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Small Business AI TechnologiesIndependent technology evaluation

A 30-minute evaluation reset

Start with one workflow. Leave with one defensible technology question.

Do not begin with a vendor list. Name the job, information boundary, review point, accepted result, fallback, and evidence before choosing an AI delivery pattern.

01

Choose one recurring job

Pick a frequent job with visible inputs and outputs, such as summarizing a meeting, extracting fields, drafting a response, finding an internal answer, classifying a request, or routing work. Avoid a company-wide transformation statement.

  • What triggers the work?
  • Who owns the result?
  • Which information is required?
  • What does a human need to review?
02

Map the smallest delivery pattern

Compare a person using an assistant, an approved feature inside an existing application, a controlled workflow automation, a retrieval layer, and a custom application. Choose the least complex pattern that can test the job safely.

03

Set the data and evidence boundary

Start with public, synthetic, or specifically approved examples. Define the current baseline, test set, reviewer, acceptance rule, stop condition, and exit before access begins.

04

Record one next action

Use a browser-only tool here to structure the conversation, then move the result into your approved system. Keep names, customer records, credentials, confidential facts, and regulated information out of this site.