1️⃣ Identify the Problems You Want AI to Solve
Find the repetitive work, disconnected tools, and knowledge gaps worth fixing before you look at a single vendor.

Most higher ed institutions don't have an AI strategy problem. They have a plan, a vision, and executive buy-in. What they're losing on is procurement.
The market is flooded with vendors, shiny demos, and unclear data requirements. Tools don't integrate. Data isn't accessible. And even when the technology works, adoption often doesn't follow. One recent MIT study found that 95% of AI pilots fail to make it past that stage.
That's the wrong problem to fix with a better vendor comparison. This playbook shows you how to buy AI with a plan, a baseline, and a clear target, before you sit through a single demo.

Whether your team is trying to:
✔ Clear out repetitive work that's eating staff time
✔ Connect systems that don't talk to each other
✔ Surface information scattered across emails and spreadsheets
✔ Give staff a consistent starting point instead of relying on one person's institutional knowledge
This playbook shows you how to match the right AI to the job, before you start evaluating vendors.


Find the repetitive work, disconnected tools, and knowledge gaps worth fixing before you look at a single vendor.
Check your data, systems, ownership, and staff buy-in so you start where you're actually ready.
Set a baseline, a target, and a timeframe so you can prove the tool worked, not just that it shipped.
Match automation, AI tools, or AI agents to the actual problem, then evaluate vendors on integration and real cost, not the demo.
Test tools on your real data and real workflows, not a clean sandbox built to impress.
Name an owner, bring frontline staff in early, and measure usage, not just performance.

This playbook walks through six steps for buying AI with a plan: identifying the problems worth solving, checking whether your data and staff are actually ready, and setting a baseline and target before you shop. It gets most specific in the step on finding the right tools, where you'll learn to match automation, AI tools, or AI agents to the actual problem, then evaluate vendors on integration and real cost instead of the demo. From there, it covers how to pilot under real conditions and how to buy for adoption instead of optics, so the tool you choose is one your team actually uses.
Download the Guide

Most AI rollouts fail on adoption, not technology. This playbook builds adoption in from step one.
✔ Spend less time on vendor beauty contests. Start with the problem, not the feature list, and cut through demos faster.
✔ Avoid tools that sit unused. Most AI rollouts fail on adoption, not technology, so this playbook builds adoption in from step one.
✔ Set targets you can actually measure. Replace vague goals like "improve efficiency" with a baseline, a target, and a deadline.
✔ Match AI to the right layer. Know the difference between automation, AI tools, and AI agents before you buy either.
✔ Pilot under real conditions. Catch the gaps that show up with messy data and real workflows, before you commit budget.


A six-step playbook for choosing AI your team will actually use, built for higher ed leaders navigating a crowded vendor market.