How to choose the first AI project in an SME

How to choose the first AI project in an SME

A first useful AI project starts with concrete work, not the name of a tool. Who carries out the activity? What information does it use? What makes it difficult to complete? What decision does a person have to make? Answering these questions allows you to compare AI with simpler alternatives and even decide not to adopt it.

A six-step guide

  1. List observable activities. Start with recurring requests, searching for information or preparing documents. Describe the activity, the users and the problem, avoiding objectives such as "innovate the company", which do not indicate what to check.
  2. Choose a small perimeter. A category of documents and an authorized group are easier to evaluate than an assistant who should answer every question. If the error can produce important consequences, initially exclude automatic actions.
  3. Check data and responsibilities. Identify source owner, update, authorizations and process contact. If these elements are missing, the initial task may be to organize the documents.
  4. Compare the alternatives. Traditional search, document templates, software rules or already available tools can solve the problem. AI is a possibility to be compared, not a conclusion already made.
  5. Define the test before the tool. Write down questions, documents allowed, expected answers and cases in which it is correct not to answer. Determine who checks and how to log errors.
  6. Agree on the decision criterion. Clarify what evidence will allow you to continue, change settings or stop. The trial is not a commitment to develop or purchase.

Practical example: finding an internal procedure

Let's imagine a studio that keeps work instructions in different folders. This scenario is entirely hypothetical: it does not describe a Tredipi customer or results. The initial question is "How to find the updated procedure without consulting documents that the user is not authorized to see?". It's not yet "Which chatbot to buy?".

The process contact prepares an inventory: name of the procedure, version, responsible, revision date and authorized group. Missing or contradictory documents remain outside the evidence. We work first with synthetic documents or with expressly permitted material; the company archive is not uploaded to a service chosen for convenience.

An initial card could look like this:

ElementHypotheses to be verified
ActivitiesSearch for a procedure and indicate the updated source.
UsersAn authorized internal group, to be identified.
AlternativesOrganized folder, traditional search, configured product or AI integration.
Error to avoidAn unanswered response or an unauthorized document.
Human controlCompare the response with the original procedure before use.
Stop conditionConflicting sources, incorrect access or inability to control the outcome.

For a first test, the group could propose a sample of frequently asked questions, ambiguous cases and out-of-bounds requests. The number must be agreed on the actual work: a convenient but non-representative sample can give a false impression of usefulness. The same questions are addressed with the current solution and the selected alternatives.

What to measure

The search time is only an indicator. Correctness of reference, need for correction and compliance with authorizations are also needed. A quick but unverifiable response does not constitute an improvement.

Proposed indicatorHow to collect the baselineWhat to compare
Search timeMeasure activity with current tools on the shared sample.The same activity and the same type of questions.
Correctness of the sourceRecord version and reference of the expected procedure.Presence and relevance of the feedback provided.
Human interventionWrite down checks, corrections, and requests to forward to a colleague.The overall work, not just the generation time.
AccessPrepare users and documents with distinct permissions.That a request does not exceed the authorized perimeter.

We do not assign savings, accuracy rates, or financial returns to this example. Baselines and thresholds require data, a method and a manager in the actual context.

When to wait is the useful choice

If no one has the sources, if permissions are uncertain, or if the benefit is indistinguishable from that of traditional research, it makes sense to prepare the process before investing in AI. The decision to wait should indicate the activity, responsible party and condition of review, avoiding an indefinite postponement.

The NIST AI RMF connects context, measurement, and risk management; the related Playbook presents voluntary actions to be chosen based on use. The sheet and example in this article are original editorial proposals, not an official checklist or certification.

The next step

TheAI Opportunity Assessment helps to relate problem, data, alternatives and decision criteria. You can see the demonstrative facsimile or request an initial discussion. Se hai già un percorso avviato, il Trusted AI Advisor it concerns the continuous comparison of choices.

Sources verified

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