A practical starting point
Which workflow should you improve first?
Choose one recurring task and use these questions to decide whether it’s ready for a small pilot. The result is a starting point for discussion, not a savings forecast.
Assess one task.
Think of something specific: preparing a weekly report, routing a request, or finding an approved procedure. “Use AI across the company” is too broad to test.
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How to interpret the result
A first pilot is easier to evaluate when the work repeats, the inputs are usable, and a person can review or reverse a mistake. Unclear data permission or high consequences should be addressed before treating a task as an automation candidate, even if it happens every day.
Write a one-page pilot brief.
- Task: describe its start, its end, and the people involved.
- Baseline: record several real examples of time, rework, and errors today.
- Boundaries: identify the information the system may use and what it must never do.
- Review: assign a person to check results and handle exceptions.
- Success: agree on a measurable improvement and what quality must stay the same.
- Stop rule: decide what would make you pause or reverse the pilot.
AI may be only part of the answer.
Some problems need a clear process, a form, or an ordinary software integration. Start with the workflow and compare the simplest workable options before choosing the technology.
For example, moving an approved customer record between two systems may be an integration task. Drafting a summary from varied documents may benefit from AI, with a person checking the output. Neither example is a claim about a past client result.
Talk through your workflow