Choose the problem before the platform.

Start with a decision you can explain

Before comparing tools, describe the work you want to improve. Who does it? What makes it difficult? What would a better outcome look like? A useful starting point is a recurring task with a clear owner and a result that can be reviewed.

Write a one-page opportunity brief

Use these questions to turn an attractive idea into a testable proposal.

• The work: Which task or decision are we improving, and for whom?
• The baseline: How much effort does it take today, and where does quality vary?
• The evidence: Which information is needed, and are we permitted to use it?
• The owner: Who will judge the result and take responsibility for the workflow?
• The boundary: What should the system never decide or do on its own?
• The success measure: What improvement would justify the cost and ongoing effort?

Compare opportunities on the same terms

Consider value, feasibility, and consequences together. A high-volume task is not automatically a good first project. It may depend on inaccessible data, involve sensitive decisions, or require a level of reliability that has not yet been demonstrated.

Make the first commitment small enough to learn

Agree the scope of a pilot, the people involved, and the evidence needed to continue. Include the option to stop. A useful pilot should leave you with a better decision, even when the answer is not to scale.