Insights / Decision framework
Choosing between automation, AI, and custom software
A decision framework for teams that know a workflow is broken but are not sure what kind of solution should come first.
Start with the work pattern
Technology selection becomes clearer when the team looks at the work itself: how often it happens, how much variation exists, what data is available, and where mistakes create risk.
Automation, AI, and software solve different problems
Rules-based automation is strong for repeatable steps. AI is strong for interpreting unstructured input. Custom software is strong when a business needs a controlled workflow, user roles, reporting, and long-term scalability.
The best solution is often a system
Many high-value projects combine all three: software for the workflow, automation for repeatable steps, and AI for judgment support where it is appropriate.