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The AI Implementation Process I Use With Every Client

The AI Implementation Process I Use With Every Client Most AI projects do not fail at the model. They fail in the six weeks before anyone writes a prompt, and in the six weeks after the demo lands in a Slack channel and nobody knows who owns it. I have run enough of these now (from one-off automations to multi-agent content systems running unattended) that the process has converged into something stable. This is the version I actually use. It has five phases: scoping, POC, integration, evaluation, operations. Each phase has an exit criterion. If we cannot meet the exit criterion, we do not move forward. That single rule has saved more projects than any clever architecture choice. Phase 1: Scoping (1 to 2 weeks, fixed price) Scoping ends with a written document that names the workflow being automated, the system of record it touches, the success metric in hours or dollars, the data we have access to, and the smallest possible first slice. No model is chosen yet. No code is written. If we cannot produce that document, the engagement stops here and the client keeps the document. The hardest part of scoping is resisting the urge to solve the interesting problem. Clients almost always describe the AI-shaped fantasy ("an agent that handles all support tickets") when the real opportunity is narrower and uglier ("triage tier-1 tickets that mention billing, route to the right queue, draft a reply for human approval"). The narrower version ships. The fantasy does not. I run scoping as three sessions: Workflow walkthrough. Someone who actually does the work shows me their screen for an hour. I record it. I take timestamps. The point is to find the moments where a human is doing pattern matching that an LLM can do, and to find the moments where they are doing judgment that an LLM should not do. Data audit. Where does the input live? Where does the output need to go? What is the auth story? If the data is locked inside a SaaS product with no API and no export, that is the projec

2026-06-29 原文 →