Organize: get your information and software ready

1. 4.1File structure and naming
   • Set up a file structure and a naming system for the outputs of your AI skills.
   • AI can help you build both, before your first AI skill exists.
2. 4.2Capture what your people know
   • Recorded walkthroughs and conversations keep what experienced people know, before it retires with them.
3. 4.3What is possible: the two framers again
   • People do not know what they do not know. Examples of the work other contractors have handed to AI, by department, show what is possible.
   • With those examples, decide whether a routine needs to change, or only speed up.
4. 4.4Audit your software for the workflow
   • Audit only the software in the routines you chose, not the whole company.
   • Apps you have to use and that connect: email, Google Workspace or Microsoft 365.
   • Apps each department has to use: check each one against the institute's list of which platforms connect to AI, and how.
   • Apps that don't connect: how to get information out of them.
5. 4.5The line in the sand
   • On one side: what you can set up on your own. On the other: apps that need custom engineering work to connect.
   • Work on the far side of the line is where a certified expert comes in, through your association.

A file structure and naming system, and a software audit for your workflow.