First, give conclusions that can be used for decision-making
If the original system already has stable users, privileges, master data and processes, only a lack of understanding of documents, generation of content, supporting analysis or cross-system operations, and priority is given to adding AI functions through API, messages or embedded modules. If the target mission requires a new user journey, complex manual teamwork, cross-system status and independent operational configuration, it may be necessary to build an AI business desk.
What conditions need to be identified before judgement is made?
The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.
Suggested order of advance
First, we'll be clear about the target and the border.
The painting shows a task process with the target user.
Validation Key Dependence
Indicates the number of accounts, data, functions and interfaces that the original system could reuse.
Development of assessable outcomes
Compare modules embedded, independent AI services and new workstation routes.
Make sure you decide the next step with the real results.
Use a real closed loop to verify and expand the scope.
How do you understand it in the actual business?
When CRM has managed its clients and business opportunities, it can increase sales to Copilot to read the authorization records, generate follow-up recommendations and write back sales confirmations. If an enterprise needs to link mail, bid information, quotations, contracts and delivery plans into cross-sectoral processes, it can build an independent AI business desk and connect to CRM, ERP.
The easiest pit to step on.
Because the AI concept is re-establishing a basic management system that already exists.
Two-way writing without clear data attribution and conflict rules
Only the first development costs are assessed, while the responsibility for long-term interfaces and upgrades is ignored
How should we end up receiving and confirming?
The route evaluation is to be delivered to the target process, system boundaries, data ownership, interface lists, privileges, anomalies and budgets.
When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.