Guide

How to prepare your company for AI

A practical, honest walkthrough for leaders, operators, and founders deciding where AI fits, what to audit first, and where human review must stay in the loop.

What AI readiness means

AI readiness is not a tool purchase. It is a decision framework: knowing what work AI can plausibly accelerate, what data it can touch, who reviews its output, and how you measure whether it actually helped.

A ready company can answer four questions in plain language: which workflows AI is allowed in, which data it is allowed to see, who signs off on its output, and how success is measured.

What to audit first

  • Decision workflows that already have a clear input, output, and reviewer
  • Repetitive content, summarization, translation, and triage tasks
  • Customer-facing surfaces where errors must be caught before they ship
  • Internal knowledge that is scattered across documents, threads, and tools

Data and privacy boundaries

Decide in writing what should never be sent to third-party AI tools: customer PII, regulated records, source code under restrictive licenses, unreleased financials, security material.

Tie those rules to the tools your team actually uses, not abstract policy documents.

Workflow opportunities

  • Drafting + human edit cycles (briefs, memos, replies)
  • Structured extraction (forms, invoices, transcripts)
  • Search and synthesis over your own knowledge
  • Routing and triage in support and ops

Human review gates

Every AI-assisted workflow that affects a customer, a payment, a contract, or a public claim needs a named human reviewer and a written approval step. Without that, AI mistakes ship as your mistakes.

Analytics and success measures

Track time saved, reviewer corrections, downstream rework, and customer outcomes — not raw token counts. If you cannot tell whether AI helped, you do not have AI readiness yet.

Where companies get AI wrong

  • Buying tools before deciding workflows
  • Letting AI write things no human reviews
  • Sending sensitive data to consumer-grade endpoints
  • Measuring activity instead of outcomes