A business-first framework for finding your most valuable AI opportunities.
Start with a problem worth solving
The best starting point is not a model or a tool. It is a recurring business problem with a clear owner and an outcome you can measure. Look for work that is frequent, information-heavy and slowed down by manual steps.
Make the opportunity specific
Document the current workflow, the information it needs and the decisions people make. Ask what a better experience would look like for the team and the customer. Then identify which steps AI could support and which must remain human-led.
Prioritise value and feasibility together
A useful shortlist balances likely value, data readiness, implementation effort and risk. A small, well-defined opportunity with reliable information is often a better first project than a broad transformation with unclear boundaries.
Build a pilot with a measurable outcome
Agree on success before building. This could mean reducing time spent finding information or improving consistency in lead qualification. Test with representative examples, review the failures and only scale when the evidence supports it.
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