No two businesses need exactly the same system, so no two implementations are scoped in exactly the same way. If you are thinking about AI automation, these are the factors that typically shape the work.
- The number of AI services you want.
- The overall complexity of the system.
- The number of integrations required.
- How much business knowledge needs to be processed.
- Any custom workflows.
- CRM integration.
- The communication channels you use.
- Website integration.
- Call automation.
- Document processing.
- Testing requirements.
- Deployment requirements.
Start with the repetitive work
The most useful starting point is usually the repetitive communication, lead management or document work your team does every day. That is what business discovery is for: understanding the business, identifying which services are relevant and choosing the right reusable base before any configuration begins.
You do not have to take all ten services. Each client selects only the services they need, and can receive a proposal based on the complexity of their required system.
- Scoping
- Planning
- Implementation