AI opportunity assessments
Identify suitable tasks, available data, practical constraints, and a meaningful way to evaluate usefulness.
SUN HARBOR TECHNOLOGIES · SOUTHWEST FLORIDA
Practical AI consulting
in Fort Myers.
I help businesses assess where AI can be useful, test a focused use case, and connect it to an existing workflow. Potential projects include searching approved documents, extracting information, drafting summaries, and routing inquiries—with clear data access and human review.
Discuss this service
A POSSIBLE FIRST PORTFOLIO PROJECT
Test document search for your team
A suitable initial portfolio project: a limited assistant that searches a small, approved document collection and provides source references. We test representative questions and agree on how users should verify the answers.
Potential deliverables
- A defined information scope and access requirements
- A limited prototype with source references and evaluation results
- A recommendation on usefulness, limitations, and next steps
Final deliverables, pricing, and timing are agreed before work begins.
AI services with a defined business purpose
We assess the task, the information available, the cost of mistakes, and the ongoing provider costs. A conventional automation or process change may be a better fit; AI is used when testing shows it is useful for the agreed requirement.
Custom AI assistants
Create task-specific assistants that work with approved information and defined business workflows.
Internal knowledge search
Help employees find relevant information in approved documents with source references for verification.
Document intelligence
Extract structured fields, classify documents, and generate summaries for a person to check.
Application & workflow integration
Connect AI capabilities to existing tools, including inquiry routing, drafting, and document processing.
Evaluation & review controls
Evaluate accuracy, define review requirements, and keep important decisions with accountable people.
Examples of AI-assisted workflows
These examples keep a person responsible for reviewing important outputs. They illustrate potential project scope, not guaranteed performance.
- Ask a question
- Search approved sources
- Review the answer
Ask a focused question and review a concise response alongside its sources.
How I deliver your project
Choose the right task
Look for a useful, bounded task and review the data, privacy needs, and consequences of errors.
Evaluate the results
Test representative inputs and compare the results against criteria your business understands.
Integrate with care
Connect the useful capability to your workflow with access controls, review points, and agreed operating costs.
Questions about this service
Do we need AI for every process?
No. Some tasks are better served by a simple rule, a conventional integration, or a clearer process. We use AI where its capabilities fit the requirement and evaluate whether it adds enough value to justify the complexity and cost.
Can an assistant use our internal documents?
Potentially, with an approved data source and appropriate access controls. We review the provider's data handling, your confidentiality requirements, and how users should verify answers before deciding what information the system can access.
Will AI outputs always be accurate?
No. AI can produce incorrect or incomplete results. Representative testing, source references where appropriate, validation, and human approval are part of designing a useful system. Higher-impact decisions require proportionate oversight.
How do pricing and scheduling work?
Selected assessments are complimentary. Implementation, operating costs, and support are agreed separately. I offer approximately 10–20 consulting hours weekly around my full-time role, with evening meetings and remote collaboration.
