Guide
Before AI, Clean The Data First
Useful AI depends on clean records, safe permissions, clear ownership, and real work context.
- For
- executive or manager considering AI, data, reporting, or automation
- Use
- Use this when AI or automation is being discussed before the data is ready.
- First meeting
- Bring the data sources, document folders, reports, user roles, sensitive access questions, and the first automation idea.
Data layer
Clean data means the right people can use the right records safely.
Guide
Use this before you ask for a system.
The goal is simple: understand the work, the users, the data, the risks, and the first useful step before deciding what to build.
Sequence
Useful AI starts with usable data.
Useful automation depends on records and documents that are organised, reviewed, permissioned, and connected to real work.
Source control
Decide what the system can use.
Before adding automation, decide which documents, records, reports, and systems it can use.
First step
Do the preparation work first.
Better search, cleaner reports, organised documents, and clear ownership can create value before an AI assistant is introduced.
Checks
Questions to bring into the first meeting.
These are the practical questions that make a system conversation useful.
Which documents or records should automation be allowed to use?
Who owns and reviews important data?
Which user roles should see sensitive outputs?
Are reports consistent enough to trust?
What cleanup would help before AI is added?
First meeting