The Playbook — Harmer Intelligence https://harmerintelligence.com/playbook.html Writing, notes and what we have learned putting AI to work inside professional practices. en-ca Which workflow should go firsthttps://harmerintelligence.com/playbook/which-workflow-first.htmlhttps://harmerintelligence.com/playbook/which-workflow-first.htmlMon, 09 Nov 2026 09:00:00 -0500Chad HarmerAdoptionA way to choose the first workflow to redesign for AI in a professional firm: score candidates for effort, risk and payback, apply the so-what test, and write down the decision not to build as carefully as the decision to build. Where client data goes when your team uses AIhttps://harmerintelligence.com/playbook/where-client-data-goes.htmlhttps://harmerintelligence.com/playbook/where-client-data-goes.htmlSun, 08 Nov 2026 09:00:00 -0500Chad HarmerOperationsThe questions a regulated firm should settle before anyone pastes a client file into a chat window, and a short AI data standard a practice can adopt this week. Before you buy another AI tool, map the workhttps://harmerintelligence.com/playbook/map-the-work-first.htmlhttps://harmerintelligence.com/playbook/map-the-work-first.htmlThu, 05 Nov 2026 09:00:00 -0500Chad HarmerAdoptionWhy firms that get value from AI start with a list of hand-offs rather than a list of software, and how an owner can build that list in one afternoon. What agentic AI is, and what it is nothttps://harmerintelligence.com/playbook/what-agentic-ai-is.htmlhttps://harmerintelligence.com/playbook/what-agentic-ai-is.htmlTue, 03 Nov 2026 09:00:00 -0500Chad HarmerAgentic AIA working definition of agentic AI for owners and partners of professional firms: the four things an agent does, where the human sits, and the one question to ask any vendor.