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𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝗶𝗻𝗴 𝗔𝗜 𝗙𝗼𝗿 𝗟𝗲𝗴𝗮𝗰𝘆 𝗦𝘆𝘀𝘁𝗲𝗺𝘀Learn how to connect modern AI models to decades-old insurance core systems without ri...
19/10/2026

𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝗶𝗻𝗴 𝗔𝗜 𝗙𝗼𝗿 𝗟𝗲𝗴𝗮𝗰𝘆 𝗦𝘆𝘀𝘁𝗲𝗺𝘀
Learn how to connect modern AI models to decades-old insurance core systems without risking data integrity or operational downtime.
Most insurance AI pilots fail to scale, not because the models are flawed, but because they crash against 20-year-old policy administration systems. You cannot plug a generative AI engine into a monolithic mainframe and expect real-time underwriting.

Here are five architectural strategies to bridge the deployment gap:

✅ 𝗧𝗵𝗲 𝗔𝗯𝘀𝘁𝗿𝗮𝗰𝘁𝗶𝗼𝗻 𝗟𝗮𝘆𝗲𝗿 𝗡𝗲𝗰𝗲𝘀𝘀𝗶𝘁𝘆. Do not rip and replace your core system immediately. Build a governed API abstraction layer (middleware) that translates modern JSON payloads into the rigid schemas your legacy system requires. This decouples AI development from core system constraints, allowing data science teams to iterate rapidly without waiting on mainframe release cycles.
✅ 𝗗𝗮𝘁𝗮 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝘀 𝗢𝘃𝗲𝗿 𝗗𝗮𝘁𝗮 𝗟𝗮𝗸𝗲𝘀. AI models fail silently when the underlying legacy data shifts unexpectedly. Implement strict "data contracts" between your legacy databases and your AI pipelines. If a legacy field changes type or format, the pipeline breaks gracefully and alerts engineering rather than feeding garbage data to the model.
✅ 𝗧𝗵𝗲 𝗦𝘁𝗿𝗮𝗻𝗴𝗹𝗲𝗿 𝗙𝗶𝗴 𝗣𝗮𝘁𝘁𝗲𝗿𝗻. Adopt the strangler fig architectural pattern. Identify one high-value AI use case (like claims triage) and build a new microservice around that specific function. Gradually route traffic to the new service, slowly replacing the legacy system over time without a risky big-bang migration.
✅ 𝗟𝗮𝘁𝗲𝗻𝗰𝘆 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴. Legacy systems often rely on batch processing cycles. Real-time AI requires sub-second latency. Map the exact latency of your legacy read/write operations and design your AI workflows to cache data or use event-driven triggers rather than synchronous polling.
✅ 𝗦𝗵𝗮𝗱𝗼𝘄 𝗠𝗼𝗱𝗲 𝗗𝗲𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁. Before letting an AI model make actual policy adjustments or claims decisions, run it in "shadow mode." Let it process live legacy data and output decisions to a separate log. Compare these outputs against human underwriters for 90 days to validate accuracy without touching production environments.

This approach works because it respects the reality of technical debt. A complete core system replacement takes 3 to 5 years and carries massive failure risk. Abstraction allows you to capture AI value now. However, it introduces architectural complexity. You must invest heavily in observability to monitor the health of the abstraction layer, otherwise, you simply create a new type of legacy system.

AI in insurance is not just about better algorithms; it is about building the plumbing that allows those algorithms to survive in a highly regulated, legacy-heavy environment.

𝗥𝘂𝗻𝘁𝗶𝗺𝗲 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗳𝗼𝗿 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀How IT leaders can secure autonomous agentic workflows through identity-bound controls a...
16/10/2026

𝗥𝘂𝗻𝘁𝗶𝗺𝗲 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗳𝗼𝗿 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀
How IT leaders can secure autonomous agentic workflows through identity-bound controls and continuous monitoring without stifling innovation.

Traditional shadow IT policies are failing against a new reality: autonomous AI agents built by employees. Unlike a static, unauthorized SaaS application, an AI agent acts, chains tools together, and accesses dynamic data on its own. Pre-deployment approval gates cannot secure a system that makes independent decisions.

To scale innovation safely, IT and security leaders must shift from static perimeter defense to continuous runtime governance.

