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Enterprise AI Readiness – Data, Workflow, and Deployment Choices

Lesson 3: Choosing the Implementation Shape

Lesson Objectives

By the end of this lesson, students should be able to:

  • Match implementation shape to task complexity.
  • Explain when retrieval or structured data is needed.
  • Identify maintenance responsibilities.

Lesson Content

Not every AI use case should become a custom system. Some need only a reusable prompt and a checklist. Some are better handled by an existing product feature. Some need a retrieval workflow so answers can reference approved documents. Some need structured data, forms, or business rules.

Use this decision ladder:

  1. Reusable prompt for low-risk drafting or planning.
  2. Product feature for common tasks already supported by a tool.
  3. Retrieval workflow when answers must use approved documents.
  4. Workflow automation when AI output must move through systems.
  5. Custom implementation when the task is valuable, repeated, unique, measurable, and maintainable.

The more complex the implementation, the more important monitoring becomes.

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