Resources
Tools, references, and playbooks you can put to work.
A curated library of Cortex materials – from operational reference designs and digital maturity frameworks to tactical playbooks, templates, and a running newsletter on what’s working in the field.
Architecture & operating models Digital maturity Playbooks & guides Templates Newsletter
Explore by collection
Each collection opens into its own space with deeper content, diagrams, and downloads.
Architecture diagrams and operating models
Cortex patterns
Cortex operational references
Reference architectures, data flows, and operating models for building modern, integration-first environments across finance, operations, and field teams.
System architecture Reference diagrams Operating models
Digital maturity scoring and heatmap
Assessment tools
Enterprise digital maturity
Scorecards, lenses, and rollout paths that show where you are today – and what a staged, pragmatic digital roadmap looks like over the next 12–36 months.
Maturity models Roadmapping Executive view
Newsletter and notes on screens
Field notes
Newsletter & dispatches
Short, practical briefs on what’s working across our client base – tools, architectures, and patterns that actually move the needle in real environments.
Case snippets Tool picks Operator stories
Technical diagrams and code snippets
Implementation
Technical playbooks & guides
Hands-on implementation guides for data pipelines, AI workloads, integrations, and cloud-native foundations – written for engineering and architecting teams.
Data & AI Integration patterns Cloud foundations
Templates and frameworks on screens
Plug-and-play
Templates & frameworks
Ready-to-use templates for decision briefs, initiative charters, ROI models, and architecture docs – designed to be cloned into your stack.
Decision templates ROI models Architecture docs
Collage of digital tools and diagrams
Start here
How to use this library
A simple guide on where to begin depending on your role, timeline, and appetite: quick wins, deep rewires, or targeted AI and analytics work.
Orientation Role-based paths
Featured resource journeys
Follow a curated path instead of jumping into individual assets.
Journey 01
From scattered tools to a clear operating reference
Start with how work flows through your organization, then map the systems that support it. This sequence combines operational references and maturity views to give you a practical “north star” before you buy or rebuild anything.
  • Skim the Cortex operational reference diagrams.
  • Score current-state using the digital maturity lenses.
  • Mark 3–5 initiatives where architecture will unlock ROI.
Open operational references ↗
Pair with a maturity assessment for a full picture.
Operational reference journey illustration
Journey 02
Standing up analytics and AI with guardrails
For teams moving past dashboard sprawl and experimental models. This path pulls from technical playbooks and templates so you can standardize pipelines, feature stores, and AI workloads without reinventing your data platform.
  • Use playbooks for ingestion, modeling, and monitoring patterns.
  • Adopt a small set of standard data products.
  • Capture decisions in lightweight initiative and ROI templates.
Open technical playbooks ↗
Combine with templates for decision-making and funding.
AI and analytics journey illustration
Journey 03
Telling a clear story to leadership and the board
Use the newsletter highlights, maturity views, and templates to turn technical work into a narrative about resilience, growth, and margins – not just tools and projects.
  • Pull examples and language from recent newsletters.
  • Frame progress using digital maturity snapshots.
  • Summarize asks using standard initiative brief templates.
Open newsletter & briefs ↗
Great for board decks and quarterly updates.
Leadership story journey illustration