A defined business case
Choose a workflow with a measurable problem and a decision point.
A guide for decision makers
From AI mandate to working programme.
Before committing budget, ask how the system will connect, who will own it and what result would make it worth keeping.
Five things to look for
A plan you can test.
A realistic data plan
Expect scattered systems, inconsistent records and spreadsheets.
Security from the start
Agree access, data location and review requirements before a build.
Existing-system fit
Use the estate you have where it serves the job.
Ownership after launch
Know who monitors, supports and improves the system.
Five things to question
Spot risk before it becomes a programme.
A tool looking for a problem
A polished demo cannot substitute for a useful operating case.
A forced replacement
A large migration may add more risk than the AI solves.
No reconciliation plan
Putting AI on conflicting numbers makes the conflict harder to see.
An open-ended pilot
Set scope, success criteria and a clear decision gate.
No support model
A system needs owners, monitoring and a path for change.
A practical start
Turn the checklist into a working session.
Bring the workflow, systems and questions. We will help shape a sensible first step.
Plan an assessment