Source and access design
Define the job, inputs, decisions, and boundaries before choosing technology.
KNOWLEDGE ASSISTANTS
Make approved knowledge easier to use.
Help employees find, understand, and apply information from approved policies, documents, and knowledge sources.
Discuss Your NeedsCONCEPTUAL SYSTEM MODEL
01Source and access design
02Answer grounding
03Permissions and review
Clear context · controlled action · human oversight
WHAT IT INCLUDES
A solution that starts with the work to improve.
Answer grounding
Connect steps with visible approvals, exceptions, and ownership.
Permissions and review
Use approved information and route sensitive cases to the right person.
Content maintenance
Test the experience against real work, then improve it with evidence.
HOW IT WORKS
From workflow to a reviewable system.
Scope is defined after understanding the goal and context, with decisions and review points kept visible.
- 01Map the workflow
- 02Prioritize the use case
- 03Design controls
- 04Prototype and connect
- 05Evaluate and improve
Human oversight is part of the design.
We define where AI acts, where people review, and how exceptions and risks are handled.
Start with the right opportunity—not a tool.
Share the workflow or challenge, and start by assessing where AI could add value.