Use this checklist before starting an AI implementation project. It keeps the first scope concrete and makes the discovery call more useful.
Process fit
- The process happens often enough to matter.
- The output can be judged by a human.
- The current pain is visible in time, error rate, review effort, or reporting gaps.
Inputs
- You can share real examples: documents, emails, forms, records, or requests.
- The examples include normal cases and edge cases.
- Someone on the team can explain what a good result looks like.