The twelve stages
- 01
Discover
Know organization's purpose, programs, processes, systems, information, personnel and issues.
- 02
Strategize
Focus on opportunities for AI for value, feasibility, risk, readiness and resources.
- 03
Design
Define the user experience, data flows, AI architecture, permissions, workflows, escalation paths, and human review points.
- 04
Build
Build the AI application, assistant, analytics environment, automation, integration or data solution.
- 05
Integrate
Integrate connected systems, APIs, databases, documents, cloud services, and business applications.
- 06
Deploy
Transfer the solution to the production environment, under the right conditions and with proper testing and controls.
- 07
Automate
Automate approved repetitive tasks, while maintaining human approval as required.
- 08
Monitor
Monitor the performance of systems, data quality, AI outputs, usage, errors, and operational behavior.
- 09
Secure
Check security needs, such as access control, data handling, integrations, authentication, logging, and more.
- 10
Govern
Keep policies, documentation, model evaluations, access rules, risk controls and review procedures.
- 11
Optimize
Enhance workflows, prompts, retrieval, models, integrations, reporting and user experience in light of observed performance.
- 12
Scale
When the organization is ready, expand into other departments, programs, locations, data sources, assistants, workflows, and analytics capabilities.




