If you’re here, you might not want a full long narrative. We get it – you want the goods. Here you go!
Deploying a phased AI operating plan allows you to quickly target high leverage, measurable wins. Let’s get you started:
1. Automate the obvious
Every organization has repetitive tasks that drain time and attention. Start there.
– Use AI agents and workflow automation to eliminate repetitive manual tasks like inventory sync in retail, claims intake in healthcare, and invoice matching in finance.
– Prioritize processes with high volume, high error rates, and clear rules.
2. Cut maintenance with predictive insight
Legacy systems generate signals long before something breaks.
– Apply AI for predictive maintenance of legacy systems to flag anomalies before failure, reduce downtime, and optimize patching windows.
3. Integrate to accelerate
Once core processes are running smoothly, accelerate by connecting key systems.
– Stitch together EHR & CRM in healthcare, ERP & CRM & HR in manufacturing, and POS & Inventory in retail for seamless data flow and faster onboarding, planning, and fulfillment.
– Use event driven architectures and AI assisted mapping to reduce custom glue code.
4. Embed compliance & security
Build security and compliance into your operations as you go – don’t bolt on later.
– Add AI monitoring to detect unusual patterns, enforce data handling rules, and maintain continuous audit trails—critical in finance and government.
5. Productize SaaS integrations
If you’re growing quickly, cross-app workflows can become chaotic as volume rises.
– Package common cross application flows (e.g., lead → order → invoice → support) with AI for routing, deduping, and enrichment so scale doesn’t create chaos.
6. Balance speed with governance
Momentum is good, but sustainability matters just as much.
– Stand up data governance early: role-based access, data lineage, retention policies, and human in the loop checkpoints.
– Track outcomes with a small KPI set: cycle time, error rate, throughput, maintenance cost, time to market, and compliance findings.
Progress with AI Ops doesn’t require a massive transformation on day one. A phased plan gives you clear wins, manageable scope, and confidence to expand. Start small. Build smart. Iterate with purpose. And we’ll dare to say it: Have fun!
