Reference architectures for complex enterprise transformation.
Playbooks are how AX3 packages what it knows: industry expertise combined with Salesforce, AI, data, digital engineering, Forward Deployed Engineering and specialized talent. Each one describes a real business problem, why it is hard, and the architecture that changes it — as a solution concept, not a client case study.
Discuss a playbook- What they are
- AX3 Transformation Playbooks are reference architectures for recurring enterprise problems — each one documents the problem, why it is hard, the workflow and the architecture.
- Who they are for
- Executives and technology leaders accountable for revenue, service, supply chain, patient or customer workflows that span multiple systems.
- What problem they solve
- Transformation programmes stall because the business problem, the data reality and the platform estate are designed separately. A playbook connects all three up front.
- Technologies involved
- Salesforce, AI and agents, data platforms and integration, plus digital engineering across SAP, custom platforms and industrial systems.
- Industries they apply to
- Semiconductor, manufacturing, automotive and EV, CPG and retail, financial services, healthcare and life sciences, energy, logistics, travel and telecom.
- What AX3 provides
- Architecture and delivery — by an AX3 team, by Forward Deployed Engineers embedded in your environment, or through specialized talent when you own the build.
Seven capabilities, assembled around one business problem.
Industry expertise
The operating reality, data and constraints of the sector come first.
Salesforce
The engagement layer where sales, service and revenue workflows run.
AI
Agents and models applied at the decision point, grounded in governed data.
Data
Identity, entitlement and event data resolved into one usable truth.
Digital Engineering
Integration, pipelines and product engineering that make it real.
FDE & Talent
Embedded engineers and specialized talent to build and sustain it.
Filter by industry, business function or technology.
Showing 10 of 10 playbooks
Cross-Industry Playbooks
Problem classes that repeat in every sector — service execution, commercial workflow and AI-assisted selling.
Cross-IndustryAI-Powered Field Service
Connect customers, assets, technicians and intelligence into one service operation.
Problem: Dispatch runs on assumptions, technicians arrive without full asset history and parts availability is invisible until the van is loaded.
Field Service · Service · Operations
View Playbook
Cross-IndustryIntelligent Quote-to-Cash
Compress the path from opportunity to recognised revenue with governed pricing and automation.
Problem: Quoting, discounting, contracting and billing live in disconnected systems, so cycle times stretch and revenue data has to be reconciled after the fact.
Revenue · Sales · Finance
View Playbook
Cross-IndustryAI Sales Concierge
An agentic selling assistant grounded in catalog, pricing and entitlement data.
Problem: Sellers spend a large share of their time assembling context — account history, product fit, pricing and service exposure — instead of selling.
Sales · Revenue · AI
View PlaybookIndustry Playbooks
Reference architectures shaped by the operating reality of a specific industry, its data and its regulators.
ManufacturingManufacturing Customer 360
One customer, account and asset view across direct sales, distributors and service networks.
Problem: Customer, installed-base and entitlement records are split across ERP, CRM, warranty and field systems that do not agree, so sellers, service and channel partners work from different truths.
Sales · Service · Customer Experience
View Playbook
CPG & RetailRetail Customer 360
Unify consumer, retailer, distributor and commerce data into one intelligent customer platform.
Problem: Consumer identity, retailer relationships and in-store execution data sit in separate systems, so trade investment and personalisation decisions are made without the full picture.
Customer Experience · Sales · Operations
View Playbook
AutomotiveConnected Vehicle Experience
Turn vehicle telemetry into proactive service, warranty and customer engagement.
Problem: The vehicle generates continuous data while the customer relationship sits with dealers and separate service systems, so the manufacturer sees neither clearly.
Customer Experience · Service · Data
View Playbook
EV & MobilityEV Customer Experience
One ownership experience across digital purchase, charging, battery and subscription.
Problem: EV buyers expect a direct digital relationship, but ordering, delivery, charging and service data typically sit in separate platforms.
Customer Experience · Sales · Service
View Playbook
Financial ServicesFinancial Services Relationship 360
A compliant relationship view across onboarding, advice, servicing and product holdings.
