Choose a problem, not a tool
Describe the current process: inputs, tasks, owners, decisions, exceptions and the expected output. Identify the specific problem and establish a baseline, such as time spent, rework or errors. Compare AI with simplification, training or conventional automation.
Assess whether suitable data, authorised access and the means to maintain the solution are available. The existence of a tool does not make an opportunity viable. Automating an unstable process with no owner may simply create problems faster.
Instead of “we need an assistant”, say “the team spends too much time finding approved procedures”. First test whether better document organisation solves part of the problem.
A solution is useful only if it improves a real process within acceptable limits.
Try it yourself
Create a pilot brief: problem, current process, authorised data, owner, metric, test cases, budget and stopping condition. Include a non-AI alternative and a plan for returning to the previous process.