Top Highlights
- Start with one important deliverable—like a customer offer—and simplify the workflow by cutting duplicate work and unnecessary handoffs.
- Create a shared business foundation: connect product definitions, rules, trusted data, company knowledge, and live work context so teams and AI use the same picture.
- Put AI agents to work—with people in control: coordinate tasks across teams and systems, while routing approvals and exceptions to the right owners.
- Measure real business impact: track speed, quality, customer outcomes, and actual costs or revenue—not time saved alone. One packaging review workflow cut review time from six hours to 30 minutes.
Start With One Business Outcome
AI creates more value when it improves a complete business process, not just one task. Start with a clear deliverable, such as a customer offer with the right product, price and delivery date.
Then, work with the teams responsible for that offer. Remove duplicate work and unnecessary handoffs, but keep essential checks and approvals. For example, an AI-assisted packaging review cut review time from six hours to about 30 minutes. The full cycle fell from eight weeks to four. Results like these show what a focused effort can achieve.
Give Teams a Shared View
Next, connect the information teams need to make sound decisions. Engineering, manufacturing and sales may use different names or codes for the same product. A shared map of products, relationships and business rules helps teams—and AI tools—work from consistent definitions.
Reliable data matters, too. AI needs current business information, approved company guidance and context about open work, such as pending decisions. Tools such as Palantir Foundry Ontology, Databricks Genie Ontology and Microsoft Fabric IQ offer ways to organize or access this information. However, companies must still resolve conflicting data and confirm that systems fit their needs.
Connect Decisions to Results
Finally, link AI recommendations to the systems where teams design products, plan production, prepare offers and manage delivery. Set clear rules for what AI can handle and what requires human approval. When capacity changes, for instance, AI can identify affected customer commitments and suggest alternatives. A person should approve important changes.
Measure more than speed. Track errors, rework, customer promises kept and actual costs or revenue. A faster process does not automatically produce savings. Start small, verify the impact, and then apply what works to other workflows.
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