Here is how to architect that shift:

✅ 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗔𝗴𝗲𝗻𝘁 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆: You cannot govern what you cannot see. Deploy AI Trust, Risk, and Security Management (AI TRiSM) tools to continuously discover, catalog, and categorize agents across both sanctioned and shadow environments. Manual inventory spreadsheets will collapse under agent sprawl.
✅ 𝗕𝗶𝗻𝗱 𝗔𝗴𝗲𝗻𝘁𝘀 𝘁𝗼 𝗜𝗱𝗲𝗻𝘁𝗶𝘁𝗶𝗲𝘀: Agents need verifiable identities, not just shared API keys. Tie every agent to a specific human owner and enforce a strict, least-privilege permission model. If an agent only needs to read a database, it must not have write access, regardless of the builder’s seniority.
✅ 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝗥𝘂𝗻𝘁𝗶𝗺𝗲 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝘀: Pre-deployment security reviews are insufficient for autonomous systems. Establish runtime monitoring that observes live agent actions. If an agent suddenly attempts to query an HR database it has never accessed before, the system should flag the anomaly and trigger an automatic kill switch.
✅ 𝗦𝗰𝗼𝗽𝗲 𝘁𝗵𝗲 𝗗𝗮𝘁𝗮, 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 𝘁𝗵𝗲 𝗧𝗼𝗼𝗹: Govern the information the agent touches. Apply data masking, residency requirements, and strict access controls at the data layer to prevent accidental oversharing or leakage to external models.
✅ 𝗕𝘂𝗶𝗹𝗱 𝗦𝗮𝗻𝗰𝘁𝗶𝗼𝗻𝗲𝗱 𝗣𝗹𝗮𝘆𝗴𝗿𝗼𝘂𝗻𝗱𝘀: Blanket bans drive innovation underground, creating far greater security risks. Provide employees with approved, guardrailed environments where they can experiment safely, making the secure path the easiest path to follow.

Consider a marketing analyst who builds an agent to summarize weekly campaign data. Instead of blocking the tool, IT provisions it within a sanctioned platform. The agent receives a dedicated service account with read-only access to the specific marketing dashboard, logs all queries, and is technically restricted from accessing customer PII.

This approach works because it shifts the security paradigm from trusting the initial request to continuously validating the ex*****on. It applies best in organizations actively scaling agentic AI. The trade-off is a moderate increase in initial architectural complexity for a massive reduction in operational blast radius.

Secure autonomy by governing the runtime environment, not just the initial request.

𝗠𝗲𝗮𝘀𝘂𝗿𝗲 𝗔𝗜, 𝗡𝗼𝘁 𝗛𝘆𝗽𝗲A practical framework for measuring AI productivity, quality, risk, review effort, and business impa...
12/10/2026

𝗠𝗲𝗮𝘀𝘂𝗿𝗲 𝗔𝗜, 𝗡𝗼𝘁 𝗛𝘆𝗽𝗲
A practical framework for measuring AI productivity, quality, risk, review effort, and business impact in real estate.
AI adoption is no longer the difficult part for many real estate professionals.
The harder question is:
𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘄𝗵𝗲𝘁𝗵𝗲𝗿 𝘆𝗼𝘂𝗿 𝗔𝗜 𝗶𝘀 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀?
A team can generate more listing descriptions, emails, social posts, summaries, and research in less time, and still create more rework, inaccurate information, compliance exposure, or inconsistent client communication.
That is why AI should be managed as an operational capability, not simply as a collection of tools.
Here are five ways to answer that.
𝟭. 𝗠𝗲𝗮𝘀𝘂𝗿𝗲 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿 𝗼𝗳 𝗽𝗿𝗼𝗺𝗽𝘁𝘀.
Counting prompts, users, or AI-generated assets tells you about activity, not business value.
Instead, measure the workflow before and after AI.
𝟮. 𝗦𝗲𝗽𝗮𝗿𝗮𝘁𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗳𝗿𝗼𝗺 𝗾𝘂𝗮𝗹𝗶𝘁𝘆.
Speed is only one dimension of performance.
𝟯. 𝗖𝗿𝗲𝗮𝘁𝗲 𝗿𝗶𝘀𝗸-𝗯𝗮𝘀𝗲𝗱 𝗿𝗲𝘃𝗶𝗲𝘄 𝗿𝘂𝗹𝗲𝘀.
Not every AI output deserves the same level of scrutiny.
A brainstorming headline might require a quick human check.
𝟰. 𝗠𝗲𝗮𝘀𝘂𝗿𝗲 𝗿𝗲𝘄𝗼𝗿𝗸, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝘁𝗶𝗺𝗲 𝘀𝗮𝘃𝗲𝗱.
This is one of the most overlooked AI metrics.
𝟱. 𝗗𝗲𝗰𝗶𝗱𝗲 𝘄𝗵𝗮𝘁 𝘁𝗼 𝘀𝗰𝗮𝗹𝗲, 𝗿𝗲𝘀𝘁𝗿𝗶𝗰𝘁, 𝗿𝗲𝗱𝗲𝘀𝗶𝗴𝗻, 𝗼𝗿 𝘀𝘁𝗼𝗽.
AI governance should produce decisions.
𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗲𝘅𝗮𝗺𝗽𝗹𝗲
Imagine a brokerage introduces AI for listing descriptions.
The team initially reports success because drafts take five minutes instead of twenty.
After four weeks, management measures the complete workflow.
The AI draft takes five minutes.
The agent spends eight minutes checking property facts, correcting unsupported claims, and rewriting tone.
The previous process took twenty minutes.
The actual saving is seven minutes—not fifteen.
That may still be worthwhile. But now management can make the decision using evidence rather than enthusiasm.

