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Checklist

AI readiness checklist.

Before introducing AI, check whether the workflow already has clear ownership, reliable inputs, agreed escalation points and a measurable business outcome. If those conditions are missing, AI usually amplifies inconsistency rather than reducing effort.

2 min read

IndexAI readiness checklist

Use these questions on one workflow at a time, not on the whole business. A no is not a reason to stop. It shows what to fix first.

  • OwnershipIs there one person responsible for this workflow and its results?
  • InputsAre the documents and data going in reasonably consistent and easy to find?
  • RulesCould someone write down how a good result is produced, including the common exceptions?
  • EscalationIs it agreed when a person must step in, and who that person is?
  • OutcomeIs there a measure, such as turnaround time or rework, that you can compare before and after?
  • Access and privacyIs it clear which data the AI may use and who can see its outputs?

If most answers are yes, the workflow is a good candidate for an AI step. If several are no, start with the workflow itself. AI added to an inconsistent process usually amplifies the inconsistency.

RelatedBusiness AI Transformation

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