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Implemention of AI Automation – Thraive’s Two-Phase Approach



Implementing AI applications and automation requires a well-structured approach. Our is based on insights from our experience with system implementations and findings from PwC’s Global Artificial Intelligence Study.


While the below outline our approach, we also tailor our approach to meet our clients' specific needs and the complexity of their business challenges, ensuring a process that is as streamlined and efficient as possible for all project participants.


Phase-1- Steps To Cover The Fundamentals


Your Steps and the Process To Follow Before the Project


Begin with a Target Outcome and set the right objectives:

Begin by defining a clear target outcome. AI automation should focus on existing pain points rather than creating new ones. Clearly defined objectives are essential to ensure technology is used effectively. Advice: To ensure you're not pursuing technology for its own sake, hone in on the routine and the error-prone.


Are you looking to scale the business with more leads, boost efficiency, enhance accuracy, expand the range of services, or increase client satisfaction? Identifying specific problems or opportunities is key. What do you aim to achieve, and how success will be measured?

  • Identify your key goals - whether it's scaling the business with more leads, enhancing accuracy, or improving client satisfaction. Determine which tasks and processes need improvement and how AI can address these areas.

  • Identify opportunities for integrating AI into your existing practices and systems to elevate efficiency and performance.

  • Consider budget and the resources required for implementation, including budget constraints and human resources.

  • Seek a knowledgeable partner early on if you're uncertain about beginning the AI journey. They can help demystify the process and provide valuable support. Remember, choosing the right partner is crucial for successful AI adoption.

  • Don't hesitate to reach out for guidance and support. Our team at Thraive AI Services is ready to assist you every step of the way.




Phase 2- Steps To Deliver the Project and Integrate AI Automation


Understand Business Needs and Existing Gaps


At the heart of our AI audit is a deep commitment to understand your business. We believe that the key to successful AI integration lies in grasping the unique opportunities, challenges and processes that define your company.


Our approach is thorough yet straightforward: we conduct a short survey and we conduct targeted surveys and interviews with key team members responsible for operational tasks.

Our process is designed to capture a broad spectrum of insights, focusing on areas where AI can bring tangible benefits. This includes assessing workflows, understanding employee engagement with existing systems, and identifying any gaps in customer service or operational efficiency. We will review and agree with you tasks that would continue to be performed primarily by humans, with low potential for automation or augmentation. Identify and agree tasks could be fully automated — such as gathering, classifying, and summarizing information on why a customer is contacting the company. And we’ll agree tasks that could be augmented to help your colleagues work more effectively — such as using an AI created summaries to provide a rapid solutions with a human ‘final touch’.


Then we work with you and your team and ensure that the tech we implement is not only technically sound but also delivers the desired benefits and resonate with the unique culture and objectives of your agency.


Identify Existing Systems and AI Utilization:


Our objective is to pinpoint areas where introducing new AI tools can yield maximum return and provide a significant advantage for your firm. To effectively integrate AI solutions into your processes, a clear understanding of your current technology is essential.. We will evaluate how they align with your business needs, what are the user adoption rates, scalability, and integration capabilities with potential AI tools.


Customized AI Implementation Plan:


In the next step we provide a straightforward and practical plan tailored to your firm's needs and objectives. This plan lays out the AI tools and automation we'll be building (or sourcing) and implementing, along with a timeline for development, testing, go-live and post-deployment support. It defines the roles and responsibilities and we include a risk assessment and strategies to address any potential challenges during implementation.



Evaluate AI Service Providers and Software Vendors:


As your virtual 'AI Department,' we take the selection of third-party AI vendors seriously. We meticulously evaluate their reputation, reliability, customer support, and track record, ensuring they understand the needs of the letting sector and their solutions align with your requirements. We also prioritize vendors who comply with stringent data security standards and regulations. Rest assured, at Thraive, we will only work with vendors and implement solutions that promise substantial benefits to your business


A Robust, Reliable Data Foundation and Client Data Protection Measures:


It is crucial to establish a robust, reliable data foundation. We ensure that the data sets are comprehensive, unbiased, and that AI model interactions align with the goals outlined in your implementation plan. Data protection is a top priority for us. We enforce rigorous data security protocols, including data encryption and secure storage solutions. Our robust access controls extend to databases and cloud services, payment methods, applications, and API keys, ensuring comprehensive protection across all critical aspects of your operations. Rest assured, our commitment to safeguarding client data is not just about legal compliance; it's about maintaining the trust and confidence of our clients and upholding the integrity of our service.


Development, Implementation and Staff Training:


For a brief walk-through our services visit


We provide essential training for your stuff prior to go-live and continuous support during the initial adoption phase. Depending on the terms of our agreement, the training we provide may encompass software training, and learning to interpret AI-generated reports, data and insights. We recommend a balanced approach to learning, incorporating on-the-job training, multimedia tutorials, and online courses to provide a solid knowledge and experience.


The success of this transition phase relies on a joint effort between your company and our tech team, aiming to fully onboard all team members. For staff to confidently use AI in decision-making or process automation, they must trust the system, transparency and collaboration is key. Transparency in AI training methods and data sources is essential to build this trust.


Investing in staff training is crucial for effectively leveraging AI tools. Training will not only facilitate employee engagement but will also cultivate an early appreciation for the system's benefits and an agile, learning-centric culture.


Post-Deployment Support, Continuous Monitoring and Adjustment:


Post-deployment, we closely monitor the performance of the AI systems to ensure they align with your firm's objectives. This involves tracking key performance metrics, gathering feedback from your staff and clients, and assessing the impact on your workflow and client satisfaction. Our approach is iterative, anticipating the need for adjustments and refinements based on real-time feedback. This continuous improvement cycle is designed to keep your AI tools effective and aligned with your evolving business needs.

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