AI performance should be treated like any other operational improvement.
You need a baseline.
You need defined quality standards.
You need measurement.
You need exception handling.
And you need someone responsible for deciding what happens when the system performs poorly.
The objective is not to eliminate human review.
The objective is to put human review where it creates the most value.
For low-risk, repeatable work, excessive review can eliminate the efficiency benefit.
For high-consequence work, insufficient review can create much larger costs later.
The right answer depends on the task.
𝗧𝗵𝗲 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗹𝗲𝘀𝘀𝗼𝗻: 𝗱𝗼𝗻'𝘁 𝗺𝗲𝗮𝘀𝘂𝗿𝗲 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝗔𝗜 𝘆𝗼𝘂𝗿 𝘁𝗲𝗮𝗺 𝘂𝘀𝗲𝘀. 𝗠𝗲𝗮𝘀𝘂𝗿𝗲 𝘄𝗵𝗮𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲𝘆 𝘂𝘀𝗲 𝗶𝘁.

𝗥𝗲𝗱𝗲𝘀𝗶𝗴𝗻 𝗦𝗸𝗶𝗹𝗹𝘀 𝗔𝗿𝗼𝘂𝗻𝗱 𝗔𝗜The workforce question is shifting from “What jobs will AI replace?” to “What combination of hu...
09/10/2026

𝗥𝗲𝗱𝗲𝘀𝗶𝗴𝗻 𝗦𝗸𝗶𝗹𝗹𝘀 𝗔𝗿𝗼𝘂𝗻𝗱 𝗔𝗜
The workforce question is shifting from “What jobs will AI replace?” to “What combination of human and AI capabilities will the work require?”
AI adoption creates a workforce problem that generic training programs often miss.
Teaching employees how to use an AI tool is not the same as preparing them for AI-shaped work.
A finance analyst may need less time for information gathering but more ability to validate outputs.
A developer may generate routine code faster but need stronger skills in architecture, testing, security, and system-level reasoning.
A manager may receive better analytical assistance but still remain accountable for decisions.
The important question is therefore:
𝗪𝗵𝗮𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗵𝘂𝗺𝗮𝗻𝘀 𝗱𝗼, 𝘄𝗵𝗮𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗔𝗜 𝗱𝗼, 𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝗰𝗮𝗽𝗮𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 𝗮𝗿𝗲 𝗻𝗲𝗲𝗱𝗲𝗱 𝗮𝘁 𝘁𝗵𝗲 𝗯𝗼𝘂𝗻𝗱𝗮𝗿𝘆 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝘁𝗵𝗲𝗺?
Five lessons help answer it.
1. Redesign the work before designing the training
2. Verification becomes a skill, not merely a control
3. Some expertise becomes more valuable at the system boundary
4. Don't assume every employee needs the same AI skills
5. Preserve human accountability where consequences matter

𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗘𝘅𝗮𝗺𝗽𝗹𝗲
Imagine an insurance organization using AI to summarize claims information.
The system may reduce the time required to assemble case information.
But that does not eliminate the need for employees who understand policy terms, identify missing evidence, recognize unusual circumstances, and make or approve consequential decisions.
The capability requirement has changed.
Employees may spend less time assembling information and more time interpreting it, challenging assumptions, and handling exceptions.
A useful workforce strategy would therefore combine AI training with domain expertise, verification skills, decision-making, and clear escalation procedures.
Expert Interpretation

A more durable capability model has several layers:
𝗔𝗜 𝗹𝗶𝘁𝗲𝗿𝗮𝗰𝘆 → 𝗱𝗼𝗺𝗮𝗶𝗻 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 → 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗱𝗲𝘀𝗶𝗴𝗻 → 𝘃𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 → 𝗷𝘂𝗱𝗴𝗺𝗲𝗻𝘁 → 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆
The balance differs by role.
For routine, low-risk work, AI may perform a large portion of the ex*****on.
For complex or consequential work, humans may remain deeply involved even when AI performs substantial preparatory work.

That creates an important implementation principle:
𝗗𝗼 𝗻𝗼𝘁 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗮𝘄𝗮𝘆 𝘁𝗵𝗲 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱 𝘁𝗼 𝘀𝘂𝗽𝗲𝗿𝘃𝗶𝘀𝗲 𝘁𝗵𝗲 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻.
The practical lesson is simple:
𝗔𝗜 𝘄𝗼𝗿𝗸𝗳𝗼𝗿𝗰𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲𝗴𝗶𝗻 𝘄𝗶𝘁𝗵 𝗿𝗲𝗱𝗲𝘀𝗶𝗴𝗻𝗲𝗱 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀, 𝗻𝗼𝘁 𝗴𝗲𝗻𝗲𝗿𝗶𝗰 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴. 𝗗𝗲𝘁𝗲𝗿𝗺𝗶𝗻𝗲 𝗵𝗼𝘄 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸 𝗶𝘀 𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴, 𝘁𝗵𝗲𝗻 𝗯𝘂𝗶𝗹𝗱 𝘁𝗵𝗲 𝗵𝘂𝗺𝗮𝗻 𝗰𝗮𝗽𝗮𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱 𝘁𝗼 𝗼𝗽𝗲𝗿𝗮𝘁𝗲 𝘁𝗵𝗮𝘁 𝗻𝗲𝘄 𝘀𝘆𝘀𝘁𝗲𝗺 𝘀𝗮𝗳𝗲𝗹𝘆 𝗮𝗻𝗱 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲𝗹𝘆.

