01
Start with the workflow
AI is most useful when it improves a real workflow: finding knowledge, summarising documents, classifying requests, routing work, drafting responses, or helping teams make better decisions faster.
The first question is not which model to use. The first question is where judgement, data, latency, security, and human review fit into the existing process.
02
Choose the right level of automation
Not every AI feature should take action on its own. Some should recommend, some should draft, some should classify, and only mature low-risk workflows should run without review.
A useful design exercise is to mark each workflow step as human-led, AI-assisted, AI-proposed, or AI-executed. That language makes risk visible before engineers start building.
03
Design for control
Business AI needs boundaries. That includes data access rules, audit trails, review points, fallback behaviour, and clarity about which decisions stay with people.
This is especially important in financial-services environments where reliability, governance, and explainability are part of the value of the system.
04
Measure production behaviour
A demo can look impressive while failing in real use. Production AI work needs evaluation, logging, monitoring, user feedback, and a plan for improving prompts, retrieval quality, and workflow outcomes over time.
The strongest AI systems become better through disciplined software engineering: test cases, release notes, monitoring, and a clear owner for what happens after launch.