You are not stuck on tools. You are stuck on sequence.
A practical way to scope these projects is:
1. Start with one business outcome. Example: reduce support handle time by 20% or automate one internal lookup workflow.
2. Define the exact user input, system action, and expected output.
3. List what must be deterministic vs probabilistic. API calls, approvals, and record updates should be deterministic. Drafting, summarizing, and classification can use AI.
4. Pick the smallest architecture that fits. For many first projects: Assistant + retrieval/search + 1 or 2 API actions is enough. You usually do not need a full ML pipeline first.
5. Create a fallback path. If confidence is low or a policy check fails, send to a human or return a safe next step.
6. Add 3 evaluation sets before launch: happy path, ambiguous input, and failure cases.
7. Track only a few metrics at first: task completion rate, escalation rate, latency, and user correction rate.
A simple decision rule:
- Need structured answers from approved knowledge: retrieval.
- Need action in a system: workflow/API orchestration.
- Need prediction from historical labeled data: ML.
- Need open-ended generation: LLM with guardrails.
If you already have Assistant, intents/entities, APIs, and Cloudant in place, I would build one narrow end-to-end flow first instead of adding more components. One production-grade use case teaches more than five disconnected PoCs.
If helpful, I can also share a 1-page template for turning an AI idea into a build sequence and evaluation checklist.
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John Mattews
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