𝗦𝗽𝗲𝗲𝗱 𝗜𝘀𝗻’𝘁 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆AI can accelerate individual tasks while leaving the overall business process unchanged, or even...
07/10/2026

𝗦𝗽𝗲𝗲𝗱 𝗜𝘀𝗻’𝘁 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆
AI can accelerate individual tasks while leaving the overall business process unchanged, or even creating new bottlenecks.
A team can become faster with AI and still fail to become meaningfully more productive.
That sounds contradictory, but it is common in process-heavy work.
Imagine a content team that uses AI to produce first drafts twice as quickly.
If editors still review every draft manually, approvals still take three days, legal still checks the same claims, and publishing still depends on a weekly release cycle, the organization has not doubled its output.
It has accelerated one step.
The business outcome depends on the entire workflow.
Here are five lessons worth applying before measuring AI productivity.
𝟭. 𝗠𝗲𝗮𝘀𝘂𝗿𝗲 𝘁𝗵𝗲 𝘄𝗵𝗼𝗹𝗲 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗳𝗮𝘀𝘁𝗲𝘀𝘁 𝘁𝗮𝘀𝗸
AI usually enters an existing process rather than replacing the process itself.
Measure cycle time, rework, queue time, quality, and completed outcomes—not just minutes saved on one activity.
𝟮. 𝗙𝗶𝗻𝗱 𝘁𝗵𝗲 𝗯𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸 𝗯𝗲𝗳𝗼𝗿𝗲 𝗮𝗱𝗱𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗔𝗜
A useful productivity question is:
"What currently limits throughput?"
This is a basic operations principle with an important AI implication:
Optimizing a non-bottleneck does not necessarily increase system output.
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼: Identify the constraint first. Then determine whether AI can improve that specific part of the process.
𝟯. 𝗙𝗮𝘀𝘁𝗲𝗿 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗰𝗮𝗻 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗱𝗼𝘄𝗻𝘀𝘁𝗿𝗲𝗮𝗺 𝘄𝗼𝗿𝗸𝗹𝗼𝗮𝗱
AI changes the economics of producing content, code, analysis, and other digital work.
That can create an unexpected problem: supply increases faster than the organization's ability to review and use it.
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼: Whenever AI increases upstream capacity, check whether downstream capacity can absorb the additional output.
𝟰. 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗺𝘂𝘀𝘁 𝗶𝗻𝗰𝗹𝘂𝗱𝗲 𝗾𝘂𝗮𝗹𝗶𝘁𝘆
A faster process is not necessarily a better process.
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼: Pair speed metrics with quality and outcome metrics.
A useful measurement model is:
𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆 = 𝘂𝘀𝗲𝗳𝘂𝗹 𝗼𝘂𝘁𝗽𝘂𝘁 ÷ 𝘁𝗼𝘁𝗮𝗹 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝗮𝗻𝗱 𝗲𝗳𝗳𝗼𝗿𝘁
The word useful matters.
𝟱. 𝗥𝗲𝗱𝗲𝘀𝗶𝗴𝗻 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳 𝗮𝗱𝗱𝗶𝗻𝗴 𝗔𝗜 𝘁𝗼 𝗲𝘃𝗲𝗿𝘆 𝘀𝘁𝗲𝗽
AI produces larger organizational changes when teams reconsider how work should flow.
The goal is not maximum AI usage.
The goal is a better operating process.

The practical lesson is straightforward:
𝗗𝗼𝗻'𝘁 𝗺𝗲𝗮𝘀𝘂𝗿𝗲 𝗔𝗜 𝗯𝘆 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝗳𝗮𝘀𝘁𝗲𝗿 𝗼𝗻𝗲 𝗽𝗲𝗿𝘀𝗼𝗻 𝘄𝗼𝗿𝗸𝘀. 𝗠𝗲𝗮𝘀𝘂𝗿𝗲 𝘄𝗵𝗲𝘁𝗵𝗲𝗿 𝘁𝗵𝗲 𝗲𝗻𝘁𝗶𝗿𝗲 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝘀 𝗺𝗼𝗿𝗲 𝘂𝘀𝗲𝗳𝘂𝗹 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀 𝘄𝗶𝘁𝗵 𝗹𝗲𝘀𝘀 𝘁𝗼𝘁𝗮𝗹 𝗲𝗳𝗳𝗼𝗿𝘁, 𝗮𝗰𝗰𝗲𝗽𝘁𝗮𝗯𝗹𝗲 𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗮𝗻𝗱 𝗺𝗮𝗻𝗮𝗴𝗲𝗮𝗯𝗹𝗲 𝗿𝗶𝘀𝗸.

