Scorecard
The eight-week pilot scorecard.
The baseline, target, method, and sign-off structure behind every PrismWorks pilot—illustrated with a renewal-preparation example.
Read the scorecard →Resources
Field guides for governed AI operations.
The same checklists and measurement structures we use in real engagements—published so operations leaders can scope AI work before ever talking to us.
Measurement
How we prove a pilot worked.
Readiness Checklists
Sixteen checks before you scope anything.
One checklist per vertical, covering workflow, documents, controls, and pilot readiness.
Insurance Brokerages
AI readiness checklist for brokerages.
Renewal workflows, shared inboxes, policy documents, and licensed-approval controls.
Open the checklist →Accounting Firms
AI readiness checklist for accounting firms.
Client intake, workpapers, engagement evidence, and professional review controls.
Open the checklist →Wealth Management Firms
AI readiness checklist for wealth firms.
Advisor briefs, client onboarding, CRM hygiene, and compliance evidence.
Open the checklist →Beyond the Reading
Bring one workflow. Leave with a measurable first move.
The guides show how we think. A working session applies it to your systems, your documents, and your control requirements.
A senior engineer replies within one business day.