The customer’s taskWhat AI can help withYour existing systems
EngineeringDesigned for the work
Useful software→
Test / Review / Improve
How the parts fit togetherProduct design, AI and existing systems need to work together. Clear access rules, testing and human review turn a promising feature into useful software.Product thinking. Systems engineering.
01 / Three places to make a difference
Where could better software make a difference?
A better experience for customers. Answers your team can find. Work that moves without another spreadsheet. Start with the change that matters.
These are examples of possible work, not client case studies. The first step is to establish what would be useful in your business.
A practical fit
Your software. A practical first step.
Build around a task that matters to your business, without needing to assemble a permanent software team. Agree the source code, accounts, licensed components and handover before the build.
Bring one recurring task, the tools you use today and the result you want to improve. The first conversation should establish whether custom software is worth owning and what a useful first step would be.
A product needs to handle mistakes. A knowledge tool needs to respect access. A workflow needs to recover when a connection fails. Test those decisions before expanding the build.
The Lab includes one working order-review example with sample data and fixed rules, alongside proposed product and knowledge designs. Use it to inspect how a small part of a system behaves.
Choose one task and agree what better would look like: less rework, a faster review or a more useful customer experience. Measure today’s process first, including the cost of changing it and the reasons to stop.
What to agree
A picture of today’s process, a measure of success and one useful first release.
Control
What is the system allowed to do?
Decide what the software may see, suggest and change. Follow company information through the connected tools and AI service. Agree who can access it, how long it is kept and which actions need a person’s approval.
What to agree
A clear map of where information goes, who may use it and what needs approval.
Quality
How will we know it works?
Choose real kinds of work to test, including missing information and mistakes that would be costly. Use the same examples to check each release. Agree when the software should stop and ask a person.
What to agree
Example tasks, agreed standards and a clear way to involve the right person.
Economics
What will a useful outcome cost?
Include the AI service, hosting, licences, connections, human review and support. Look at the cost of finishing a useful task as well as the monthly bill. A cheap answer is not good value if someone has to redo the work.
What to agree
An estimate based on expected use, review time and support, rather than just the price of the AI model.
Ownership
What happens if it works?
Decide who will run the software, who will improve it and what the team will do with the time it saves. Agree the access, documentation and support they need to take over confidently.
What to agree
A named owner, practical operating instructions and a plan to help people use it.
04 / Go deeper into the architecture
How the pieces work together.
Explore the decisions behind a product, company search tool or internal workflow: who can use it, what it can access and what happens when something goes wrong.
Systems Atlas3 types of system · 18 design decisions
Systems Atlas
Change the business context. Open a layer. Inspect the decision, what can fail, and the evidence worth asking for.
Intelligence inside a product.
Follow a customer’s task from the first request to a checked result. See where privacy, corrections and approval belong.
Example system designLocal / not connected
Connects to customer privacy
Connects to relevant information · the ai suggestion
The customer’s task to Customer privacy: Check the user and customer account.
Customer privacy to Relevant information: Limit access to permitted records.
Relevant information to The AI suggestion: Provide relevant permitted information.
Customer privacy to The AI suggestion: Limit what the AI may do.
The AI suggestion to Permitted actions: Validate the proposal.
Permitted actions to Check each release: Observe the task result.
Check each release to The customer’s task: Improve the product task.
DependencyEvidenceFeedback / recoveryChoose a step to learn more
Customer privacy
AUTH
The decision to make
Check which customer account and user are making the request before looking up information or taking action. Carry those access rules through searches, stored answers and connected tools.
What could go wrong
One customer sees another customer’s records through a search, a stored answer or a connected tool.
What to ask the team to show
Tests that try to cross between customer accounts.
A product idea, a broken workflow, scattered company knowledge or an integration others keep working around. Tell us what needs to change and what has already been tried.