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AI & Automation

How to Plan an AI Proof of Concept

5 min read

An AI proof of concept should answer a focused question: can a proposed AI solution deliver sufficient business value with acceptable accuracy, cost and risk?

It should not attempt to become a complete production application.

Define one use case

Avoid broad objectives such as “build an AI platform.” Select a specific workflow, user group and desired outcome.

A better scope would be:

Automatically classify incoming support emails and recommend the appropriate department, while allowing an employee to confirm the result.

This provides a defined input, output and evaluation method.

Establish success criteria

Agree on measurable targets before development begins. Depending on the use case, these may include:

  • Classification or extraction accuracy
  • Percentage of cases handled successfully
  • Reduction in processing time
  • User acceptance rate
  • Cost per transaction
  • Response quality and relevance
  • Frequency of unsupported or unsafe answers

Without predetermined metrics, stakeholders may evaluate the PoC subjectively.

Validate the data

Identify where the required information is stored, who owns it and whether it can legally be used.

Review the data for:

  • Completeness and accuracy
  • Duplicate or outdated information
  • Personally identifiable information
  • Confidential business information
  • Access-control requirements
  • Sufficient representative examples

A sophisticated model cannot compensate for unreliable input data.

Design for controlled experimentation

A practical AI PoC normally includes:

  • A small, representative dataset
  • A limited user interface or API
  • One model or a small model comparison
  • Basic integration with relevant systems
  • Logging and evaluation mechanisms
  • Human review for sensitive outputs

Features such as advanced administration, extensive reporting and enterprise-scale infrastructure can usually wait.

Test real and difficult cases

Testing only ideal examples creates misleading results. Include incomplete documents, ambiguous requests, unusual terminology and adversarial inputs.

Failures should be categorised so the team can distinguish between data, retrieval, prompting, model and workflow problems.

Decide what happens next

At completion, stakeholders should receive:

  • Results against agreed metrics
  • Identified limitations and risks
  • Estimated production costs
  • Integration and security requirements
  • Recommendation to proceed, revise or stop
  • Production roadmap and budget range

A PoC that proves an idea is unsuitable can still be valuable because it prevents a much larger investment.

CRUXZ perspective: We structure AI proofs of concept as measurable business experiments, giving stakeholders evidence for a confident investment decision.

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