Services · AI Consulting

AI Workflow Assessment and Pilot Planning

Identify worthwhile AI use cases, measure the current process, and build a pilot with clear acceptance criteria.

Start with a real task and its constraints before selecting a platform.

Request an AI consultation

AI Consulting overview

Scope and planning

Choose a task worth improving

Prioritize repeatable work with a measurable result.

Read more

We map the existing process from request through completion: inputs, systems used, handoffs, delays, and review effort. Suitable candidates may include preparing meeting briefs, drafting follow-ups, comparing approved documents, or organizing internal information. Each needs a named business owner.

We compare expected benefit with integration effort and the consequences of an error. Tasks requiring uncertain source information or expensive corrections may need process improvements before AI is useful. We record reasons for both pursuing and deferring each candidate.

Define the pilot and evaluation

Agree the sample work, baseline, budget, and release decision.

Read more

A pilot specifies users, permitted information, sample tasks, expected output, and the person who accepts the result. Tests include ambiguous requests, missing information, and examples where the system should ask for clarification or return a failure.

We compare completion time and accepted output with the existing method, including the time spent reviewing and correcting work. The project defines success thresholds, spending limits where supported, and an agreed decision point for expansion, revision, or stopping.

Turn findings into a rollout plan

Deliver a documented recommendation rather than an open-ended experiment.

Read more

XL AV can provide a workflow map, prioritized backlog, platform assessment, pilot configuration, and evaluation report within the agreed scope. We identify integrations, staff training, and maintenance work needed for a wider deployment.

Bring sample work, a list of systems, existing subscriptions, and the constraints your team faces. Access to production records or automated write actions is a separate implementation decision, established after the pilot requirements are clear.

Related AI consulting services

Microsoft Copilot Consulting and Adoption

Plan Microsoft Copilot adoption around Microsoft 365 workflows, information access, licensing, and staff training.

Google Gemini and Workspace AI Consulting

Evaluate Gemini for Google Workspace workflows, with account controls, source preparation, training, and pilot testing.

Claude and Claude Code Consulting

Integrate Anthropic Claude and Claude Code into document and development workflows with defined access, review, and cost controls.

ChatGPT and Codex Consulting

Plan OpenAI ChatGPT and Codex workflows, integrations, team guidance, and evaluation around your organization’s requirements.

MCP Server Setup and AI Integration

Connect approved AI tools to business systems through scoped MCP servers, with authentication, testing, and documented ownership.

AI Training and Team Adoption

Train staff to use AI on real work, check results, handle company information appropriately, and follow repeatable workflows.

AI Cost Controls and Usage Management

Understand AI subscriptions, API consumption, usage limits, and automation costs before expanding deployment.

AI Governance, Data Access, and Quality Assurance

Define permitted AI use, information access, output review, and operational ownership before expanding connected workflows.

AI Middleware and Token Optimization

Use AI-assisted development and reusable middleware to reduce unnecessary model calls, repeated context, and token consumption.

Local and Offline AI Model Deployment

Plan local, on-premises, offline, or hybrid AI models with suitable hardware, data boundaries, performance testing, and maintenance.

Plan your AI project

Tell us which workflow you want to improve, the systems you use, your existing AI subscriptions, and your requirements for data access, budget, and staff training.

Request an AI consultation