Getting ready to use AI in a smart way is not a single project. It’s a sequence of deliberate steps that build on each other. Skipping steps doesn’t make things faster — it just shifts risk downstream.
Step 1: Know what “your data” actually is
Before AI, organisations need clarity on the basic building blocks they already work with every day: asset lists, procurement lines, invoices, contracts, maintenance records, operational logs. Not abstract “data”, but concrete information that people use to make decisions. If teams don’t agree on what these objects represent, AI has nothing stable to work with.
Step 2: Make information comparable across systems
AI relies on patterns. Patterns only emerge when information is consistent. This means aligning naming, identifiers, formats, and structures across spreadsheets, ERP exports, procurement tools, and client-provided lists. Without this step, AI will confidently analyse differences that are purely artefacts of inconsistency.
Step 3: Create a trusted baseline
AI should not work on raw, unvalidated inputs. A trusted baseline means data has been structured, checked, and reconciled to the point where people are willing to use it for decisions. This is where human validation matters. AI can accelerate structuring and classification, but accountability must sit with the organisation, not the model.
Step 4: Separate descriptive, diagnostic, and predictive use cases
Not all AI does the same thing, and confusion here causes disappointment.
Descriptive analysis answers: what is happening?
This includes summarising spend, asset populations, maintenance activity, or supplier exposure. AI helps by navigating large datasets, generating explanations, and surfacing patterns faster than manual analysis.
Diagnostic analysis answers: why is this happening?
Here AI supports root-cause analysis, comparisons across sites or assets, and linking operational behaviour to cost or reliability outcomes. This only works when the underlying data is consistent enough to compare like with like.
Predictive and prescriptive analysis answers: what is likely to happen next, and what should we do?
This includes failure risk, maintenance planning, inventory trade-offs, or pricing assumptions. These use cases are the most sensitive to data quality. Without a solid foundation, predictions look sophisticated but are unreliable.
Step 5: Decide where AI supports people — and where it doesn’t
Smart AI adoption is not about replacing judgement. It’s about reducing manual effort, surfacing relevant information, and supporting decisions. AI can search historical records, link related data, flag anomalies, and suggest scenarios. Final decisions, trade-offs, and risk acceptance stay with people.
Step 6: Keep flexibility and avoid lock-in
AI tools, models, and platforms will change. A clean, well-structured data foundation ensures organisations can adopt new tools without redoing the groundwork each time. This is what keeps AI initiatives resilient instead of brittle.
When these steps are in place, AI stops being a risky experiment and becomes a practical capability. Analysts spend time on insights instead of preparation. Procurement and operational teams gain confidence in their numbers. Leadership can use AI outputs without second-guessing the inputs. AI becomes a tool that supports the business — not another source of uncertainty.