Understand the task
Review representative inputs, existing tools, access constraints, volumes and the cost of the current process.
We prefer a defined first release over an open-ended promise. Each project should have a clear job, a testable result and a plan for what happens after launch.
Review representative inputs, existing tools, access constraints, volumes and the cost of the current process.
Define data fields, output format, review steps, edge cases and what is out of scope.
Use representative examples to test both normal behaviour and predictable failure modes.
Document integration points, access, monitoring, error handling and support options.
What information comes in? What decisions are made? Which parts require judgement? Where does the output need to go?
We also want to know what can go wrong: missing documents, unsupported answers, duplicate records, changed file formats and unavailable APIs. Those details shape the scope and price.
If a smaller off-the-shelf solution meets the need, custom AI may not be the right investment.