AI Exposure Isn’t AutomationAI can affect many tasks inside a job without making the entire role economically or operati...
05/10/2026

AI Exposure Isn’t Automation
AI can affect many tasks inside a job without making the entire role economically or operationally replaceable.

Here are five practical lessons.
𝟭. 𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝘁𝗮𝘀𝗸𝘀, 𝗻𝗼𝘁 𝗷𝗼𝗯 𝘁𝗶𝘁𝗹𝗲𝘀
Most jobs contain a mixture of activities with very different automation potential.
AI may assist strongly with the first several activities while having a much more limited role in final approval.
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼: Map the job into discrete tasks before estimating its AI exposure.
The useful question isn't "Can AI do this job?"
It's "Which parts of this workflow can AI perform?"

𝟮. 𝗦𝗲𝗽𝗮𝗿𝗮𝘁𝗲 𝗰𝗮𝗽𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗳𝗿𝗼𝗺 𝗿𝗲𝗹𝗶𝗮𝗯𝗶𝗹𝗶𝘁𝘆
A model producing a plausible answer once is not the same as producing a dependable output repeatedly.
A system supporting a regulated decision may require substantially more validation and human oversight.
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼: Evaluate AI performance against the actual error tolerance of the task—not against how impressive a demonstration looks.

𝟯. 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝘀 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗳𝗲𝗮𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆
Suppose AI can perform a task.
That still doesn't establish that automating it makes economic sense.
A task that takes five minutes manually may not justify an elaborate automation system if it occurs only occasionally.
Conversely, a repetitive task performed thousands of times may justify substantial investment even if the automation is imperfect.
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼: Compare the total cost of an AI-enabled workflow with the cost and risk of the existing process.

𝟰. 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻 𝗶𝘀 𝗮 𝘀𝗲𝗽𝗮𝗿𝗮𝘁𝗲 𝘃𝗮𝗿𝗶𝗮𝗯𝗹𝗲
Even technically capable and economically attractive automation may not happen quickly.
Organizations have existing software, processes, contracts, approval structures, employee habits, risk controls, and customer expectations.
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼: When assessing automation potential, examine the implementation path—not just the model's capabilities.

𝟱. 𝗟𝗼𝗼𝗸 𝗳𝗼𝗿 𝘁𝗮𝘀𝗸 𝗿𝗲𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻, 𝗻𝗼𝘁 𝗼𝗻𝗹𝘆 𝗿𝗲𝗽𝗹𝗮𝗰𝗲𝗺𝗲𝗻𝘁
AI can change a role without eliminating it.
A worker may spend less time gathering information and more time evaluating it. A developer may spend less time producing routine code and more time reviewing architecture, tests, security, and system behavior.
That is neither pure automation nor business as usual.
It is task redistribution.
This is particularly important when assessing workforce impact because the composition of a job can change even when the occupation remains.
The biggest analytical mistake is treating AI exposure as a binary prediction.

𝗧𝗵𝗲 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗹𝗲𝘀𝘀𝗼𝗻 𝗶𝘀 𝘀𝗶𝗺𝗽𝗹𝗲:
Don't forecast the future of a job by asking whether AI can do it. Map the tasks, test reliability, calculate the economics, and examine the workflow around them.

𝗗𝗲𝘀𝗶𝗴𝗻 𝗔𝗴𝗲𝗻𝘁𝘀 𝗳𝗼𝗿 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻A production AI agent needs more than a capable model: its architecture must account for too...
30/09/2026

