Clarify the process
An enquiry stalls because nobody owns the next step. First, define intake, handover and responsibility.
Turn isolated AI experiments into a workflow your team can rely on. With FM24, you choose a specific bottleneck, explore suitable approaches with your employees and define how people, knowledge and systems work together.
Book an appointmentINQA coaching can support employee participation in shaping digital change, including AI and automation. Funding covers eligible coaching, rather than a promised software purchase or completed integration project. The responsible INQA advisory centre assesses whether your project qualifies.
Funding, eligibility and costs in the INQA guideStart with a recurring task: where do questions, duplicate entries or delays arise? Once responsibilities and handovers are understood, we decide what kind of support is appropriate.
An enquiry stalls because nobody owns the next step. First, define intake, handover and responsibility.
A known event should trigger a defined action, such as a reminder or the transfer of approved data. Fixed rules are often sufficient.
Unstructured text needs classification, information needs summarising or drafts need preparing. AI can help when sources are traceable and appropriate review is in place.
Illustrative examples of collaborative coaching work. These are not client case studies or a promise of included technical delivery.
The work follows the INQA phases. Tests and tools are agreed for your project. Employees help shape the approach and need time to test it and give feedback.
We describe the existing workflow, identify participants and select the pilot. This includes data sources, access rights, human approvals and an observable baseline. The result is a shared brief.
The team explores approaches in manageable steps. We examine normal cases as well as missing data, incorrect AI answers and broken handovers. Feedback informs rules, roles and the next test.
We compare experience against the baseline and record limitations. Responsibilities, usage rules and a plan for further work are documented. Outstanding technical tasks go into a separately agreed implementation plan.
Before testing, we agree how to recognise an improved workflow. Without a baseline, an assumption cannot become a demonstrated improvement.
How much handling time and how many handovers does a comparable case require before and during the pilot?
Which answers are correct? Which cases reach a person for review, and does the recovery path work when something goes wrong?
Can the team explain the workflow, maintain sources and continue working during disruption? Who approves changes?
We limit the test to one task, a responsible group and a manageable set of data. Further systems are involved only once subject-matter checks and handovers work. This makes it possible to see why an approach fails or improves.
There is no blanket approval. We distinguish preparatory suggestions from binding actions and define approvals according to the consequences of errors. AI might draft a response, while an authorised person reviews and sends a commitment.
A workflow needs a clear path for missing information, technical failures and uncertain classifications. These cases are deliberately tested in the pilot. A named person needs to see what is unresolved and how to continue handling it safely.
Describe a recurring task, the roles involved, current tools and the desired outcome. Real customer data and confidential documents are not needed for this first assessment. We agree how required data will be handled before an experiment.
We agree relevant comparison criteria and examine similar cases before and during the pilot. Alongside time, we consider errors, rework, exceptions and acceptance. Value is demonstrated only when the observations support it.
Before introducing AI-assisted search, the team decides which source governs each topic and who updates it. Contradictions are made visible. An assistant should not conceal an unresolved rule behind a persuasive answer.
We support companies throughout Germany. Together, we plan a way of working that allows the employees involved to shape the project and carry out tests in their business. Whether and when on-site sessions help is agreed for each project.
A rejected approach can still provide useful insight. We record whether data quality, effort, risk or a lack of value argues against deployment. This leads to an adjustment, another approach or a deliberate decision to leave that task outside AI for now.
Discuss your bottleneck with us. We will narrow down a meaningful AI or automation project and consider whether INQA coaching could be the right next step.
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