Proforma Global Research

Getting Started with AI and Enterprise Agents

All research

Plain-language briefings and whitepapers for finance and technology leaders approaching AI and enterprise agents for the first time. Each one introduces the concepts and the decisions behind a deployment that delivers, and points to the deeper research where the engineering is treated in full.

Briefings & Whitepapers

Start here. These pieces are the on-ramp to the rest of the library.

  1. 01 Your Board Wants AI. Where Do You Start? Turning a board mandate into a deliverable program: the architect the work turns on, how to validate, where to begin, and how to scale by function.
  2. 02 Implementing Your First AI Agent Pilot The five questions to ask a vendor, the pitfalls that sink most deployments, the economics a pilot has to prove, and how to tell when a pilot is ready to scale.
  3. 03 Is AI Part of IT? Why AI delivery splits into four responsibilities with four owners, why no single function holds them all, and where the capability should sit. A whitepaper on ownership.
  4. 04 I Have Working AI Agents. What Do I Do Next? Going from one working agent to many without multiplying cost and risk: learning from a few dissimilar pilots, when the data foundation pays off, make it right then make it fast, and why orchestration decides the economics. A whitepaper on scaling.
  5. 05 Does Your AI Agent Need a Semantic Layer? What a semantic layer actually is, the one test for whether your agent needs one, and why a governed metrics catalog is not the same thing in finance. A whitepaper on grounding agents in business meaning.
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