01 / Productivity
Enterprise generative AI
Securely applying general-purpose generative AI to everyday knowledge work.
Download playbookHalden & Company / Resources / AI Playbook Library
Living practical AI intelligence
A playbook for every important AI decision.
Forty-six practical guides for leaders and teams deciding where AI creates real value—from strategy and governance to Excel, accounting, sales, marketing, engineering, quotation, and analysis workflows.
The Halden framework
Understand. Find. Prepare. Put into practice. Measure.
Every guide takes a business-first view: what the capability is, what has changed, where it does and does not fit, who needs to be involved, how to run a controlled implementation, and how to decide whether to scale.
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Understand02
Find03
Prepare04
Practice05
Measure
Understand02
Find03
Prepare04
Practice05
Measure
Editorial discipline
Designed to be worked through, not skimmed and forgotten.
The new implementation series gives each subject a distinct cover palette, while every interior follows the same decision grid: current work, evidence, controls, ownership, and the smallest credible next move.
02 / Operations
AI agents and workflow orchestration
Designing supervised systems that can reason across tasks and take bounded actions.
Download playbook03 / Knowledge
Retrieval-augmented generation
Connecting AI to governed internal knowledge without pretending the model knows everything.
Download playbook04 / Insight
Multimodal AI
Using text, image, audio, video, and documents together to understand business work.
Download playbook05 / Efficiency
AI automation
Automating repeatable work while preserving human ownership for exceptions and approvals.
Download playbook06 / Operations
Intelligent document processing
Extracting, classifying, validating, and routing information from business documents.
Download playbook07 / Growth
AI for sales and business development
Making account research, qualification, proposal work, and follow-up more useful.
Download playbook08 / Growth
AI for marketing and go-to-market
Improving planning, content operations, audience insight, and campaign learning.
Download playbook09 / Service
AI customer service and contact centers
Combining self-service, agent assist, and quality management responsibly.
Download playbook10 / Control
AI for finance and accounting
Improving controlled financial workflows without weakening review and auditability.
Download playbook11 / People
AI for HR and workforce capability
Using AI responsibly for learning, workforce support, and people operations.
Download playbook12 / Control
AI for legal, risk, and compliance
Using AI to accelerate review and discovery while retaining accountable professional judgment.
Download playbook13 / Governance
AI governance and responsible AI
Creating practical controls, ownership, and evidence for safe organizational use.
Download playbook14 / Security
AI security and data protection
Protecting data, identities, prompts, tools, and connected systems in AI-enabled work.
Download playbook15 / Quality
AI evaluation and quality assurance
Measuring whether AI outputs and workflows are dependable enough for their purpose.
Download playbook16 / Foundation
AI platform and data foundations
Choosing the data, integration, identity, observability, and vendor foundations for scale.
Download playbook17 / Productivity
AI copilots for knowledge workers
Introducing role-specific assistance that changes work without creating unmanaged shadow use.
Download playbook18 / Operations
AI for manufacturing and field operations
Applying AI to documentation, quality, maintenance, and frontline decision support.
Download playbook19 / Operations
AI for construction and project delivery
Improving project information flow, documentation, coordination, and risk visibility.
Download playbook20 / Efficiency
AI for food and beverage operations
Improving forecasting, standard work, customer insight, and multi-site operating discipline.
Download playbook21 / Service
AI for professional and PRO services
Turning specialist knowledge into faster, more consistent client delivery.
Download playbook22 / Service
AI for healthcare administration
Improving administrative workflows while respecting sensitive data and clinical boundaries.
Download playbook23 / Control
AI for banking and financial services
Applying AI in high-control environments with strong governance, evidence, and human accountability.
Download playbook24 / Growth
AI products, services, and commercialization
Using AI to create differentiated offerings, customer experiences, and go-to-market capability.
Download playbook25 / Productivity
Personal AI assistant
A practical guide to building a supervised personal AI assistant for repeated knowledge work.
Download playbook26 / Growth
AI growth operations
A practical guide to designing AI-enabled growth operations with accountable commercial review.
Download playbook27 / Analysis
Implementing AI in Excel
Using AI to improve spreadsheet analysis, formulas, reporting, and repeatable financial operations while keeping review in the workflow.
Download playbook28 / Productivity
Implementing AI in day-to-day work
Introducing practical AI assistance into everyday work without creating vague expectations or unmanaged shadow use.
Download playbook29 / Control
Implementing AI in accounting work
Applying AI to controlled accounting work while preserving auditability, evidence, review, and accountable professional judgment.
Download playbook30 / Growth
Implementing AI in sales cycles
Using AI to make discovery, qualification, account research, proposals, and follow-up more deliberate and customer-relevant.
Download playbook31 / Growth
Implementing AI in marketing work
Building a responsible AI-enabled marketing practice for research, planning, content operations, and campaign learning.
Download playbook32 / Engineering
Implementing AI in engineering work
Applying AI to engineering knowledge, documentation, review, and design support with clear technical accountability.
Download playbook33 / Engineering
Implementing AI in machine design
Using AI in machine-design workflows to improve knowledge retrieval, concept work, documentation, and controlled engineering review.
Download playbook34 / Commercial
Implementing AI in quotation workflows
Improving quotation preparation, scope clarity, evidence gathering, and review without allowing generated output to replace commercial accountability.
Download playbook35 / Analysis
Implementing AI in business analysis
Using AI to strengthen business analysis while keeping evidence, stakeholder context, and decision ownership visible.
Download playbook36 / Analysis
Implementing AI in financial analysis
Applying AI to financial-analysis workflows with explicit data controls, transparent assumptions, and expert review.
Download playbook37 / Strategy
AI business case and ROI
Building an honest case for AI investment, with baselines, costs, benefits and the evidence to stop or scale.
Download playbook38 / People
AI change management and adoption
Moving people from curiosity to dependable daily use through roles, habits, incentives and support.
Download playbook39 / Procurement
AI vendor selection and contracting
Choosing and contracting AI tools and partners with clear tests, terms, exit routes and accountability.
Download playbook40 / Skills
Prompting and context design for business teams
Writing requests, supplying context and building reusable instructions that make outputs dependable.
Download playbook41 / Operations
AI for procurement and supply chain
Improving sourcing, supplier management, demand signals and exception handling with supervised AI.
Download playbook42 / Growth
AI for retail and e-commerce
Applying AI to merchandising, content, service, search and operations without losing customer trust.
Download playbook43 / Regulated
AI for insurance operations
Supporting underwriting, claims, service and compliance work with controlled, explainable AI.
Download playbook44 / Operations
AI for logistics and transportation
Using AI for planning, documentation, exceptions, customer updates and network learning.
Download playbook45 / Operations
AI for real estate and property management
Applying AI to leasing, maintenance, documents, tenant service and portfolio insight with human accountability.
Download playbook46 / Operations
AI for IT operations and service desk
Using AI to resolve tickets faster, improve knowledge and reduce toil while keeping change control and security intact.
Download playbookApply the library to your organization
Choose the work worth changing before you choose a tool.
Start with the AI Readiness Assessment or bring a real workflow to Halden for a practical conversation.