𝗗𝗲𝘀𝗶𝗴𝗻 𝗔𝗴𝗲𝗻𝘁𝘀 𝗳𝗼𝗿 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
A production AI agent needs more than a capable model: its architecture must account for tools, state, retrieval, runtime, failures, and control.
A common mistake in AI agent deployment is treating the model as the architecture.
The model is one component inside a larger system that has to retrieve information, call tools, maintain state, make decisions, handle failures, enforce permissions, and eventually produce a business outcome.
Here are five principles that matter:
𝟭. 𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗺𝗼𝗱𝗲𝗹
Before choosing models or frameworks, map what the agent actually needs to do.
For each, identify:
• What information does it need?
• Does it need external tools?
• Does it need persistent state?
• Does the step require judgment or deterministic logic?
• What happens if the step fails?
The architecture follows from those requirements.
𝟮. 𝗦𝗲𝗽𝗮𝗿𝗮𝘁𝗲 𝗿𝗲𝗮𝘀𝗼𝗻𝗶𝗻𝗴 𝗳𝗿𝗼𝗺 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻
An agent may decide what should happen, but another component usually performs the action.
• That distinction matters.
• The model might decide:
• “Check the customer's order status.”
• The tool layer actually calls the order-management system.
Keeping these responsibilities separate makes permissions, testing, logging, and failure handling much easier to manage.
𝟯. 𝗧𝗿𝗲𝗮𝘁 𝘀𝘁𝗮𝘁𝗲 𝗮𝘀 𝗮𝗻 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗮𝗹 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻
Agents often need more than the current prompt.
They may need:
• Conversation state
• Task state
• Retrieved information
• Previous tool results
• User preferences
• Long-term business records
But persistent memory isn't automatically useful.
Store information because the workflow requires it—not because “agents need memory.”
Unnecessary state creates additional privacy, consistency, storage, and debugging problems.
𝟰. 𝗗𝗲𝘀𝗶𝗴𝗻 𝘁𝗵𝗲 𝗳𝗮𝗶𝗹𝘂𝗿𝗲 𝗽𝗮𝘁𝗵 𝗯𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗲 𝗵𝗮𝗽𝗽𝘆 𝗽𝗮𝘁𝗵
Production systems will encounter unavailable APIs, malformed tool responses, missing data, timeouts, ambiguous requests, model errors, and unexpected outputs.
A robust architecture therefore defines:
• Retry conditions
• Timeouts
• Fallback behavior
• Human escalation
• Transaction rollback where possible
• Safe termination conditions
𝟱. 𝗠𝗮𝘁𝗰𝗵 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗮𝗹 𝗰𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆 𝘁𝗼 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘃𝗮𝗹𝘂𝗲
More agents, more tools, more memory, and more orchestration do not automatically produce a better system.
Every additional component creates another surface for:
• Failure
• Latency
• Cost
• Security exposure
• Testing complexity
• Operational maintenance

A production AI agent should be designed as a system of controlled capabilities, not as a model surrounded by ad-hoc integrations.
Start by mapping the work.
Then decide which components genuinely need intelligence, which should remain deterministic, and where failure must stop the agent.

𝗖𝗼𝗻𝘁𝗿𝗼𝗹 𝗔𝗜 𝗶𝗻 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻A manufacturing AI system needs operating boundaries, human accountability, monitoring, and fail...
28/09/2026

𝗖𝗼𝗻𝘁𝗿𝗼𝗹 𝗔𝗜 𝗶𝗻 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
A manufacturing AI system needs operating boundaries, human accountability, monitoring, and failure procedures, not just a successful pilot.
Getting an AI system into a factory is only the beginning.
The harder question is what happens six months later.
• The data distribution changes.
• A machine is recalibrated.
• A supplier changes a material.
• An operator stops trusting alerts.
• A model is updated.
• A network connection fails.
• A previously rare operating condition appears.
Or an AI recommendation conflicts with what an experienced technician sees on the floor.
Following practices matter particularly in industrial environments.
🔹 𝗚𝗶𝘃𝗲 𝗲𝘃𝗲𝗿𝘆 𝗔𝗜 𝘀𝘆𝘀𝘁𝗲𝗺 𝗮 𝗻𝗮𝗺𝗲𝗱 𝗼𝘄𝗻𝗲𝗿
“IT owns the model” is not enough.
Someone needs responsibility for:
• The business objective
• Acceptable performance
• Data quality
• Model changes
• Operator procedures
• Incidents
• Escalation
• Retirement
🔹 𝗗𝗲𝗳𝗶𝗻𝗲 𝘁𝗵𝗲 𝗔𝗜'𝘀 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗯𝗼𝘂𝗻𝗱𝗮𝗿𝘆
An AI recommendation should have an explicit scope.
• What can it recommend?
• What can it automatically change?
• What requires human approval?
• What happens when confidence is low?
• What happens when required data disappears?
🔹 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 𝘁𝗵𝗲 𝘀𝘆𝘀𝘁𝗲𝗺, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗺𝗼𝗱𝗲𝗹 𝗮𝗰𝗰𝘂𝗿𝗮𝗰𝘆
A model can remain technically accurate while the surrounding operation changes.
Track:
• Input-data quality
• Missing signals
• Prediction distribution
• Error rates
• Operating conditions
• Override frequency
• Downstream outcomes
🔹 𝗗𝗲𝘀𝗶𝗴𝗻 𝗵𝘂𝗺𝗮𝗻 𝗼𝘃𝗲𝗿𝘀𝗶𝗴𝗵𝘁 𝗮𝘀 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄
A human override button is not the same as meaningful human oversight.
Operators need to know:
• When to trust the recommendation
• When to challenge it
• What evidence supports it
• What happens after an override
• Who handles repeated disagreement
🔹 𝗧𝗿𝗲𝗮𝘁 𝗰𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗮𝘀 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗔𝗜 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴
Industrial AI connects data, software, networks, machines, and people.
That creates security considerations beyond traditional model performance.
𝗔 𝗵𝘆𝗽𝗼𝘁𝗵𝗲𝘁𝗶𝗰𝗮𝗹 𝗲𝘅𝗮𝗺𝗽𝗹𝗲
Imagine an AI system recommending maintenance interventions for a production line.
A weak deployment says:
“The model is 94% accurate. Put it into production.”
A stronger deployment defines:
• The machines covered
• The conditions under which predictions are valid
• The minimum data quality required
• Who reviews high-risk recommendations
• What technicians do when they disagree
• How overrides are recorded
• When the model is retrained
• What happens if the model or data pipeline fails
The difference is operational control.
𝗧𝗵𝗲 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗹𝗲𝘀𝘀𝗼𝗻:
Don't deploy AI into a production process until you can explain its boundaries, ownership, monitoring, human controls, and failure response.

