A well-organized archive with a librarian who knows where everything is and cites the source.
Retrieval-augmented generation: before answering, the AI searches your documents and builds the answer from what it finds.
- When it helps
- When you have a lot of in-house documentation and people lose time looking for things.
- When it does not
- When the documentation is disorganized or out of date. The archive has to be put in order first.
A new employee with written instructions and a supervisor who checks the work.
An AI that does more than answer: it carries out steps. It searches, fills in, sends and records.
- When it helps
- For repetitive tasks with clear rules and a human checkpoint.
- When it does not
- When the task requires judgment nobody can write down, or when nobody will review the work.
The standard plug that lets one tool connect to another without adapters.
A protocol that lets AI assistants connect to your systems in an orderly way.
- When it helps
- When you want AI to read from or write to your tools without custom development for each one.
- When it does not
- When the real problem is that the data does not exist or was entered incorrectly.
The technician who comes to your home instead of selling you the appliance from a catalog.
Forward Deployed Engineer: someone who works inside the client's operation so the technology actually works.
- When it helps
- When the problem is not the tool, but how it fits the way you work.
- When it does not
- When the problem is small and a standard tool already solves it.
The plumbing: if it is badly designed, it just moves dirty water faster.
Making something happen on its own, without a person triggering it every time.
- When it helps
- For frequent tasks with clear rules and reliable data.
- When it does not
- When the process is not defined yet. Organize first, then automate.
The breaker panel: it decides what can flow and trips when something fails.
The rules on who uses AI, with which data, for what purpose and under what review.
- When it helps
- Whenever more than one person is using AI with company data.
- When it does not
- Never. It can fit on a single page, without bureaucracy.
The building's blueprints: without them, every repair starts from scratch.
The company's information, organized by department, process, policy and form.
- When it helps
- When knowledge lives in the heads of a few people, or walks out the door when someone leaves.
- When it does not
- When nobody will maintain it. An outdated knowledge base is worse than none at all.
The work order: the clearer it is, the better the job turns out.
The instruction you give the AI, with context, a goal and constraints.
- When it helps
- Always. A good prompt changes the result more than switching tools does.
- When it does not
- When it is used to paper over a poorly designed process.
The employee who would rather make something up than say "I don't know."
When the AI states something false with complete confidence.
- When it helps
- Never. But it can be kept in check with cited sources, human review and acceptance tests.
- When it does not
- It cannot be eliminated entirely. That is why every managed task has a checkpoint.
Sending someone on a specialist course: it does little good if they do not have the blueprints first.
Retraining a model on your own data so it behaves in a particular way.
- When it helps
- In specific cases, with many high-quality examples and a very particular need.
- When it does not
- For most small and mid-sized businesses: solid RAG and good prompts get there sooner and for less.