Start with a process, not a tool
Don't begin with "we need AI." Begin with a specific, repetitive, costly task — answering the same support questions, sorting documents, drafting first-pass copy, flagging risky transactions. AI is good at narrow, repeated jobs. Pick one where success is measurable and failure is cheap.
Buy, build, or integrate?
For common needs, an off-the-shelf tool is fastest and cheapest. For something specific to your data and workflow, you integrate AI into systems you already run. Building a model from scratch is rarely the right first step. Most real value comes from integration — connecting AI to your data and tools — not from novel models.
Get the data ready first
AI is only as good as the data it can reach. Before any rollout, know where your data lives, whether it's clean, and who's allowed to see it. Most failed AI projects fail here, not at the model. A partner who leads with data readiness is usually the honest one.
Measure, then expand
Run the first use case, measure the time or money saved, and only then expand. A small proven win builds the case and the trust for bigger ones — far better than a sweeping "AI transformation" that stalls.