Start with the work
Choose one workflow that causes repeated effort, delays, errors or missed opportunities. Ask the people doing that work to show the current process. Which steps require judgment? Which steps simply move information?
Compare the available options
AI is one possible approach. Existing-software configuration, integration or conventional automation may solve the problem more simply. Compare the full cost of each option, including subscriptions, usage, maintenance and review effort.
Make a pilot decision testable
Define the users, information sources, permissions and acceptance criteria. Capture the current handling time, quality or completion rate. Test against realistic examples and record where the system needs human help.
Plan for ownership
Before expanding the solution, identify who owns errors, changes, operating costs and user support. A useful pilot produces a clearer decision about the next investment.
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