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Notes from the work

AI tools are getting better. What does your business do with them?

Your team can try a new AI tool in an afternoon. Getting it to help with a real piece of work is harder.

Someone has to decide what information it should use, whether it can be trusted with that information, who checks the result, and what happens when a case does not fit. The tool may be impressive in a demonstration and still leave the team wondering how it fits into Monday morning.

That work matters because the tools are not standing still. Models are improving, but so are the features around them: the applications people use to interact with AI, the connections to existing systems, and the ways teams can manage access and review results. A capability that needed a specialist last year may arrive as a standard feature in software you already own.

Using those capabilities is becoming part of keeping up. The opportunity is to combine them with something your competitors and the software vendors do not automatically have: a current understanding of how your business actually works.

The work behind adoption

Many companies are still figuring out where AI belongs. Some people are experimenting. Others are waiting for a clear use case, a workable policy, or help getting the tool the information it needs.

I do not think the answer is to ask everyone to use AI more and hope the value appears. Pick a piece of recurring work and follow it from beginning to end. What starts it? What information does the person need? Where does it move next? What needs review? Where do unusual cases end up?

Then check the current tools. They may already handle more than anyone realized. An AI feature might help prepare a summary, find a relevant document, or draft an answer. A conventional rule or a built-in workflow might be better for another step. The team still needs a way to check the result and deal with exceptions.

That is adoption in practice: not a login or a training session, but a useful change in how the work gets done.

The experience your business produces

Consider a construction company handling a change to a project. A customer asks for something different. The team works out what the change means for the design, schedule, and cost. Someone needs to approve it, the right people need the current information, and accounting may need to follow through.

A completed change order is one part of the record. Around it are questions, decisions, corrections, and handoffs. If those are scattered across email, documents, and a project system, the team may have to reconstruct the story each time a question comes up.

Imagine connecting the relevant records so the people doing the work can see the history, identify what is still missing, and review a proposed next step. We could then look at where cases wait, what reviewers correct, and which exceptions need attention. That is an illustrative example, not a claim that a particular product cannot already handle any of it. The first step is to find out what the existing systems provide.

The data is not valuable simply because there is a lot of it. It becomes useful when it helps answer a question, improves a decision, or gives us a way to check whether a change actually worked. The company also needs to decide who can access it, what should be retained, and how it may be used.

An advantage that keeps moving

Suppose we find a useful gap and build a way to address it. For a while, that capability may be specific to your business. Then a software vendor releases a feature that handles much of the same work. That is not a failure. It can be an opportunity to replace something custom with something easier to maintain.

Then there is the next problem. Your team encounters new situations and makes new decisions. Customer needs and processes change. A general-purpose tool does not automatically know what happened in your business last week just because the tool got better.

The lasting advantage is not necessarily the first workflow we build. It is being able to spot the next opportunity, bring the right context to it, try an improvement, and see whether it helped. Some improvements may last. Others will be overtaken by better standard features. Either way, the business has learned something it can use.

Start with one process

The tools that make this possible are becoming accessible to smaller teams. Work that once needed substantial data and machine-learning resources can now be explored with a much smaller group. That does not make the decisions automatic. Someone still has to understand the process, judge the evidence, and decide whether the result is useful.

I start with a recurring process and real examples. We look at what the existing tools do, make a practical improvement, and agree how to evaluate it. As the team uses it, we can decide what experience is worth capturing and where to apply what we learn next.

The goal is not to build everything yourself. It is to take advantage of the tools as they improve and make sure they can benefit from what your business learns along the way.

Read the three-part series

  1. Better AI tools do not help until your team uses them
  2. Your business produces more than the finished work
  3. The advantage is being able to keep improving