Prepare for an AI implementation review.

Use the checklists with your process and IT owners to record what is known and what still needs a decision. The guides cover workflow selection, source access, and the work of operating an assistant.

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An orange request marker moves through six separated layers representing people, permissions, data, model execution, tools, and records. — Use these guides to identify access, infrastructure, and review decisions.
Conceptual architecture illustration

Readiness checklists

Private AI readiness checklist

Record workflow owners, source access, processing locations, review requirements, and acceptance criteria. Download a copy for your team.

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AI automation readiness checklist

Check process stability, inputs, ownership, exception handling, and the effort required to operate the workflow.

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Choosing an approach

Private AI for smaller teams

Decide when a controlled deployment merits the operating effort, and where a simpler approach can be enough.

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Custom assistant or general AI tool?

Compare source grounding, access, flexibility, maintenance, and workflow integration before choosing a build.

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Data handling and workflow examples

Map sensitive data before using AI

Trace required fields, processing destinations, logs, and support access before introducing restricted records.

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Six workflow examples

Explore intake, support, document preparation, meeting actions, reporting, and approved knowledge retrieval.

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Local AI questions

Answers about infrastructure, permissions, evidence, cost, ownership, and support.

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Have a workflow in mind?

Tell us what it involves and which systems it uses.

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