𝗪𝗵𝘆 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 𝗙𝗮𝗶𝗹A working workflow is not necessarily a working business process.A SharePoint workflow can show succes...
23/09/2026

𝗪𝗵𝘆 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 𝗙𝗮𝗶𝗹
A working workflow is not necessarily a working business process.
A SharePoint workflow can show successful runs and still create frustration.
Why?
Because technical ex*****on is only one layer of process success.
A workflow may trigger correctly, send notifications, update a list, and complete without errors, yet users still email each other, maintain side spreadsheets, or ask for status updates.
That usually means the problem is not the trigger.
It is the process design around the trigger.
Five failure points deserve particular attention:
🔹 𝗧𝗵𝗲 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝘀 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝗽𝗿𝗼𝗰𝗲𝘀𝘀: If unnecessary approvals or duplicate data entry exist in the original process, automation may simply make the inefficient process faster.
🔹 𝗧𝗵𝗲 𝗵𝗮𝗽𝗽𝘆 𝗽𝗮𝘁𝗵 𝗶𝘀 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱, 𝗯𝘂𝘁 𝗲𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝗻𝗼𝘁: What happens when an approver is unavailable, information is missing, a request is cancelled, or ownership changes? Real workflows need explicit exception paths.
🔹 𝗧𝗵𝗲 𝘂𝘀𝗲𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝘀 𝘁𝗿𝗲𝗮𝘁𝗲𝗱 𝗮𝘀 𝘀𝗲𝗰𝗼𝗻𝗱𝗮𝗿𝘆: A technically elegant flow can still fail if employees do not know what information to provide, what happens next, or where to check status.
🔹 𝗡𝗼𝗯𝗼𝗱𝘆 𝗼𝘄𝗻𝘀 𝘁𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗿𝘂𝗹𝗲𝘀: Technical ownership is not enough. Someone must decide whether approval thresholds, routing rules, deadlines, and exceptions are still correct.
🔹 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗶𝘀 𝗺𝗲𝗮𝘀𝘂𝗿𝗲𝗱 𝗮𝘀 “𝗳𝗹𝗼𝘄 𝗿𝗮𝗻”: A successful run only tells you that the automation executed. It does not tell you whether the business process became faster, clearer, or more reliable.
Microsoft provides analytics for Power Automate flows, including run counts, success and failure rates, ex*****on time, errors, and run history.
Those metrics are useful, but they should be paired with business metrics.
𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗲𝘅𝗮𝗺𝗽𝗹𝗲
Suppose an expense workflow has a 99% technical success rate.
Yet employees still send follow-up emails because approvals take too long.
The automation may not have a technical problem.
The bottleneck could be:
𝗘𝘅𝗽𝗲𝗻𝘀𝗲 𝘀𝘂𝗯𝗺𝗶𝘁𝘁𝗲𝗱 → 𝗺𝗮𝗻𝗮𝗴𝗲𝗿 𝗿𝗲𝗰𝗲𝗶𝘃𝗲𝘀 𝗮𝗽𝗽𝗿𝗼𝘃𝗮𝗹 → 𝗺𝗮𝗻𝗮𝗴𝗲𝗿 𝗺𝗶𝘀𝘀𝗲𝘀 𝗻𝗼𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 → 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝘄𝗮𝗶𝘁𝘀 → 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗿𝗲𝗰𝗲𝗶𝘃𝗲𝘀 𝗿𝗲𝗾𝘂𝗲𝘀𝘁 𝗹𝗮𝘁𝗲
Changing the connector will not solve that.
The process needs better notification design, escalation, delegation, or approval ownership.
The lesson is simple:
𝗗𝗶𝗮𝗴𝗻𝗼𝘀𝗲 𝘁𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝗿𝗲𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻.
A workflow should be judged by the outcome it creates, not merely by whether its individual actions execute successfully.

