The AI Implementation Process I Use With Every Client
Most AI projects do not fail at the model. They fail in the six weeks before anyone writes a prompt, and in the six weeks after the demo lands in a Slack channel and nobody knows who owns it. I have run enough of these now (from one-off automations to multi-agent content systems running unattended) that the process has converged into something stable. This is the version I actually use.
It has five phases: scoping, POC, integration, evaluation, operations. Each phase has an exit criterion. If we cannot meet the exit criterion, we do not move forward. That single rule has saved more projects than any clever architecture choice.
Phase 1: Scoping (1 to 2 weeks, fixed price)
Scoping ends with a written document that names the workflow being automated, the system of record it touches, the success metric in hours or dollars, the data we have access to, and the smallest possible first slice. No model is chosen yet. No code is written. If we cannot produce that document, the engagement stops here and the client keeps the document.
