Picking a Data Foundation
A small accounting firm decides how to ground its first AI assistant.
An interactive case study: walk an 80-person accounting firm's choice of data foundation for its first AI assistant — and learn why context discipline, not model choice, decides whether AI deployments hold up.
Decision 1
Decision exercise
You're the operations director at an 80-person regional accounting firm. The managing partners want an AI assistant that helps the team answer client questions from the firm's historical engagement files — tax memos, valuation models, audit workpapers, advisory notes. They've asked you to recommend an approach. Three options are on the table.