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Start with the business priority.
Choose a problem that matters to the team and the customer. Understand the current workflow, the information it depends on, and the decisions that require human judgment. That creates a useful basis for deciding whether AI belongs in the solution.
Four questions guide the work
Where is the opportunity?
Identify work where better access to knowledge, less repetitive effort, or more consistent preparation could make a useful difference.
What needs to change?
Define the workflow, responsibilities, information, and tools the team will need to use the new approach.
How will people adopt it?
Build time for learning, feedback, and human review. Give the work an owner and agree how the team will evaluate progress.
How will it be managed?
Set practical boundaries for information use, review, and escalation. Make the expectations clear enough for people to follow in daily work.
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