AI Integration
Assess practical AI assistants, document workflows and automation against your business rules, data access and the need for human oversight.
Planning your project
Start with a bounded workflow
Good candidates have a clear input, an observable output and a way to review mistakes: summarising a support case, extracting fields from a document, or drafting a reply for approval. Compare an AI approach with simpler rules-based automation before selecting a model.
Connect business data safely
Identify approved knowledge sources and enforce the permissions of the person using the assistant. Treat retrieved content as untrusted input. For actions such as changing CRM records or sending messages, define approval steps, audit logs and a human handoff instead of allowing unrestricted access.
Measure quality and ongoing cost
Use representative examples to assess factual accuracy, incomplete answers and failure cases before launch. Estimate model usage, retrieval, storage and support costs separately. Agree when the assistant should decline, ask a clarifying question or pass the task to a person; no model can guarantee error-free answers.
Bring to your first conversation
- A repeatable task and examples of acceptable outcomes
- Approved data sources, access rules and retention requirements
- A human reviewer and a way to measure time saved and mistakes
Assess your organisation's AI readiness