Prepare for decisions
Gather relevant information, prepare for a committee meeting, compare scenarios and track decisions. Maintain links to source documents and highlight issues requiring a decision.
Your work, your methods. AI at work.
Finding information, preparing a file, tracking a request, coordinating several steps: AI can play a practical role in your teams’ work.
Learn to organise assistance suited to your documents, procedures and business tools: sales management, accounting, human resources or internal software. Connections are assessed according to your technical capabilities, with defined access rights, human approvals and measured results.
POSSIBILITIES BY FUNCTION
From documents to action. Safeguards at every step.
Review files more effectively
Compare orders, invoices and supporting documents, flag discrepancies for review, and prepare a budget analysis or comparison of bids. Commitments and payments follow the organisation’s approval procedures.
Support everyday work
Answer questions about internal procedures, prepare employee onboarding, organise training steps and check whether a file is complete. Decisions about people remain the responsibility of authorised professionals.
Track obligations
Search identified sources, compare contracts, prepare a note, identify deadlines and gather documents needed for a review. Analyses with legal implications are approved by a qualified practitioner.
Prepare for conversations more effectively
Gather a customer’s history and prepare for a meeting, a sales proposal or a response to a complaint. Track commitments and refer complex cases to the right person, with communications and commercial terms approved in line with agreed rules.
Coordinate service activities
Prepare a ticket, find technical documentation, track a delivery or organise the steps of a service activity. Actions affecting equipment, access rights and critical systems require appropriate authorisations and controls.
Share useful knowledge
Find a procedure, summarise a file, prepare meeting minutes and track project commitments. Retain the context needed for follow-up, respect access rights and distinguish current documents from older versions.
Improve service follow-up
Prepare correspondence, check supporting documents for a request, guide service users, monitor deadlines and produce activity summaries. Adapt exercises to public service responsibilities and applicable rules. Sensitive administrative decisions remain with the responsible officials.
A PRACTICAL EXAMPLE
A purchase request. A better-prepared workflow.
In an exercise, an AI assistant can:
- Read a request and identify missing information.
- Find the applicable procedure in approved documents.
- Compare bids against the agreed criteria.
- Prepare a summary with its sources.
- Submit the file to the responsible decision-maker.
Several specialised assistants can share the tasks of reading documents, comparing bids and checking the file. Their results are cross-checked to identify inconsistencies before approval.
Spending commitments remain subject to the required approval. Any action within business software depends on available connections and granted permissions.
PRACTICE WITH SAFEGUARDS
New possibilities. Clear responsibilities.
Controls are planned from the very first test.
- Choose data permitted for use and restrict access to what is strictly necessary.
- Define what the assistant may read, prepare or modify.
- Plan approvals and exception handling.
- Check sources, results and possible errors.
- Keep records needed for follow-up, in accordance with confidentiality rules.
- Set limits on cost, duration and volume.
- Plan how to stop and resume a task, and how to handle incidents.
AN ENGAGEMENT, STEP BY STEP
Choose a use case. Test it with your teams.
01
Define the scope
Select a specific need, identify those responsible and define expected results, approved data and areas requiring attention.
02
Train
Practise on cases tailored to each profession. Learn to give instructions, organise steps, verify results and take back control.
03
Test
Run a limited pilot with controlled data and access. Start with research and document preparation before considering actions within software tools.
04
Evaluate
Compare results with the usual method: quality, processing time, corrections needed, cost and team satisfaction. Then decide what to adjust and which uses to expand.
Training and the pilot inform your decisions. System connections and production deployment require a separate technical scope, defined with business, IT and security teams.
THE FORMATS
Make decisions first. Develop working practices.
Leaders01
AI & decision-making for leaders
Understand the possibilities, select initial use cases and clarify the conditions for implementation.
½ day Briefing & strategy workshop
Businesses03
AI programme for large organisations
Train teams, build shared methods and test uses suited to your organisation.
Tailored Workshops & support
YOUR NEXT STEP
A specific need. An initial area of application.
Let’s start with a task that takes up your teams’ time to build a programme that is useful to your business or institution.
Let’s discuss your project