Choose a task you can evaluate before expanding.
For an internal answer assistant, begin with a bounded set of approved documents and a list of questions the team already receives. Include questions the documents cannot answer. Compare the reply with the source, check whether access rules are respected and record when a person must take over. A useful first deliverable is a reviewed question set, a source inventory and explicit acceptance criteria. Producing a fluent answer is not sufficient evidence that the assistant is correct or ready for customer use.
Start with the work, not the model.
Map where time goes, where information lives and which exceptions need judgement. An AI & Systems Assessment compares configuration, automation, an AI assistant and doing nothing. The output is a prioritized plan and a scoped next step, not a requirement to buy more software.
Make the everyday tasks easier.
Potential workflows include preparing enquiry summaries, drafting administrative replies, finding approved internal answers and organizing estimate notes. Each use case needs authorized sources, a realistic evaluation set, cost limits, a fallback and a named owner.
- Claude or ChatGPT workspace setup and team training
- Human-reviewed knowledge and administrative workflows
- Scoped assistants and integrations after feasibility review
People stay in control.
We define permissions, review points and failure handling before a pilot. No autonomous clinical judgement, insurance decisions or unapproved external messages. Vendor subscriptions and model usage are separate, and behavior needs reevaluation when tools change.