AI best practices for business

Before you start

• Pick one workflow with clear value, not ten.
• Capture a baseline: how long it takes today and how often.
• Name an owner who decides.

Designing the workflow

• Redesign the process before automating it.
• Write down what the AI may do on its own, and what needs a person.
• Give every customer a way to reach a person.

Data and knowledge

• Use approved sources only, with clear titles and one topic each.
• Keep sources current, and remove what is out of date.
• Give each person and tool the least access it needs.

Running it

• Review AI replies and approvals regularly.
• Set a monthly AI spend limit.
• Train your team to check and improve the AI.
• Measure against the baseline, then decide what to expand.

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