A fact-based map of where time goes, and a ranked automation and agent roadmap

Assess · 4 weeksAll industries
Offer

AI Product Sprint

A tested prototype and a build plan, so you can decide whether to build

Assess · 4 to 6 weeksTechnology and SaaS
Offer

Visual Quality Inspection Pilot

A vision model inspecting one line, measured against your inspectors

Pilot · 8 to 10 weeksManufacturing
Offer

Always-on ABM: Meetings Booked

Fully automated account-based marketing that books qualified meetings on your reps' calendars

Pilot · 6 weeks to launch, then monthlyTechnology and SaaSProfessional servicesManufacturing+5
Offer

AI Search Visibility Audit

A clear view of how search engines and AI assistants see and cite you, and the fixes in order

Assess · 3 weeksAll industries
Offer

Claims and Denials Agent

Claims checked before submission, denials analysed and appeals drafted, with a person approving

Pilot · 10 weeksHealthcareBanking and payments
Tracker

AI regulation tracker

The AI rules that apply to enterprises in the EU, India, the US, the Middle East and Australia, with dates and what to do. Reviewed 11 November 2026.

Updated monthlyAll industries
Reference

Enterprise AI glossary

Plain-English definitions of the terms that come up in every AI programme, from agentic AI to audit trails.

ReferenceAll industries
Reference

AI tools directory

Independent, in-depth reviews of AI platforms and business tools, grouped by department and what each is best at.

DirectoryTechnology and SaaSProfessional services

Industry hubs

Everything for your industry on one page: the rules that apply, the playbooks that fit, and the latest news.

Manufacturing and industrial

Manufacturers carry long supply chains, complex quotes and heavy service operations. Agents help most in quoting, supplier management and after-sales service.

Open the hub

Automotive and mobility

OEMs, dealers and fleet operators juggle enquiries, service, warranty and parts. Agents answer, book and check, connected to your DMS.

Open the hub

Oil, gas and petrochemicals

Oil, gas and petrochemical companies run critical assets under strict safety rules. Agents help with integrity, engineering knowledge, permits and HSE, on private infrastructure.

Open the hub

Energy, utilities and renewables

Energy, utilities and renewables run critical assets under close regulatory watch. Agents help with maintenance, field crews, customer queries and reporting, on in-region infrastructure.

Open the hub

Construction and infrastructure

Bids, project costs, subcontractors and site safety generate more documents than any team can read. Agents help estimators, commercial managers and HSE leads keep up.

Open the hub

Wholesale and distribution

Distributors live on thin margins and fast cash. Agents help most with order capture, dealer self-service, pricing and collections.

Open the hub

Logistics and supply chain

Logistics runs on documents, exceptions and tight margins. Agents pay back fastest in freight audit, exception handling and customer updates.

Open the hub

Retail and e-commerce

Retailers face rising contact volumes, sprawling catalogues and thin margins. Agents help most with service, product content, demand and suppliers.

Open the hub

Consumer goods and food

Consumer goods and food companies depend on distributor data, trade spend and quality. Agents read, check and forecast.

Open the hub

Banking, fintech and payments

Banks, lenders, fintechs and payment companies run on onboarding, compliance and service at scale. Agents prepare the work; officers decide, with a full audit trail.

Open the hub

Insurance and brokers

Insurers and brokers handle claims, submissions and renewals that arrive in every format. Agents take in and prepare; handlers and underwriters decide.

Open the hub

Healthcare providers

Hospitals, clinics, labs and insurers run on appointments, claims and documentation. The quickest wins are administrative: patient access, claims, prior authorisation and coding, with clinicians in control.

Open the hub

Pharma and life sciences

Regulatory, safety and quality work is document-heavy and closely inspected. Agents help draft, take in and track, with validation and sign-off on every regulated output.

Open the hub

Real estate and proptech

Leases, tenants and assets generate paperwork at every step. Agents help with lease abstraction, tenant service and portfolio reporting.

Open the hub

Facilities management and field services

Facilities and field service companies live on SLAs. Agents take in requests, schedule technicians, draft reports and bill correctly.

Open the hub

Hospitality, travel and food service

Hotels, travel and food service companies serve guests at every hour and in every language. Agents handle bookings and requests and keep operations moving.

Open the hub

Professional services

Firms sell expert time. Agents free it up: first reads of contracts, research, proposals, time capture and billing.

Open the hub

Technology, SaaS and media

Technology companies adopt AI first and are often asked to prove its governance to their own customers. Agents fit across support, revenue and finance.

Open the hub

Government and public sector

Public bodies must serve citizens faster while keeping data sovereign and decisions with officers. Agents answer, check and summarise.

Open the hub

The monthly enterprise AI briefing

One email a month: the rules that changed, the playbooks worth reading, and what they mean for your industry. Choose your industry and we tailor it.

We use your details to send what you asked for and the occasional briefing. Unsubscribe any time. See our privacy notice.

AI transformation for the agentic engine era

Start with a fixed-fee AI transformation review. We map your systems, data and teams against the six layers of Pegasus Agentic OS and name the first workflows to hand to agents. You keep the findings whether or not you work with us.