Whitepapers & Playbooks
Structured frameworks, implementation guides, and governance playbooks for regulated AI and agentic automation.
These resources are designed for executives, compliance leaders, and technical teams who need more than high-level AI hype. Each whitepaper or playbook focuses on how to deploy AI safely, responsibly, and profitably in regulated environments.
Featured Whitepapers
A C-Suite Guide to AI Governance in Healthcare
A comprehensive framework for healthcare executives to understand AI governance requirements, risk management strategies, and board-level oversight responsibilities in regulated environments.
From Pilots to Production: A Playbook for AI in Regulated Mid-Market
Why most AI pilots fail to reach production in regulated organizations, and a proven methodology for moving from experimentation to governed, production-ready AI systems.
HIPAA-Aware LLM Architectures for Clinical Workflows
Technical and compliance considerations for deploying large language models in clinical settings, including data handling, model governance, and audit requirements.
Operational Playbooks
Playbooks are designed for teams ready to act: they turn governance principles and architecture patterns into concrete steps, checklists, and workflows.
What playbooks cover:
- Scoping and running an AI Readiness Assessment.
- Designing an agentic workflow for a regulated back office.
- Standing up MLOps for a first production model in healthcare.
AI Readiness Assessment Playbook for Healthcare Organizations
Step-by-step guide for conducting a comprehensive AI readiness assessment, including stakeholder interviews, data inventory, and governance gap analysis.
View PlaybookAgentic Workflow Playbook for Regulated Back Offices
How to design, pilot, and scale governed AI agents for finance, operations, and compliance workflows in regulated environments.
View PlaybookMLOps Bootstrap Playbook for Mid-Market Teams
A practical guide for standing up your first production ML pipeline with governance, monitoring, and compliance controls built in from day one.
View PlaybookAll Whitepapers & Playbooks
Building an AI Risk Register for Healthcare Organizations
How to identify, categorize, and track AI-related risks across your organization with practical templates and governance workflows.
Claims Pre-Screening Agent Implementation Guide
End-to-end guide for deploying an AI agent to pre-screen insurance claims, including integration patterns, governance controls, and ROI tracking.
Model Monitoring Best Practices for Regulated Environments
How to implement continuous monitoring for AI models in healthcare and life sciences, including drift detection, performance tracking, and audit logging.
NIST AI RMF Implementation Roadmap
A practical guide to implementing the NIST AI Risk Management Framework in healthcare and life sciences organizations.
Data Inventory Playbook for AI Initiatives
How to conduct a comprehensive data inventory to understand what data assets are available, their quality, and readiness for AI use cases.
Synthetic Data Generation for Healthcare LLMs
Techniques for generating synthetic training data that preserves clinical utility while protecting patient privacy and maintaining HIPAA compliance.
If You're New to Governed AI, Start Here
AI Readiness in Healthcare: A Practical Primer
For executives who are just starting to think about AI governance and want to understand what 'AI readiness' really means for their organization.
Read This FirstAgentic AI vs. Traditional Automation in Regulated Environments
A clear explanation of how agentic AI differs from RPA and traditional automation, and why the distinction matters for compliance and risk.
Read This FirstNIST AI RMF: Translating Policy Into Practice
For leaders who have heard about NIST AI RMF but aren't sure how to apply it practically in their healthcare or life sciences organization.
Read This FirstSee How These Tie Into Our Work
These documents are not just theory—they reflect how we deliver projects. If a whitepaper resonates with a specific pain point, these are the services that typically follow.
Ready to Turn Frameworks into a Roadmap?
If one of these whitepapers or playbooks describes exactly what your organization is dealing with, the next step is usually a focused AI Readiness & Governance Assessment or a short discovery call.