Choosing the first AI project for a service business
We follow a real request from first contact to completed work. The assessment identifies where information gets lost, what your current systems already support, and which change is practical enough to test first.
How we put it to work
Step 1 of 3
Follow a real job through the office.
We review representative records with your staff and map handoffs, missing information, and repeated entry. Sensitive information is minimized in the working sample.
Your teamExplains the exceptions and confirms the process reflects actual work.
Step 2 of 3
Compare the options honestly.
We assess frequency, handling time, data quality, integration access, and consequences of mistakes. Existing software features and rules-based automation are considered alongside AI.
Your teamChecks assumptions and identifies the problem worth addressing first.
Step 3 of 3
Leave with a bounded pilot.
We document the inputs, proposed AI role, approval points, required connections, and stop criteria. Any projected benefit is labeled as an estimate to test, not a promised saving.
Your teamApproves the pilot and names its accountable owner.
What your first engagement includes
- 01Review your setupConfirm existing features, data access, and system compatibility.
- 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
- 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