When an automated process is not delivering the expected result, ask six questions:
𝗜𝘀 𝘁𝗵𝗲 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗿𝗶𝗴𝗵𝘁? 𝗜𝘀 𝘁𝗵𝗲 𝗱𝗮𝘁𝗮 𝗿𝗶𝗴𝗵𝘁? 𝗜𝘀 𝘁𝗵𝗲 𝗿𝗼𝘂𝘁𝗶𝗻𝗴 𝗿𝗶𝗴𝗵𝘁? 𝗔𝗿𝗲 𝗲𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝘀 𝗵𝗮𝗻𝗱𝗹𝗲𝗱? 𝗗𝗼 𝘂𝘀𝗲𝗿𝘀 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗶𝘁? 𝗗𝗼𝗲𝘀 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝗼𝘄𝗻 𝗶𝘁?
Those questions often reveal more than another round of workflow debugging.

𝗖𝗵𝗼𝗼𝘀𝗲 𝗬𝗼𝘂𝗿 𝗙𝗶𝗿𝘀𝘁 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻.A practical way to decide which SharePoint process deserves automation first.Many organizat...
21/09/2026

𝗖𝗵𝗼𝗼𝘀𝗲 𝗬𝗼𝘂𝗿 𝗙𝗶𝗿𝘀𝘁 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻.
A practical way to decide which SharePoint process deserves automation first.

Many organizations begin SharePoint automation by asking:
“𝗪𝗵𝗮𝘁 𝗰𝗮𝗻 𝘄𝗲 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲?”
A better question is:
“𝗪𝗵𝗶𝗰𝗵 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗶𝘀 𝗿𝗲𝗮𝗱𝘆 𝘁𝗼 𝗯𝗲 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱?”
That distinction matters.
SharePoint and Power Automate can support approvals, notifications, list and library updates, task assignments, reminders, and integrations.
But technical possibility does not tell you where to start.
A complicated process with dozens of exceptions may be technically automatable and still be a poor first project.
A simple employee request process may produce less excitement but create a much better learning environment.
Five factors are especially useful when choosing the first candidate:
🔹 𝗙𝗿𝗲𝗾𝘂𝗲𝗻𝗰𝘆: A process that happens regularly gives you repeated opportunities to remove manual work and measure improvement. A workflow used twice a year is harder to learn from.
🔹 𝗠𝗮𝗻𝘂𝗮𝗹 𝗲𝗳𝗳𝗼𝗿𝘁: Count more than the time spent submitting a request. Include routing, follow-up emails, status checks, data entry, reporting, and record maintenance.
🔹 𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆: Automation works best when the normal path can be described clearly. If every request follows a different path, redesign the process before automating it.
🔹 𝗥𝗶𝘀𝗸: Ask what happens if the automation makes the wrong decision. A low-risk workflow is generally easier to pilot than one involving sensitive financial, legal, security, or compliance decisions.
🔹 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻: The strongest candidates solve a problem users already recognize. If employees constantly ask, “Where is my request?” automation has an obvious user benefit.
A useful scoring method is to rate each candidate from 1–5 across these dimensions, then separately assess implementation complexity.
That last step is important.
𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘃𝗮𝗹𝘂𝗲 𝗮𝗻𝗱 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗱𝗶𝗳𝗳𝗶𝗰𝘂𝗹𝘁𝘆 𝗮𝗿𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝘃𝗮𝗿𝗶𝗮𝗯𝗹𝗲𝘀.
A process can have high value and high complexity. That may make it a strong long-term target but a poor first pilot.
𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗲𝘅𝗮𝗺𝗽𝗹𝗲
Imagine a company considering three projects:
• Contract approval
• Employee leave requests
• IT equipment requests
Contract approval may have substantial business value, but it could involve legal review, multiple approval levels, exceptions, and sensitive documents.
Leave requests may have less strategic visibility but have predictable rules, frequent usage, clear ownership, and relatively straightforward outcomes.
Equipment requests may sit between the two.
The point is not that leave requests are universally the right answer.
The point is that 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝘀𝗲𝗹𝗲𝗰𝘁𝗲𝗱 𝗱𝗲𝗹𝗶𝗯𝗲𝗿𝗮𝘁𝗲𝗹𝘆 𝗿𝗮𝘁𝗵𝗲𝗿 𝘁𝗵𝗮𝗻 𝗯𝘆 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝘃𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗼𝗿 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗲𝗻𝘁𝗵𝘂𝘀𝗶𝗮𝘀𝗺.
The first project should help the organization learn how to design, test, monitor, support, and improve automated processes.
The most useful question to ask is:
“𝗪𝗵𝗶𝗰𝗵 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗴𝗶𝘃𝗲𝘀 𝘂𝘀 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝘃𝗮𝗹𝘂𝗲 𝘄𝗵𝗶𝗹𝗲 𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗿𝗶𝘀𝗸 𝗺𝗮𝗻𝗮𝗴𝗲𝗮𝗯𝗹𝗲?”
That is a much stronger starting point than simply asking what SharePoint can automate.

We can help
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