Process improvement
Fix the steps before adding software.
Recommended, with documented reasonsKnow what to automate, what to improve first and what not to build yet.
An AI assessment should turn a broad ambition into a defensible next step. MTI Tech's proposed standalone assessment reviews the workflow, available information, dependencies and success criteria for a focused opportunity. An audit package is already described on our AI Automation page; a separate engagement makes its decision output clearer.
Identify the repeated task, the people involved and the consequence of delay or error. Describe the current process before choosing an AI tool.
Where no meaningful problem can be defined, a new implementation may not be the appropriate next step.
Rate each dimension for the workflow you have in mind. This quick self-check only illustrates how the assessment reasons; it is not the assessment itself.
Is the required material available, usable and permitted for the proposed purpose?
Are the steps, rules and completion criteria documented?
Can the necessary information be accessed and can approved results reach the destination?
Who owns the workflow, checks exceptions and approves changes?
Does the likely benefit justify implementation, human review, vendor usage and support?
Some dimensions are only partly in place. Address them before committing to a build.
Consider process improvement, managed human support, ordinary automation and AI-assisted implementation. Document why the recommended approach fits better than the alternatives.
Fix the steps before adding software.
Recommended, with documented reasonsTrained people handle the work with clear procedures.
Recommended, with documented reasonsRules and direct connections, no model needed.
Recommended, with documented reasonsAI where interpretation adds value, with review.
Recommended, with documented reasonsPostpone AIA credible assessment can recommend postponing AI when the prerequisites are missing.
It should state whether to proceed, resolve prerequisites or stop, along with the reasoning and the responsible owners.
No. A process owner, a systems list and an explanation of the problem are a useful starting point.
No. The conclusion may be to use a simpler method or improve the process first.
No. Financial assumptions should be visible and separated from measured results. The pilot can test them.
Describe the workflow you are considering and the uncertainty holding the project back.