Two weeks
Plan AB Global Holding / Technology delivery
AI Solutions & Workflow Automation
Turn a useful AI opportunity into a working, governed solution that people can actually adopt.
Discuss this engagement →View a sample output ↓A focused first engagementIndicative duration Starting scope Working format
Start with Workflow Discovery & Pilot Design.
One workflow, one accountable owner and a defined set of users.
Map the workflow, define a guarded prototype and agree its acceptance tests with the implementation partner.
Leave with: A workflow blueprint, prototype specification and a build decision with cost and dependencies to confirm.
What we need from you: A process owner, sample inputs with sensitive data removed and an IT contact for integration questions.
This is a suggested starting format. Scope, schedule, availability and fees are confirmed in a written proposal before kickoff.
Request a starter proposal →The challenge
Where the work begins.
A standalone demo rarely changes an institution. We connect the workflow, user experience, data boundaries and handover required for a dependable result.
Who it is for: Teams ready to move from ideas to a bounded AI implementation.
How we work01 / Frame 02 / Prototype 03 / Validate 04 / Deploy
A focused path from question to action.
Frame
Select one process with clear users, pain points, constraints and success measures.
Prototype
Design a bounded AI assistant, agent or automation with human review where needed.
Validate
Test accuracy, security, usability and integration assumptions with real users.
Deploy
Document ownership, train teams and plan controlled rollout and improvement.
What you receive
Tangible outputs.
Scope and timing are agreed with you; these are the core deliverables we would shape around your context.
- Workflow and solution blueprint
- Scoped pilot or prototype
- Testing and risk-control plan
- Adoption and handover package
In practice
What a first pilot can cover
For example, an internal knowledge assistant can retrieve approved material, draft a response for staff review, log uncertainty and route exceptions. The exact build, integrations and technical partner responsibilities are defined after discovery. Plan AB works with specialist partners including Clariana AI.
See the work
What a working output looks like.
Illustrative sample · fictional scenario · no client dataAn AI pilot acceptance brief
| Pilot component | Required behavior | Test before release |
|---|---|---|
| Intake | Capture requests and flag missing information. | Incomplete requests go to a named reviewer. |
| AI draft | Draft only from approved sources and show citations. | Unsupported answers trigger a fallback; no invented source is accepted. |
| Human approval | A person approves any external message or consequential action. | Audit trail records draft, changes, approver and final action. |
Open the working brief
- Pilot example
- An internal service-desk assistant that prepares a draft response.
- Human control
- The prototype cannot send messages, change permissions or approve requests on its own.
- Acceptance gate
- Agree quality, failure handling, access controls and user testing before production.
- Delivery boundary
- Implementation, licenses, integrations and production support are confirmed in a separate build scope with the relevant partner.
This sample shows the structure and level of specificity of a deliverable. The final output is built around your workflows, people and agreed scope.
Next step
Start a conversation →Bring us the real challenge.
We will frame the right starting engagement around your context and decision.