Business value and workflow fit
Define the business problem first. Compare potential use cases by expected value, frequency, complexity, and whether the task genuinely benefits from AI.
Practical AI adoption and readiness
AI adoption works best when the use case, process, data, risks, and human responsibilities are understood before technology is selected. I help organizations organize those questions, prioritize potential use cases, and define realistic next steps.
What readiness covers
A readiness review does not begin by assuming that AI should be used. It examines where the technology could help, where ordinary process improvement is a better option, and what must be true for a safe and useful test.
Define the business problem first. Compare potential use cases by expected value, frequency, complexity, and whether the task genuinely benefits from AI.
Review whether relevant information is available, accurate, current, permissioned, and organized enough to support the proposed workflow.
Identify where errors matter, what information is sensitive, who can approve outputs, and when work must move to a human reviewer.
Define a bounded test, a baseline, success criteria, quality checks, owners, and a decision point before committing to wider implementation.
A practical review
A useful outcome is a clearer decision, not a commitment to automate. The depth of review depends on the proposed use case and the organization's constraints.
Human accountability, privacy, security, data permissions, and a way to handle uncertain or incorrect output should be considered as part of the use case.
Describe the current workflow, who is affected, and what improvement would be useful.
Identify data, documents, policies, examples, and baseline measures needed to assess the opportunity.
Consider inaccurate outputs, privacy, access, security, bias, regulatory needs, and the cost of mistakes.
Agree on quality thresholds, human review, fallback steps, ownership, and whether the pilot should stop, change, or expand.
Depending on the business and available controls, candidate use cases might include internal knowledge search, summarizing long case histories for human review, drafting responses for agents to approve, classifying requests, or reducing repetitive documentation. These are examples to assess, not claims of an existing product or guaranteed suitability.
Support a person with retrieval, drafting, or summaries while the person remains responsible.
Clarify process steps, handoffs, data requirements, and fallback paths around an AI-assisted task.
Monitor quality, errors, privacy, cost, adoption, and outcomes against an agreed baseline.
It is a structured way to consider candidate use cases, workflow and data readiness, risk, human oversight, and what would be required to run a controlled pilot.
No. The review may conclude that a process change, better knowledge management, or a simpler tool is the better next step.
No. Potential value should be estimated using your data and assumptions, then tested against a defined baseline. Outcomes depend on use case fit and implementation.