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Operating System / Playbooks

Turn Potential Into Measurable Impact

Recomposable templates that provide clear frameworks and remove decision friction.

Our playbooks help you execute your AI agent roadmap, even if you don't have one yet. Four phases—Discover, Design, Build, Scale—meet you where you are and guide you toward real results. Execute them in our Workspaces, or accelerate progress with expert guidance from our Accelerators.

Discover

Pinpoint where AI can actually help your team—not where it sounds cool on paper, but where it'll make your daily work easier and your outcomes better. Build the foundation your team needs, spot opportunities, and create your AI agent roadmap.

What happens in this phase

Before diving into technology, we work with your team to understand workflows, pain points, and opportunities. This phase focuses on building organizational readiness and identifying where AI agents can amplify human expertise.

  • Team upskilling on AI agents and their capabilities in healthcare contexts
  • Workflow analysis to identify high-impact automation opportunities
  • Assessment of technical infrastructure and data readiness
  • Stakeholder alignment on goals, success metrics, and governance
  • Prioritization framework for selecting initial use cases

Key outcomes

  • AI-literate team equipped to evaluate and guide agent initiatives
  • Prioritized list of agent opportunities with ROI estimates
  • Clear understanding of organizational readiness gaps
  • Executive-ready business case for moving forward

Workspaces & Accelerators

Agent Hub
Workspace

Build AI fluency across your team. Foundational courses on agent capabilities, healthcare use cases, and how to identify high-impact opportunities.

Start Learning
Opportunity Scanner
Accelerator

Data-driven assessment tool that analyzes workflows and identifies high-value AI agent opportunities with projected ROI and implementation complexity scores.

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Readiness Assessment
Accelerator

Evaluate technical infrastructure, data governance, and organizational readiness for AI agent deployment with actionable recommendations.

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Design

You've identified where AI can help—now let's map out exactly how it'll work in your world. Design agents that fit your workflows, protect patient data, improve patient experiences and give your team confidence that this will actually work the way you need it to.

What happens in this phase

Translate opportunities into detailed agent specifications, considering HIPAA compliance, workflow integration, safety guardrails, and success metrics.

  • Agent persona and capability definition for each use case
  • HIPAA compliance architecture and data flow mapping
  • Human-in-the-loop workflows and escalation procedures
  • Integration design with existing systems
  • Safety guardrails, monitoring requirements, and failure modes

Key outcomes

  • Complete agent specifications ready for development
  • HIPAA-compliant architecture documentation
  • Detailed business case with validated ROI projections
  • Change management and training plan

Workspaces & Accelerators

Agent Hub
Workspace

Deep-dive into agent design patterns. Courses on HIPAA-compliant architectures, workflow integration, and building effective human-AI collaboration.

Start Learning
Agent Designer
Workspace

Interactive design environment for architecting HIPAA-compliant AI agents. Define capabilities, workflows, guardrails, and integration points visually.

Explore Agent Designer
Business Case Builder
Accelerator

Generate executive-ready business cases with ROI models, implementation timelines, and risk assessments tailored for healthcare stakeholders.

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Build

Turn your plans into working agents. Build them in a secure, healthcare-ready environment, test them with your team, and make sure they're rock-solid before they go live.

What happens in this phase

Development happens in our HIPAA-compliant Agent Studio, where agents are built with enterprise-grade security, reliability, and observability from day one. Rapid prototyping allows stakeholders to validate designs early.

  • Agent development in HIPAA-compliant cloud environment
  • Rapid prototyping with clinical stakeholder feedback loops
  • Integration with EHR systems, APIs, and data sources
  • Comprehensive testing including edge cases and failure scenarios
  • Security review and compliance validation

Key outcomes

  • Production-ready AI agents with full documentation
  • Validated integration with existing clinical systems
  • Complete test coverage and quality assurance
  • Deployment-ready packages with rollback capabilities

Workspaces & Accelerators

Agent Hub
Workspace

Hands-on development tutorials and best practices. Learn to build, test, and debug agents with step-by-step guidance from healthcare AI engineers.

Start Learning
Agent Studio
Workspace

Enterprise development platform for building, testing, and deploying HIPAA-compliant AI agents. Includes version control, monitoring, and collaboration tools.

Explore Agent Studio
Rapid Prototyping
Accelerator

Quickly create functional agent prototypes for stakeholder validation. Test concepts before committing to full development.

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Scale

Your agents are working—now get them working everywhere they're needed. Roll them out across teams and locations while making sure your people know how to use them and your operations stay smooth. The goal? Sustainable AI that keeps delivering value.

What happens in this phase

Scaling AI agents requires careful orchestration of technology, change management, and continuous optimization. We help you establish the operational foundations for sustainable AI operations.

  • Multi-agent orchestration and workflow automation
  • Performance monitoring and continuous optimization
  • Cross-departmental rollout planning and execution
  • Knowledge transfer and internal capability building
  • Governance frameworks for ongoing agent management

Key outcomes

  • Enterprise-scale AI agent operations
  • Internal team capable of managing and expanding agents
  • Documented playbooks for future agent deployments
  • Measurable ROI and continuous improvement processes

Workspaces & Accelerators

Agent Hub
Workspace

Scale your team's expertise alongside your agents. Advanced courses on multi-agent orchestration, governance, and building sustainable AI operations.

Start Learning
Agent Studio
Workspace

Orchestrate multiple AI agents, monitor performance at scale, and manage deployments across your organization from a single control plane.

Explore Agent Studio
Scale Playbook
Accelerator

Comprehensive guide for enterprise AI agent rollout including change management templates, governance frameworks, and optimization strategies.

Learn More

Let's Figure Out Your Next Step Together

Whether you're just getting started or already deep into implementation, we're here to help. Tell us where you are, and we'll show you what makes sense next.