Start with a specific process and a result you can assess. Choosing a popular AI product first can leave you trying to find a job for a tool you have already bought.
Describe the job as it works today
Who does the work? What information do they need? How often does it happen? Where are the delays, repeated steps or avoidable mistakes? What happens when the normal process breaks down?
These questions help distinguish a process problem from a genuine opportunity for AI. An integration or a simpler form may solve the problem without introducing AI at all.
Check information and responsibilities
Consider the information the system would use, whether it includes personal or confidential details, which providers would receive it and who should have access. Decide where someone must check an output or approve an action.
Ask how usage costs will be controlled and who will maintain the system. A monthly software fee may be only one part of the cost.
Make the first test useful
Choose a limited piece of work with an agreed way to assess it. That could include time spent, quality, errors, successful completion or the effort needed to review the output. Use a baseline from the existing process where you can.
Agree what would justify continuing, what would require changes and what would cause you to stop. A pilot should help you make that decision, rather than simply demonstrate that the technology can produce an output.
I help businesses with AI strategy and commercial systems, from deciding where to start through to implementation and handover.
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