The model is rarely the first decision
When a team begins with a model or platform, it tends to search for somewhere to use it. That reverses the useful order of decisions. Begin with work that matters, understand why it behaves as it does, and then choose the smallest capable technology.
Describe the work as it happens
Identify the trigger, information, actions, decisions, exceptions and outcome. Include the unofficial steps people use to make the formal process function. Those details often determine whether automation will help.
Separate interpretation from execution
AI is useful when a process must interpret language, documents or context. Conventional code remains better for calculations, permissions, validation and confirmed system actions. Strong solutions combine both.
Decide where people remain responsible
Use human review when consequences are material, confidence is low, policy requires it or the situation needs empathy and judgement. Design the handoff as part of the normal workflow rather than an afterthought.
- 01
Map the current workflow.
- 02
Define the outcome and baseline.
- 03
Identify interpretation and decision points.
- 04
Set permissions and human checkpoints.
- 05
Choose technology and test the riskiest assumption.