Choose the decision you are working on. Set a strategic priority, assess a technology investment, prepare your team for change or put an AI use case to work.
Each guide includes a completed example and a record you can copy into the document your team already uses. Start with the task that matters now.
Enterprise strategy · Investment priorities
Connect the customers you serve, the value you offer and the investments you make. Give the next strategic choice a clear owner and a way to judge the result.
You finish with: A strategic choice with the business result, investment trade-off, first action and conditions for reconsidering it recorded.
IT cost optimization · Application rationalization
Choose an application decision that reduces spend while protecting the work your business needs.
You finish with: A keep, improve, combine, replace or retire decision for one application, with the cost change, timing and owner recorded.
ERP · Planning · Close and consolidation
Turn a business requirement into a demonstration you can compare across your current system and shortlisted alternatives.
You finish with: A specific demo request and a record of what works, what costs extra and what remains unproven.
Change management · Leadership
Explain the change through the task people will perform, the support they need and what managers will do when work gets stuck.
You finish with: A short team change brief with one practice task, an owner for support and a check that the new way works.
Automation · RPA · AI
Match each step to the capability it needs, then connect the steps without losing control of the result.
You finish with: A workflow with a clear job for existing software, RPA, AI and the person responsible for approval.
Enterprise strategy · Strategy review
Compare an approved strategic choice with what has happened since. Bring the changed assumptions, costs and resource conflict to the next review.
You finish with: A review decision with the evidence, financial consequence, resource trade-off and trigger for another review recorded.
Technology roadmaps · Finance systems
Compare keeping separate ERP systems with combining them. Preserve necessary local requirements and put the options on the same cost and delivery timeline.
You finish with: A consolidation recommendation with the costs, dependencies, conditions and decision owner made clear.
Enterprise strategy · Growth and capability
Test a growth option against the capability, capacity and cash it needs. Compare the ways to deliver it before deciding whether to fund, test or defer it.
You finish with: A growth decision with the route, economics, capacity, first action and conditions for proceeding recorded.
AI and automation · Workflow decisions
Decide what rules can settle, what an assistant may propose and what a person still approves. Keep the exceptions and the work that stops visible.
You finish with: A bounded workflow decision with the permitted actions, human checks, exceptions and evidence needed before expanding it.
Organization design · Finance systems
Decide who owns one finance capability, what each person may change and how the work will get done. Use the example to agree responsibilities across finance, IT and the teams providing the data.
You finish with: An ownership decision covering responsibilities, authority, available time, handoffs and the conditions that would make you revisit it.
01
Answer twelve questions about AI direction, value, technology choices and adoption. Get your scores and three suggested next steps.
Want help reviewing a strategy you already have? Ask about a strategy review. M. Pact will reply within two business days.
Twelve questions, under five minutes, no email required.
02
Complete use cases for finance, procurement, HR, operations, customer service and sales. Start from what you want to improve, then pick a task. Each case gives you a prompt, a complete sample, the checks a person runs before anything is sent, and instructions for the AI assistant you already have. Use the supplied prompt in your own AI assistant, then check the result against the source. Keep the result or turn it into a one-page proposal for your team.
Browse the examples and prompts in your browser. No email required.
A working tool, free to keep
Use these questions to check performance, responsibilities and exit terms before choosing an AI vendor.
How many production deployments do you have at our scale?
Pilots prove interest. Ask for evidence from comparable production deployments, then test performance against your own data, workflow, and acceptance criteria.
Which reference customers are in our industry, and can we speak to one?
A reference in your industry tells you what actually breaks in businesses like yours.
What failed in your last release, and how did customers find out?
Every product fails somewhere. The answer tells you how you will be treated when it does.
When the model is wrong, who bears the cost?
Error rates are quoted in percentages. Errors arrive as your invoices, your filings, your customers.
What happens to our data, prompts, saved memory, learned preferences, configurations, and workflows if we leave?
Exit terms are cheapest to negotiate at signing. Negotiated at departure, they are set by whoever holds your data.
Which parts of the product are proven, and which are still being proven?
You are buying what works today, not the roadmap.
What should we not use this product for yet?
A vendor with no answer either has not looked or will not tell you. Either way, now you know.
Use it in your next vendor conversation. No email required.
Individual Pro is intended to bring your business context and M. Pact guidance together in a personal working environment. Pro enrollment is not open yet.
See the available Individual membership and the planned Pro experience on the membership page.
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