
A Practical Roadmap for Your First AI and Automation Pilot
Many small and mid-sized business leaders feel pressure to “do something with AI” but lack a clear path forward. This post offers a plain-language roadmap for launching a focused AI and automation pilot, from clarifying business outcomes to choosing a few high-impact workflows, preparing your data and systems, rolling out in phases, and deciding what to scale. Along the way, we share simple examples like meeting intelligence, client health monitoring, finance automation, and IT digests—plus how we package patterns like these as AI powered automation accelerators you can browse online.


