THE 5%

CLASSIFIED
OPERATIONAL PLAYBOOK

Key Learnings: The 5% Playbook

Distilled from MIT research, Award winners, and community deployments. Updated monthly as we learn what actually works.

UPDATED MONTHLY
1

Double Success by Partnering Externally

"External partnerships see twice the success rate of internal builds."

Co-develop with execution-oriented vendors

Evaluate AI vendors like business partners—not software suppliers

Prioritize vendors who understand your operational and security intricacies

2

Define P&L Outcomes First

"Buyers who succeed evaluate tools based on business outcomes rather than software benchmarks."

Specify precise agency/BPO cost reductions upfront

Target back-office processes with measurable ROI

Ignore vague "productivity" claims—demand tangible P&L impact

3

Ship in 90 Days or Kill It

"Top performers reported average timelines of 90 days from pilot to full implementation."

Enforce strict pilot-to-production timelines

Kill projects failing to deliver clear results in one quarter

Prove value first—platform consolidation comes later

4

Integration Is Non-Negotiable

"Minimal disruption to current tools. If it doesn't plug into Salesforce or our internal systems, no one's going to use it."

Require native integration with your stack

Reject "science projects" disrupting current workflows

Test rigorously with real-world data and operational flows

5

Demand Rigorous Risk Management

"The biggest thing holding back AI is model quality, legal, data, risk."

Mandate risk assessments and governance frameworks

Demand documented assurances—not vendor promises

Confirm compliance understanding upfront

6

Avoid the Demo Trap

"We've seen dozens of demos this year. Maybe one or two are genuinely useful. The rest are wrappers or science projects."

Insist on demonstrations using real data and real processes

Identify "brittle" solutions upfront

Walk away if vendors can't clearly articulate your operational nuances

Complete Readiness Assessment

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