Problem: Client relationships span products, entities and channels that each hold part of the picture, leaving advisors without a complete relationship view.
Sales · Service · Customer Experience
View Playbook
Healthcare & Life SciencesHealthcare Patient Experience
Coordinated, consented engagement across access, service and care navigation.
Problem: Patients navigate scheduling, referrals, billing and support through disconnected channels while clinical systems remain the record of care.
Customer Experience · Service · Operations
View Playbook
Logistics & Supply ChainIntelligent Logistics Control Tower
Shipment visibility, exception management and customer communication in one operating view.
Problem: Shipment, inventory, carrier and customer commitment data sit in separate systems, so exceptions surface after the customer has already noticed.
Supply Chain · Operations · Data
View PlaybookSalesforce Transformation Playbooks
Playbooks where Salesforce, Data 360 and Agentforce carry the engagement layer of the architecture.
ManufacturingManufacturing Customer 360
One customer, account and asset view across direct sales, distributors and service networks.
Problem: Customer, installed-base and entitlement records are split across ERP, CRM, warranty and field systems that do not agree, so sellers, service and channel partners work from different truths.
Sales · Service · Customer Experience
View PlaybookCross-IndustryAI-Powered Field Service
Connect customers, assets, technicians and intelligence into one service operation.
Problem: Dispatch runs on assumptions, technicians arrive without full asset history and parts availability is invisible until the van is loaded.
Field Service · Service · Operations
View PlaybookCross-IndustryIntelligent Quote-to-Cash
Compress the path from opportunity to recognised revenue with governed pricing and automation.
Problem: Quoting, discounting, contracting and billing live in disconnected systems, so cycle times stretch and revenue data has to be reconciled after the fact.
Revenue · Sales · Finance
View PlaybookCPG & RetailRetail Customer 360
Unify consumer, retailer, distributor and commerce data into one intelligent customer platform.
Problem: Consumer identity, retailer relationships and in-store execution data sit in separate systems, so trade investment and personalisation decisions are made without the full picture.
Customer Experience · Sales · Operations
View PlaybookCross-IndustryAI Sales Concierge
An agentic selling assistant grounded in catalog, pricing and entitlement data.
Problem: Sellers spend a large share of their time assembling context — account history, product fit, pricing and service exposure — instead of selling.
Sales · Revenue · AI
View PlaybookFinancial ServicesFinancial Services Relationship 360
A compliant relationship view across onboarding, advice, servicing and product holdings.
Problem: Client relationships span products, entities and channels that each hold part of the picture, leaving advisors without a complete relationship view.
Sales · Service · Customer Experience
View PlaybookAX3 Transformation Playbooks describe how we approach a problem class. They do not represent named customers, delivered implementations or measured results.
Architecture is the easy half. Delivery is the rest.
Every playbook can be delivered by an AX3 team, built by Forward Deployed Engineers embedded inside your environment, or staffed with specialized talent where you want to own the work.
About the playbooks
What is an AX3 Transformation Playbook?
A reference architecture for a recurring enterprise problem class. Each playbook sets out the business problem, why it is hard, the workflow, the reference architecture across data, AI, Salesforce, integration and engineering, and the outcomes it is designed to produce.
Are these playbooks client case studies?
No. AX3 Transformation Playbooks are reference solution concepts describing how we approach a problem class. They do not represent named customers, delivered implementations or measured results.
How is a playbook used in an engagement?
We map the playbook against your workflow, data reality and existing platform estate, then adapt the architecture, sequencing and success measures to your environment.
Can a playbook be delivered incrementally?
Yes. Each playbook is structured so the first release solves a single high-cost workflow, with later phases extending data, automation and AI coverage.
Do playbooks assume Salesforce?
Many use Salesforce as the engagement layer, but the underlying data, integration and AI patterns apply across SAP, custom platforms and industrial systems.
Can AX3 provide the engineering and talent to deliver a playbook?
Yes. AX3 delivers playbooks with its own teams, embeds Forward Deployed Engineers inside your environment, or supplies specialized talent where you prefer to own delivery.
Which of these problems is yours?
Bring us the workflow that is costing you most. We will map it against the playbook, your data reality and your Salesforce estate.