Approach
A delivery process designed to reach adoption
Every stage ends with a usable decision or deliverable. Scope can stop when the evidence says a project should not proceed.
Six accountable stages
Assess, prioritize, prototype, deploy, train, improve
- 1
Assess
Workflow map, stakeholder needs, systems, information and constraints.
- 2
Prioritize
Ranked use case, success measures, risk and architecture options.
- 3
Prototype
A bounded system tested against representative work and exceptions.
- 4
Deploy
Integrated production environment, controls, monitoring and runbook.
- 5
Train
Role-based user guidance and administrator documentation.
- 6
Improve
Operational review, measured issues and prioritized enhancements.
Evidence before expansion
Decision gates
| Gate | Evidence | Decision |
|---|---|---|
| Assessment | Value, ownership, information and feasibility | Stop, prepare, configure or prototype |
| Prototype | Evaluation, user feedback and integration findings | Revise, stop or design production |
| Deployment | Controls, recovery, documentation and support ownership | Delay, limit or release |
| Adoption | Usage, exceptions and operating result | Improve, expand, maintain or retire |
Collaborative delivery
Who participates
Workflow owner
Defines the operating result and accountable decisions.
Representative users
Explain exceptions and validate the working experience.
Technical owner
Confirms systems, identity, deployment and support constraints.
LocAIly
Connects discovery, architecture, implementation, training and operation.
How choices are made
Decision principles
- Start with the workflow, not the model
- Use deterministic automation where AI is unnecessary
- Assess existing hardware and systems first
- Preserve human review for consequential decisions
- Document data flows, ownership and failure handling
- Retain cloud capability where it remains the best fit
- Stop when evidence does not support implementation
No black-box handoff
Maintainable deliverables
- Workflow and architecture diagrams
- Integration and permission decisions
- Evaluation findings and unresolved risks
- Deployment and recovery runbooks
- User and administrator documentation
- Training for approved workflows
- Support ownership and escalation
- Prioritized improvement plan
FAQ
Questions about the process
Do we have to continue after an assessment?
No. The evidence may support a prototype, preparatory work, improving an existing system or no project.
Can another team use the deliverables?
Yes. LocAIly can implement the recommendation or provide documentation for another qualified team.
How is scope controlled?
Each stage has a defined question, deliverable and decision about whether to continue.
A practical first step
Find the first AI or digital workflow worth improving.
Bring one expensive, repetitive, fragmented or sensitive workflow. We will help determine whether it should be automated, integrated, rebuilt, moved into a private environment or left alone.
- Initial workflow discussion
- Architecture considerations
- Practical first-step recommendation
- No obligation to replace the whole stack