Start with the task, not the name of the tool.
A leader asks the team to propose an AI initiative. People collect tool names and competitors’ examples. Meetings continue, but nobody has agreed which work should change: document preparation, customer replies or information retrieval. Neither a first step nor a useful result can be defined.
General approach
Where we could start
Discuss the current work, difficulties and constraints with its participants. Choose one task, describe its inputs and expected output, and prepare a small experiment with conditions for deciding whether to continue.
What you would have
A selected task and a practical test plan grounded in company work rather than fashion.
Who needs to be involved
The requester, responsible participants and the specialists the task requires.
Roles and decisions
Scope and authority are agreed for the task. Relevant specialists provide technical and professional assessments.
This is a starting point for a conversation. We would check the approach against your task.
Prepare an enquiry
This is an editable starting outline, not a submitted enquiry. Add your own circumstances.