How does an FDE map the processes to deploy AI in a real business?
We use 3 sources.
Source 1 is people.
- Companies tell us: "this person's been at the firm for 20 years and they just handle it."
- We hear this from Fortune 50 companies and from SMBs.
- So in finance, you talk to the head of AP, AR, reconciliations, billing, banking, and FP&A. You make a "human API."
Source 2 is the systems of record.
- With real-time access to Salesforce for 3 to 4 weeks, you see what data comes in and how often people correct it.
Source 3 is the documents in SharePoint, Drive, Notion, Slack, Teams, and Gmail.
If you use the system data without the interviews, you miss half of the picture.
The split is different for each company. A large company can have 10 years of Salesforce data. An SMB has most of it in people's heads.
Choose your angle for each company before you build.