Somewhere in your business, someone is quietly fixing AI drafts. They swap a generic greeting for a name. They add the deadline the tool never includes. They delete a line that went out of date months ago.
Ask every outside firm that holds your data how it uses AI on your files. Get the answer in writing.
Test every rule you give an AI tool, on a fixed day, every month. If nobody tests a rule, treat it as hope.
Tell customers you use AI, in plain words, before they have to ask.
Most of the AI in your business arrived without anyone deciding to use it.
A 30-person insurance brokerage asks their assistant what the renewal window is for commercial auto. Four seconds later they have the right answer and the right clause. Ten minutes after that, someone asks which clients have renewals falling inside a rate change. The same assistant returns something vague and slightly wrong.
AI gets sold as a magic button. Drop in a problem, get back a finished answer, no work required. It does not work that way.
Series: Building an AI-Ready Business — Part 2 of 3 Part 1: Process problem · Part 2: Writing SOPs · Part 3: Decision logs · Series hub
Most teams treat their SOPs as if they are ready to hand to an AI agent. They are not.
The AI champion sounds like a tools job. New software. New dashboards. New vendor calls. It is not.
"AI-ready documentation" sounds like a tooling problem. It is a formatting problem.