Tasks
- Can you name three tasks where your team works with words, numbers or documents all day?
- Do you know how long each takes and how often it happens?
- Is there a written way the work should be done?
Data and people
- Do you know which customer or staff data would be involved?
- Do you have a rule for what staff may paste into an AI tool?
- Do you know what each tool does with the data you give it?
- Is someone responsible for checking the output?
Pilot and budget
- Can you start with one low-risk task?
- Have you agreed how you will measure success?
- Can you stop the pilot at no cost if it does not work?
Count your yes answers. As a rough guide: eight or more means you can pilot now, five to seven means close the gaps first, and fewer than five means start with the task list and the data rules, not with a tool.