Common questions

Map the current workflow first: repetitive steps, time spent and frequent errors. Then assess tools against those needs, the budget and the team’s technical capacity. The right choice is the one that fits the operation.

A longer, consistent history can help, but the required amount depends on the question. Six to twelve months of sales, customer or process records may support an initial analysis. Start with a simple model and review its usefulness as more data becomes available.

Security needs to be considered from the outset, including applicable Canadian privacy requirements, including PIPEDA or applicable provincial legislation. Review encryption, access permissions and the handling of sensitive information as part of tool selection and implementation.