The Playbook is a vendor-agnostic 200-page guide that empowers teams to deliver business applications of any complexity with no-code.

The Playbook provides guidance on how to organize efficient IT and business collaboration and deliver game-changing results leveraging the potential of the no-code approach while staying compliant with governance requirements.

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Now in its Second Edition, the Playbook has been enhanced for the AI era, showing how to scale no-code success with the help of AI agents, automation, and new tools. It includes fresh insights, updated frameworks, and expanded content to help organizations harness the power of AI while keeping humans in control.

New! Impact and use-cases
for AI and Agents

New! No-code
Methodology extensions
for AI development

New! Online No-Code
Toolkit with additional
resources

New! NOVA Framework:
Rank AI + no-code by ROI

Principles of no-code
development

12 stages of the no-code
development lifecycle

Building the
Center of Excellence

Complexity assessment
framework

Governance
framework

No-code application
audit and monitoring

Fusion team roles and
responsibilities

Creatio No-Сode Playbook
methodology

Expand
Collapse
Choose one of
the Delivery Models
Do-It-Yourself Delivery

The DIY (Do-It-Yourself) Delivery Model is ideal for small, agile teams looking to rapidly build and deploy no-code applications without heavy reliance on external IT or development resources.

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Fusion delivery

The Fusion Delivery Model is a collaborative approach to delivering no-code projects, where both business and technical teams work together to create more complex and scalable applications.

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Center of Excellence Delivery

The CoE (Center of Excellence) Delivery Model is a structured approach designed to scale no-code development across an organization by centralizing expertise, best practices, and governance.

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Scale & grow Program / project management Bus use case sign-off MVP sign-off Release sign-off Audit review Scope / change management Work management (e.g. Kanban) Governance / security planning Quality gates / user validation No-code team training Creatio implementation design principles Implementation assistance Vendor selection Roles & responsibilities Delivery model Non-functional testing Functional / user testing APPLICATION MATRIX (DIY, Fusion, CoE) Design Go-live Everyday delivery
  • App Retrospective
  • App Retrospective
  • Business/ Process changes
  • Org changes
  • Performance
  • Component Reuse
 Stage 12

Application Audit
  • Basic Reporting
  • Basic Reporting
  • Quality Gates
  • Loose coupling
  • Change Isolation
  • Quality Gates
  • Automated Deployment
 Stage 11

Everyday Delivery
  • User Feedback
  • Prioritization (e.g. MoSCoW)
  • User Feedback
  • Prioritization (e.g. MoSCoW)
  • App Performance Feedback
  • User Feedback
  • System Feedback
  • Feedback Matrix
  • Prioritization (e.g. MoSCoW)
 Stage 10

Incremental Improvement

 Stage 9

Feedback Collection
  • User Acceptance
  • User Support & Enablement
  • Deployment
  • Environments
  • Data Migration
  • Deployment
  • User Acceptance
  • User Support & Enablement
  • Environments
  • Data Migration
  • Deployment
  • User Acceptance
  • User Support & Enablement
 Stage 8

First Release
  • Internal Checks
  • Security Checks
  • External Checks
  • Internal Checks
  • Security Checks
  • Data Governance
  • Access Controls
  • External Checks
  • Internal Checks
  • Security Checks
  • Data Governance
  • Access Controls
 Stage 7

Governance Checks
  • Ul and Data
  • Workflow/UX
  • Custom Integrations & Access Rights
  • Dashboards/ Analytics
  • Ul and Data
  • Workflow/UX
  • Custom Integrations & Access Rights
  • Dashboards/ Analytics
  • Ul and Data
  • Workflow/UX
  • Custom Integrations & Access Rights
  • Dashboards/ Analytics
 Stage 6

Feedback Loop

 Stage 5

Prototype-to-MVP
  • Estimate
  • Schedule
  • Team / Org Resources
  • MVP Definition
  • Estimate
  • Schedule
  • Team / Org Resources
  • MVP Definition
  • Estimate
  • Schedule
  • Team / Org Resources
  • MVP Definition
 Stage 4

Project Assignment
  • Ul and Data
  • Workflow/UX
  • Custom Integrations & Access Rights
  • Dashboards/ Analytics
  • Ul and Data
  • Workflow/UX
  • Custom Integrations & Access Rights
  • Dashboards/ Analytics
  • Ul and Data
  • Workflow/UX
  • Custom Integrations & Access Rights
  • Dashboards/ Analytics
 Stage 3

Design and Prototyping
  • Marketplace components
  • Architecture
  • Marketplace components
  • Al Copilots
  • Packaged apps
  • Custom software
  • Architecture
  • Marketplace components
  • Al Copilots
  • Packaged apps
  • Custom software
 Stage 2

Options Analysis
  • Stakeholder
  • Business Case
  • Business Requirements
  • Process diagram
  • Stakeholder
  • Business Case
  • Business Requirements
  • Process diagram
  • Stakeholder
  • Business Case
  • Business Requirements
  • Process diagram
 Stage 1

Business Use Case

Explore the Vendor-Agnostic
No-Code Methodology

Design

Define the business requirements and
prototype your application

Go-Live

Deliver the first release as rapidly as possible

Everyday delivery

Collect feedback and iterate continuously to deliver everyday value

AI-powered development:

Learn how to embed AI and agents across every phase

Get the No-code playbook

Watch the No-Code Playbook presentation from the authors ft. real life case study of Virgin Media O2 Business

No-Code Playbook Preview

Get the No-code playbook

Meet the Authors of the
No-Code Playbook

Katherine Kostereva

CEO, Creatio

Burley Kawasaki

Global VP of Product Marketing
and Strategy, Creatio

For whom we have written this book

IT and Digital
Executives

Operations
Leaders

Project Management
Professionals

Business Analysts
and Developers

Anyone who wants
to master no-code skills

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to access the book

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