10 critical questions to ask ahead of AI implementation

May 08, 2019 by Jessica Munday


The year 2019 has been dubbed the “year of AI,” with many publications saying that this will be the year it gains mainstream prominence. Specifically, we will see AI implementation in the workplace.

AI has already made its way into our personal lives as virtual assistants, smart homes and partially autonomous cars (just to name a few examples). Because this technology has done so much to improve our personal productivity, many have grown curious about how this exciting new tech can ramp up business productivity.

More than half of business AI implementation efforts in 2018 were stalled due to a lack of organizational readiness. To prevent your AI implementation efforts from getting delayed, it’s important to be prepared and pragmatic when looking for an AI solution.

Being properly prepared means asking the right questions. You’ll need to have an understanding of the product, processes, ROI and implementation/installation steps as you begin to narrow down the potential solutions. Here are 10 questions to ask every provider on your short list.

1. “What use cases does your product offer?”

Before you get too far along in your decision making, you’ll need to know if a solution you’re considering solves your specific business problems. There are hundreds of sales AI tools out there with varying use cases, but no tool can do it all. Pinpoint your largest problems and ask the shortlisted vendors if they can solve it. Don’t waste your time trying to fit a square peg into a round hole.

2. “What types of PoC/trials do you offer?”

You need to ensure that any potential product can deliver before you decide to implement it, whether that means using a free trial, a PoC or a short-term contract. Make sure the provider allows you to see the ROI for yourself before committing to a long-term contract. Don’t implement blindly without metrics.

3. “How will this affect my current sales process?”

Does this add a new step to your sales reps’ process or does it eliminate one? The goal with AI implementation is to streamline and make your reps’ job easier. If a tool will add a step to your process, really evaluate the other value it will bring your organization and if it is worth changing your current processes.

4. “How will this product integrate with my current sales tools?”

Will this product work with the tools that you already have? If you need a certain CRM or external tool in order for it to work, you’ll need to know that up front. Implementing just one new tool can greatly affect a sales team, but if your reps will need to change how they work with multiple tools in order to use an AI solution, consider overall ROI and if it’s valuable enough to adjust your entire tech stack.

5. “What is the installation process?”

Is it easy to install? Does IT need to be involved? Who needs to service the product? Does each unit need to be set up individually and/or independently? It’s important to know what it will take to get the product up and running. Identify the stakeholders and teams who will need to assist in installation and get a rough timeline on how long this step will take.

6. “What is the learning curve for the end user?”

Will your teams need to be formally trained or is the solution simple and straightforward to use? It’s important that you know the complexity, how user-friendly the UI is and how much effort and time it will take for your team to be productive. Also, ask if they offer any training or onboarding programs.

7. “What types of data or tools will your product need to operate successfully?”

As you narrow down your shortlist to one or two solutions, it’s important to ask your potential provider what they’ll need from you in order to get the trial or PoC up and running. Most AI tools require data sets to learn from, and to demonstrate results. Here are some follow-up questions that will give you a better idea of what you might need:

  • “Which types of data does this solution need to have access to?”
  • “Which existing sales tools need to be integrated with this tool?”
  • “Do I need to perform a data audit/clean up ahead of AI implementation?”

Asking these critical questions before your sales AI system is installed will save you lots of trouble later.

8. “What security measures are built into your product?”

Ensure that both your confidential business data and the data of your customers are under tight lock and key. There are all kinds of security measures that a company could take, whether it be unique encryption keys, blockchain or blind data. Make sure you fully understand their security measures, that no human will have access to your information (unless explicitly granted by you) and that the AI system will not pull data into external systems or databases unless requested.

9. “What are the next steps for implementation?”

Every solution has a different implementation process and steps that need to be taken to get the ball rolling. For example, at Auto Hero we ask for a point of contact, host a Use Case Discovery workshop and then agree to PoC terms based on that workshop. Having an understanding of what comes next helps your organization quickly adjust and adopt this technology and you start seeing results sooner rather than later.

10. “Can the solution be customized to my company’s needs?”

If your organization has very specific needs, it’s important to ask if the solution provider can meet them. Do you need particular workflow models or system integration? Who is responsible for setting up the custom function or feature? Make sure you see the full depth of possibilities before making a final decision.