1. Is the workflow standard or business-specific?
Standard tasks can often start with packaged tools. Business-specific commitments, exceptions and escalations usually need design before automation.
Resource guide
Use this guide to choose between packaged AI software, custom AI development, workflow integration, or keeping a process human-led until the operating case is clearer.
| Buying situation | Likely better first move | Why |
|---|---|---|
| Common task with low process variation, such as meeting notes, internal search or simple drafting. | Off-the-shelf AI tool | Speed matters more than bespoke control if data boundaries and permissions are acceptable. |
| Lead capture, follow-up, CRM updates or reporting already span several systems. | Integration-led automation | The value is often in handoff, ownership and evidence—not a new model. |
| Business-specific judgement, customer commitments, regulated data or operational risk is involved. | Custom AI solution with controls | The workflow needs explicit data boundaries, approval gates, logs, fallback and named owners. |
| The team cannot define the workflow, owner, decision rule or acceptance condition. | Process redesign before AI | Automation may accelerate confusion unless the operating model is clarified first. |
Standard tasks can often start with packaged tools. Business-specific commitments, exceptions and escalations usually need design before automation.
If the answer spans CRM, inboxes, WhatsApp, spreadsheets, tickets and cloud systems, integration quality may matter more than model choice.
Separate drafting, recommending, routing and executing. Customer-facing, financial, medical, legal, compliance or security-sensitive actions need human gates.
Define acceptance tests, owner dashboard fields, exception logs, rollback steps and review cadence before scaling any tool or custom build.
AICS starts with the workflow and operating evidence: source systems, data permissions, handoff gaps, owner accountability, risk boundaries, measurable acceptance conditions and whether the tool should assist, automate, integrate or stay human-led.
This guide supports Enterprise AI Systems & Agents, Workflow Automation Services, AI Automation Pilot Acceptance Scorecard and the AI Pilot Proof-of-Value Scorecard.