Updated Sep 20, 2026
For a business considering AI automation, the first useful question is where staff repeatedly move information, check records, or chase missing details. Those steps provide a concrete starting point for a pilot. An impressive demonstration alone does not establish whether a system will help your team.
Choose one process with a clear beginning and end: receiving a customer enquiry, preparing an invoice batch, or collecting documents for review. Write down the systems involved, who makes each decision, and what happens when information is missing. Keep a few representative examples, with sensitive details removed, for testing.
Calculating totals, checking required fields, and routing a request by company usually need explicit rules. AI may help when incoming text or document layouts vary. Treat extracted information as a draft where a mistake could change a customer record or financial document. Decide who reviews it before an action is taken.
A custom portal can provide a shared view without replacing every business application. Identify which systems offer suitable integrations and which require a different approach. Confirm access arrangements before designing around an external portal.
If the pilot works for the people using it, expand to an adjacent process. Results depend on the quality of the inputs and the complexity of the work; a percentage from another business is not a reliable forecast for yours. Ajwa can help map your current process and define a pilot around a measurable operational need.
Discuss how a custom portal or connected workflow could help your team.