Worked examples and decision guides you can run in reviews and pilots — an evidence base from The Ops Toolbox. 25 worked examples and 15 decision guides for your next review or pilot.
Built for governed programmes: human approval before changes, answers tied to sources, and designs you can defend in review.
25
Worked examples
Assistants, document Q&A, human approval, monitoring, workflows
15
Decision guides
Program, architecture, governance
4
Cloud stacks
AWS, Azure, AI SDK, and Claude
Plain-language summaries and technical depth for steering forums and architecture reviews
program
How to stand up a cross-functional AI council, a distributed champion network, and an operating rhythm that scales pilots without losing control.
Read guideprogram
How to pick one workflow, define stop rules, and leave with metrics executives will fund, pivot, or kill.
Read guideprogram
Business KPIs and technical signals that belong in the same dashboard, so finance and engineering do not talk past each other.
Read guidearchitecture
When retrieval is enough, when custom weights earn their cost, and how to compare both with the same golden questions.
Read guideReference builds you can run in workshops and pilot squads
Operations staff get live help with customer lookup and ticket creation — with escalation when needed.
Live assistant with supervisor handoff
Open demoSend the same request to different models and compare speed and quality through one endpoint.
Same question sent to two models for a side-by-side comparison
Staff ask policy questions and get answers backed by approved documents.
Question searches approved documents before the model drafts an answer
In-account Q&A using your knowledge base when configured, or seed content for early pilots.
Question answered with sample documents or your knowledge base when configured
Turn workshop notes into structured initiative risks, stakeholders, and systems.
Workshop notes turned into a structured charter for human review
A reliable multi-step workflow for transformation intake — from brief to recommendation.
Paste a brief and start a multi-step workflow on demand
Answer questions in three governed steps: find context, draft answer, check safety.
Find relevant policy excerpts, then draft and safety-check the answer
Multi-step Q&A on AWS — full agent mode when configured, honest fallback pipeline when not.
Full agent when configured; otherwise a visible retrieve → classify → answer pipeline
Ask policy questions and get grounded answers from in-app documents — with citations.
Policy question answered from in-app documents with citations
Supervisors approve or reject CRM updates and refunds before anything runs.
Assistant proposes an action; supervisor approves or rejects first
See latency, tokens, matched documents, and rough cost on every request — ready for SRE and finance.
Every request returns latency, tokens, matches, and rough cost
Anonymised composites from assessments and pilots — representative stories, not client logos
B2B SaaS · ~400 employees
Support leaders wanted a copilot without granting write access to billing on day one.
Outcomes
Financial services · ~2,500 employees
Policy Q&A had to cite approved documents and fail closed when retrieval was weak.
Outcomes
Scale-up · ~90 employees
Founder-led AI ideas with no platform team; needed one shippable slice and a stop rule.
Outcomes
Results we see repeatedly — with metrics sponsors and risk teams already track
Architecture review or 6-week pilot
Financial services, insurance, and large HR policy estates
Pilot squad with steering forum every week
Support, ITSM, and CRM-adjacent workflows
1 to 2 week assessment
Medium and large programmes with many AI ideas
Architecture review then pilot on one squad
CTO office standardising models, logging, and cost
2 to 3 week review alongside build team
InfoSec review before an AI assistant or document Q&A goes live
Workshop plus architecture review
Microsoft-centric enterprises with M365 Copilot licensed
How we work — backed by the examples and guides on this site
Prioritisation, architecture, governance, pilots, enablement, and independent reviews.
Find your starting point by organisation size or role.
Assessments, reviews, pilot squads, and retainers — each with clear deliverables.
Ned Jamieson, Principal, part of The Ops Toolbox.
Next step
Worked examples and decision guides you can run in reviews and pilots — an evidence base from The Ops Toolbox.
Prefer the web form? The Ops Toolbox.
