The pre-project survey is a mandatory stage before the industrial implementation of the "AI Consultant" system. Based on the survey results, a technical specification, target architecture of the solution, and an accurate assessment of implementation costs are formed.

The survey is conducted by a team of analysts and engineers together with key specialists from the client side: system users (lawyers, HR, salespeople, analysts), IT service, and department heads.

Duration: from 2 to 4 weeks (depends on the scale of the enterprise, volume of documentation, and number of connected systems)

What is included

1. Audit of current business processes

• Study of the existing process for information search, consulting, and document handling
• Identification of decision-making points and areas of responsibility
• Analysis of the current workload on employees when answering typical questions
• Assessment of the volume and nomenclature of processed documents (contracts, instructions, directories, guidelines)
• Identification of bottlenecks and time losses (long searches, duplication of answers)

2. Work with key specialists

• Interviews with direct users of the product (lawyers, HR, salespeople, analysts)
• Interviews with IT specialists and system administrators (1C, CRM, document storage)
• Interviews with department heads
• Collection of requirements and expectations from the system (what questions should be asked, what documents to upload)

3. Data and systems analysis

• Definition of data and file formats (PDF, DOCX, XLSX, TXT, images, books)
• Inventory of used systems (1C: Document Management, corporate portals, file storages, CRM)
• Preliminary analysis of accounting and related systems
• Assessment of the quality and completeness of the knowledge base (relevance of instructions, availability of directories)
• Analysis of historical data on queries and responses

4. IT infrastructure analysis

• Assessment of server capacities for local system deployment
• Analysis of network infrastructure
• Assessment of readiness for integration with 1C: Document Management (when choosing the Professional version)
• Definition of hardware requirements

5. Formation of target architecture

• Designing the target interaction scheme of AI Consultant with existing systems (1C, portal, storages)
• Definition of the composition of modules and system configuration
• Recommendation on the choice of product version (Basic, Standard, Professional)
• Definition of implementation stages

6. Preparation and agreement of technical specifications

• Formation of functional requirements (what documents to upload, what parameters to configure)
• Description of system usage scenarios (consultation on contracts, searching for instructions, drafting letters)
• Definition of acceptance criteria (accuracy of responses, speed, completeness of document coverage)
• Agreement of technical specifications with the client

7. Assessment of implementation costs

• Formation of a detailed work plan for implementation
• Assessment of labor intensity and timelines for each stage (agent configuration, knowledge base upload, integration, training)
• Calculation of the final cost of industrial implementation
• Formation of a commercial proposal

Survey Results

As a result of the pre-project survey, the client receives:

• Survey Results Report — description of the current state of processes, identified problems, and recommendations
• Target Architecture of the Solution — interaction scheme of AI Consultant with enterprise systems
• Technical Specification for Implementation — agreed document with functional requirements and acceptance criteria
• Recommendation on Product Version — justification for choosing the optimal version (Basic, Standard, Professional)
• Implementation Schedule — stages, timelines, responsible parties
• Commercial Proposal for Implementation — detailed assessment of the cost of industrial implementation

Procedure