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Where to start with AI: a department-by-department playbook

Pick the first project in each department, know what you need ready, and judge the result against your own numbers.

  • For SMB
  • 15 pages
  • PDF
Format
A 15-page PDF, written to be filled in.
Cost
Free. Sent to your work email.

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What is inside

15 pages, in 6 parts.

Read the two opening parts, then go straight to your own department.

  1. The re-keying tax: what you are really looking forp. 3The hidden cost of retyping, re-checking and re-chasing data between tools.
  2. Five tests for a good first projectp. 4Frequency, existing information, one owner, recoverable mistakes, measurable.
  3. Six department chaptersp. 5 to 10Finance, HR, Sales, Operations, Procurement and Customer Service: where the time goes, a good first project, what to have ready, what done looks like.
  4. Keep control from day onep. 11Approve then act, review queues, role-based access and a named owner.
  5. Measure it with your own numbersp. 12A baseline before you start, and a count after the first month.
  6. Worksheet: choose your first projectp. 13 to 14List five jobs, score them, pick one, name the owner.

Preview

A look at three pages.

The pages are cropped here. The PDF has the full text.

Five tests for a good first project · p. 4
Finance and Accounts · p. 5
Worksheet: choose your first project · p. 13

Who this is for

Written for two kinds of reader.

Small and growing business

Quick start, plain outcomes

Owners and managers of growing companies who want to fix one painful thing this quarter, without an IT project.

Enterprise and semi-government

Governed, in the Kingdom

Department heads in larger organisations choosing a first, contained project before a wider programme.

Related product

The product behind the guide.

AI agent

Digital Pro

Reads invoices, receipts and handwriting. Your team checks, not retypes.

See Digital Pro

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