AI Integration Evaluation Framework
Before implementing any AI solution, use this framework to evaluate whether it's appropriate for your context.
Part 1: Prerequisites Check
Before any AI evaluation, confirm these prerequisites are in place:
Process Prerequisites
Data Prerequisites
Organizational Prerequisites
If any prerequisites are missing, address them before proceeding.
Part 2: Use Case Evaluation
Suitability Assessment
Rate each factor 1-5 (1 = Poor fit for AI, 5 = Excellent fit for AI):
| Factor | Rating | Notes |
|---|---|---|
| Task is repetitive and consistent | ||
| Inputs are structured and predictable | ||
| Rules/criteria are clear and documentable | ||
| Volume justifies automation investment | ||
| Error tolerance is reasonable | ||
| Speed improvement would be valuable | ||
| Human judgment is minimal |
Scoring:
- 28-35: Strong candidate for AI
- 21-27: Possible candidate, proceed carefully
- Below 21: AI likely not appropriate
Risk Assessment
Evaluate potential downsides:
| Risk Factor | Impact (L/M/H) | Likelihood (L/M/H) | Mitigation |
|---|---|---|---|
| AI makes incorrect decisions | |||
| Data privacy concerns | |||
| Bias in AI outputs | |||
| Dependency on AI vendor | |||
| Cost exceeds value | |||
| Team can't maintain it | |||
| Stakeholders don't trust it |
Part 3: Implementation Planning
If evaluation is positive, plan implementation:
Scope Definition
What specifically will AI do?
- Input: _______________
- Process: _______________
- Output: _______________
- Boundaries: _______________
Human Oversight
How will humans stay in the loop?
- Review frequency: _______________
- Override capability: _______________
- Escalation triggers: _______________
- Accountability: _______________
Success Metrics
How will you measure success?
| Metric | Current Baseline | Target | Measurement Method |
|---|---|---|---|
Monitoring Plan
How will you monitor AI performance?
- Error detection method: _______________
- Performance dashboards: _______________
- Alert thresholds: _______________
- Review cadence: _______________
Rollback Plan
If this fails, how do you revert?
- Rollback trigger: _______________
- Rollback process: _______________
- Data preservation: _______________
- Communication plan: _______________
Part 4: Ethical Considerations
Impact Assessment
Who is affected by this AI?
- Direct users: _______________
- Indirect stakeholders: _______________
- Vulnerable populations: _______________
What are the potential harms?
Mitigation measures: _______________
Transparency Requirements
Part 5: Decision Matrix
Summarize your evaluation:
| Criteria | Assessment | Weight | Score |
|---|---|---|---|
| Prerequisites met | Yes/Partial/No | 25% | |
| Use case suitability | High/Med/Low | 25% | |
| Risks acceptable | Yes/Partial/No | 20% | |
| Implementation feasible | Yes/Partial/No | 15% | |
| Ethics clear | Yes/Partial/No | 15% |
Recommendation
Based on this evaluation:
Part 6: Post-Implementation Review
Schedule reviews at:
Review Questions
- Is AI performing as expected?
- What errors have occurred?
- How have users responded?
- Are there unintended consequences?
- Should we expand, maintain, or discontinue?
Downloaded from Forward Tech Consulting https://forwardtechconsulting.com