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THREE WAYS TO START

A business question leads the work.

Six engagements share a connected foundation. Start with the question, then choose the work that helps resolve it.

01 · ESTABLISH

What AI is in use?

Agree the systems, owners, boundaries and first review priorities with business, technology and risk teams.

NEXT DECISIONWhich systems or agent workflows should enter the first review?
A scoped AI registry
EXAMPLE OPERATIONS GROUPSAMPLE WORK PRODUCT

AI system registry

IN SCOPECase update assistantDraft internal case updates for staff review
Accountable owner
Operations lead
Tool permissions
Read case records and prepare drafts
Review priority
Confirm approval before external sending
Source → human observation → named follow-up
Explore the registry engagement
02 · REVIEW

What supports the decision?

Read supplier and internal sources together. Keep dated evidence, changed passages and open questions visible.

NEXT DECISIONWhat must be resolved, accepted or escalated before the decision?
A source-backed review pack
EXAMPLE OPERATIONS GROUPSAMPLE WORK PRODUCT

Agent permission review

Proposed accessReviewed scope
HUMAN APPROVALExternal messages require a staff member’s approval.

Check the policy, configured permissions and test evidence.
Can the assistant act beyond its approved scope?

Source → human observation → named follow-up
Explore the review engagement
03 · ACT

What needs a person now?

Discuss material observations with accountable people, then record a next action for a reviewer or leadership group.

NEXT DECISIONWho will decide, under what conditions, and when will the record be revisited?
An action and decision record
EXAMPLE OPERATIONS GROUPSAMPLE WORK PRODUCT

Rollout action register

Open
Action
Confirm sending permissions
Accountable owner
Operations lead
Review partner
Security reviewer
Before rollout
Test the approval and escalation path
Source → human observation → named follow-up
Explore the oversight engagement

These sample excerpts illustrate possible work products. Engagement scope and outputs are agreed together; judgments remain with accountable reviewers.

HUMAN-LED ASSESSMENT

Agree the question.
Define the first review.

An assessment begins with a conversation about your business question, available sources and responsible people. Scope, source handling, timing, fee and outputs are agreed before work begins.

Explore the assessment approach Request a walkthrough

PAID AI USE-CASE READINESS ASSESSMENT

Bring one use case. Prepare the next decision.

A paid, human-led review of one AI workflow: what supports the next step, what must close first and who is accountable. Receive a documented recommendation and action plan, with an optional platform handover.

The preparation materials are free. Assessment scope, timing, fee and any platform subscription are agreed separately.