01 / AI ADVISORY & IMPLEMENTATION
Find a useful place for AI in your everyday work.
Choose practical AI use cases, configure a focused pilot, and teach your team how to review the results before AI becomes part of a daily process.
THE WORK IN PRACTICE
Define the outcome.
Account for the details.
We start with the task, the people doing it, and the information they are allowed to use. A scoped engagement can include an office knowledge workflow, a first draft of an internal summary, or a way to sort incoming requests for staff review. We assess whether AI adds value, select an appropriate tool, and configure a bounded pilot with clear review steps. The service includes implementation and training; it does not assume every process needs AI or require your team to adopt a new software product from Tack.
Where this fits
Useful when office leaders want a practical starting point, staff are experimenting without shared procedures, or a repeated reading, drafting, or knowledge-retrieval task needs a more consistent process.
A CONCRETE HANDOFF
What you get.
Deliverables are selected and confirmed in a written scope of work.
Our integration model- A task review identifying suitable AI use cases, the current manual process, an accountable owner, and where a simpler rule-based workflow may fit better.
- A tool and access assessment covering the proposed account, approved information sources, data handling, subscription dependencies, and vendor requirements.
- A bounded pilot such as a workflow for finding approved office procedures, preparing a draft handoff summary, or suggesting a triage category for human review.
- An evaluation set with representative examples, expected answers or review criteria, and edge cases such as missing context, conflicting instructions, and unsupported requests.
- Written operating instructions covering when AI may assist, what staff must check, what it must not decide, and how to return to the manual process.
- Team training and a pilot review that records observed quality, review effort, remaining limitations, and the decision to continue, revise, or stop.
PLANNING THE ENGAGEMENT
A typical project shape.
A focused advisory and pilot engagement may fit within 2–4 weeks once decisions and access are ready. Custom software, additional data sources, or broader rollout require separate scope.
Choose the task
Map the current process, review approved data sources, compare possible approaches, and choose one bounded use case with a named reviewer.
Configure and evaluate
Set up the agreed tools and instructions, assemble approved examples, test the pilot, and record failures or gaps before staff rely on the output.
Train and decide
Practice the review process with staff, compare the pilot with the existing workflow, and agree on next steps and any ongoing support.
These are illustrative planning ranges, not delivery commitments or claims about past engagements. We confirm timing after reviewing scope, access, vendor requirements, data quality, and testing dependencies.
PRACTICAL QUESTIONS
Before we start.
Start with a repeated task whose output someone can check, such as finding an approved procedure or preparing an internal summary. Define an acceptable result and a reviewer before choosing a tool. Tasks that commit pricing, change schedules, or communicate with customers need explicit authorization and review controls.
Only information the company is permitted to use for the proposed purpose should enter the workflow. We review the selected tool, account settings, access permissions, and applicable vendor requirements with the client. A pilot can begin with approved sample records or a limited set of internal procedures.
That is not assumed. The initial scope specifies what the workflow may read, draft, suggest, or change. A first pilot can leave external messages, bookings, and account changes with authorized staff. Any later action-taking workflow needs its own design, testing, and approval.
Agree on a small evaluation set and compare the result with the existing process. Review accuracy, missing information, staff corrections, time spent checking, and cases that require escalation. The handoff records what worked and what remains unsuitable; adoption is a decision based on those results.
DEFINE THE WORK BEFORE THE BUILD
Start with one workflow.
Tell us what your team is working through, which tools are involved, and what you want to happen next.