Business knowledge and AI workflows
AI system integration begins with a specific business use case, the knowledge content that may be used, existing system interfaces, user permissions, and a plan for human review.
Before integration, organizations should define the intended use, the information in scope, and how unusual outputs or failures will be handled.
Connecting model capabilities, business knowledge, applications, and workflows so employees can use AI in defined tasks.
Organized business documents and reference material that can be searched and used to inform AI responses.
Connecting AI output with existing forms, approvals, service desks, or business applications.
Controls over the data and actions available to different users, teams, and connected systems.
Define accuracy, access, and ownership
Content quality, interface reliability, user identity, and output review can all affect how an AI capability fits a real workflow.
Defining appropriate use, excluded content, review steps, and evaluation methods helps teams decide whether a use case is ready to expand.
Use case review and integration planning
Models, data sources, hosting, and system responsibilities are confirmed for each engagement.
Business use cases and boundaries
Review customer support, document questions, internal knowledge, content tasks, and workflow assistance to identify appropriate uses.
Knowledge preparation and organization
Clean up and organize policies, product material, FAQs, records, and internal guides before connecting them to an AI application.
Application interfaces and workflow connections
Connect AI capabilities to websites, service platforms, internal systems, forms, or business APIs.
Access controls and risk boundaries
Set access and output rules around job responsibilities, data sensitivity, and business processes.
Testing and workflow refinement
Review real use cases, output quality, human review, and exception handling beyond an initial demonstration.
Documentation and iteration guidance
Document integrations, interfaces, knowledge maintenance, and options for future improvements.
Set scope and review steps before expansion
A documented use case, data boundary, and review process gives project teams a basis for assessing a specific AI workflow and planning changes.
For public cloud account, network, and logging boundaries, see our Public Cloud Security service.
Select integration scope around specific business needs.
Record document sources, update ownership, and access.
Include interfaces and human review in the process design.
Review roles, data access, and intended use before expanding.