Working method / 004

Understand first. Recommend second.

01 / Phase
Review
Understand the current process, goals, and business constraints.
Before anything is recommended, the work itself is examined: who does what, with which tools, and where time or information gets lost.
02 / Phase
Identify
Locate potential AI applications and evaluate their relevance.
Not every step is a candidate. This phase separates the tasks where AI may help from those better left as they are.
03 / Phase
Evaluate
Compare practical options, limitations, and considerations.
Options are weighed against usability, cost of change, data sensitivity, and the level of human review the task requires.
04 / Phase
Recommend
Present a clearer direction and appropriate next steps.
The result is a plain recommendation with a sensible order of steps, so the decision can be made with confidence.

Principles

Clear purpose
Every recommendation ties back to a specific piece of work.
Realistic recommendations
Advice reflects what a small business can actually adopt.
Human oversight
People stay responsible for judgment and approval.
Responsible adoption
Privacy, access, and limitations are considered from the start.

Practical principles