You don’t need to arrive with a technical solution

When a company wants to bring artificial intelligence into a process, I don’t expect a diagram or a chosen technology. It is enough to identify a task that currently takes up your team’s time and to understand what happens from the moment it starts until it is considered done.

Real cases rather than general descriptions

The most useful input is recent examples: several typical cases and one that got complicated. What information arrived, who was involved, in which system and where the work stalled. That tells me far more about the process than a general description.

If you’d rather not share client data at first, examples with fictitious data work just as well. Access to the real systems is requested later, when needed and with your authorisation.

Where each piece of data lives and who maintains it

I need to know which system holds each piece of data and who is responsible for keeping it up to date. If the same information exists on two platforms, I need to know which one prevails and how discrepancies are resolved.

I also want to know which systems you use, which integrations already exist and what each platform allows. Those conditions significantly change the technical approach and the cost of the solution.

Exceptions shape the design

The usual path is often straightforward to automate. What shapes the design is the exceptions: what you do when data is missing, when a client changes their request or when something has to be decided outside the rules, and who makes that decision.

This helps decide where to start. Often the first phase has AI prepare and validate the information while your team still makes the final decision, until we have seen how the system behaves.

What comes out of that first conversation

With this information I can propose what I would tackle first and which criteria we would use to measure the result. Further improvements are identified for later phases. The time required depends on the complexity of the process and the information available.

If you have a process in mind, here is how I work, or book a meeting and we’ll look at your case.