The twelve stages

  1. 01

    Discover

    Know organization's purpose, programs, processes, systems, information, personnel and issues.

  2. 02

    Strategize

    Focus on opportunities for AI for value, feasibility, risk, readiness and resources.

  3. 03

    Design

    Define the user experience, data flows, AI architecture, permissions, workflows, escalation paths, and human review points.

  4. 04

    Build

    Build the AI application, assistant, analytics environment, automation, integration or data solution.

  5. 05

    Integrate

    Integrate connected systems, APIs, databases, documents, cloud services, and business applications.

  6. 06

    Deploy

    Transfer the solution to the production environment, under the right conditions and with proper testing and controls.

  7. 07

    Automate

    Automate approved repetitive tasks, while maintaining human approval as required.

  8. 08

    Monitor

    Monitor the performance of systems, data quality, AI outputs, usage, errors, and operational behavior.

  9. 09

    Secure

    Check security needs, such as access control, data handling, integrations, authentication, logging, and more.

  10. 10

    Govern

    Keep policies, documentation, model evaluations, access rules, risk controls and review procedures.

  11. 11

    Optimize

    Enhance workflows, prompts, retrieval, models, integrations, reporting and user experience in light of observed performance.

  12. 12

    Scale

    When the organization is ready, expand into other departments, programs, locations, data sources, assistants, workflows, and analytics capabilities.

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