A clear problem
Start with a task worth improving and a shared view of the outcome.
Understand the workflow. Build a useful first release. Make the handover part of the work.
Discuss your workflowA useful first step.
A clear plan for what comes next.
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A custom build is one option. The first job is to understand what will help the business.
Start with the people doing the work. Map the trigger, information, decisions, and handoffs before choosing a technology.
Compare configuring existing software, integrating tools, and building something custom. Choose a first release that can be tested and evaluated.
Start with a task worth improving and a shared view of the outcome.
Compare existing tools with a custom build, then test the smallest useful step.
Agree review, ownership, and operation before the first launch.
Define the job, connect the right information, and build a system people can use and maintain.
Useful interfaces. Visible status.
A person accountable for the next step.
Walk through the current process with the people doing it. Define the problem, the information involved, and how a useful improvement would be recognized.
Turn the agreed first task into a working interface and connected process. Show progress, collect feedback, and keep changes visible.
Check the ordinary path, missing information, access boundaries, and failures. Agree the evidence needed before a pilot expands.
Plan deployment, documentation, ownership, and maintenance. Agree who monitors the system, handles exceptions, and approves future changes.
The interface is one part of the work. Plan the information, access, review, and responsibilities around it.
Map the information collected, sent, stored, and deleted, including connected tools and model providers.
Define who can use which sources and actions. Check separation between users, clients, or matters where needed.
Make it clear who checks an output and which decisions or actions require approval.
Agree responsibilities for monitoring, failures, updates, retention, and support.
Private AI can use different infrastructure. Establish the data requirements, budget, and operating responsibilities before choosing a stack.
Review the exact service, contract, retention settings, and processing locations. A managed API can reduce infrastructure work while adding provider dependencies.
Plan account ownership, network boundaries, monitoring, and support. Dedicated infrastructure still needs an operating team and a complete view of external services.
Consider model capability, hardware, patching, evaluation, and reliability. Local hosting is an operating choice, with its own cost and maintenance responsibilities.