Applications

AI Assessment: Key steps to kickstart your project

How to successfully deploy an AI agent in your company? Discover Craft.ai's 4-step method to audit your data and boost your productivity.

⚡️ TLDR

To ensure a return on investment (ROI) for an AI agent and avoid the "gimmick" project trap, an initial AI diagnostic is essential before any technical development.

  • The key challenge: Aligning technology with real-world operations to ensure the AI agent addresses genuine business needs and relies on reliable data.
  • The 4-step Craft AI method:
    1. Strategic vision: Identify business objectives and major pain points.
    2. Operational opportunities: Map time-consuming tasks by department (HR, Finance, CRM, etc.).
    3. Data audit: Validate the accessibility, reliability, and compliance of your databases (CRM, ERP).
    4. ROI roadmap: Prioritize a selection of 3 to 5 high-impact AI projects.
  • The technical prerequisite: Data quality is the true fuel for AI; without a prior audit, the tool risks using erroneous information.
  • Taking action: Assess your digital maturity with a quick 10-question diagnostic before launching implementation.

Integrating an AI agent to automate time-consuming tasks for your teams is a major growth lever. But with the boom in corporate artificial intelligence in France, where should you start to ensure your project's success?

Without a precise analysis of your current setup, you risk developing a powerful tool... but one based on poor data or disconnected from the reality on the ground. To avoid the "gadget" project trap and ensure a real ROI (return on investment), conducting an AI diagnostic is an essential step.

Our experts share our 4-step "Craft AI method" here to audit your potential, identify your best use cases, and design the AI agent that will tangibly boost your productivity.

Step 1: Align your strategic vision

Before talking about technology and algorithms, we must talk about the "business." This first step involves taking stock of your business objectives and your current ecosystem. In what environment will the AI agent be integrated? What are the major pain points to resolve?

The Craft.ai approach: Our teams help you design a clear evaluation framework, shared by all stakeholders and perfectly adapted to your strategic challenges.

Step 2: Uncover opportunities in the field

For an artificial intelligence solution to be adopted, it must address a real operational need. That is why it is essential to meet with your internal teams to understand their daily routines and identify low-value tasks where AI can make a difference! 

The Craft.ai approach: At the end of this phase, you will have a catalog of qualified AI opportunities and a precise map of needs by department (Finance, HR, Sales, Customer Service, etc.). 

Step 3: Evaluate the quality and strength of your data 

As mentioned earlier, data is the fuel for AI, so it is essential to evaluate the quality of your data before feeding it into your AI. 

Because high-performing AI relies on quality data, our experts examine the accessibility and reliability of your current sources (CRM, ERP, business tools).

The support Craft.ai : We examine the accessibility, reliability, and compliance of your data. This analysis helps validate the technical feasibility of the project and ensures a smooth transition from design to operational deployment.

Step 4: Design your roadmap to ROI

Once needs have been identified and data validated, it is time to prioritize. The mistake would be trying to do everything at once.

Our team helps you identify a selection of 3 to 5 priority AI projects and a clear roadmap to launch your initiatives.

Once these 4 steps are complete and your AI agent's functions are identified, you are ready to move on to the technical phase!

Why not take the first step today?

Assess your company's maturity and discover your opportunities in just a few minutes: Run your AI diagnostic in 10 simple questions and get in touch with our teams to launch your AI agent using the Craft method!