How we work

A clear route from AI opportunity to everyday use

A useful AI project needs a well-defined problem, a workable solution and people who know how to use it.

Our Plan, Grow, Do approach brings those elements together. It gives you a clear view of what we are working towards, what your team needs to contribute and what must be ready before you move forward.

The approach

Plan, Grow, Do at a glance

StageWhat happensWhat you should have at the end
PlanExplore the opportunity, define the problem, review readiness and agree the scopeA shared brief, priorities, responsibilities and measures of success
GrowDesign and build, deploy into a controlled environment, refine with users and train the teamA working solution ready for formal acceptance and launch preparation
DoComplete acceptance testing, resolve launch issues, hand over and go liveAn agreed release, clear ownership and a way to review performance

Testing takes place throughout. Grow includes controlled deployment for development and pilot use. Do includes final acceptance and the agreed production launch.

If you have seen the five delivery steps on our AI product development page, this is where they sit.

PlanUnderstand, and the initial Design
GrowDetailed Design, Build and controlled Deploy
DoProduction Deploy and agreed Improve activity, with ongoing support
01
Plan

Make the problem clear enough to solve

We start by understanding what you want to improve and why it matters.

A request for a product selector might begin with customers struggling to describe a machining problem. A request for an assistant might begin with one technical colleague being interrupted throughout the day. A request for automation might begin with enquiries waiting for somebody to take ownership.

Getting close to that detail helps us define a useful first version.

What we work through

  • The people affected and the outcome they need.
  • The current workflow, delays and repeat work.
  • Available knowledge, product information and system access.
  • The decisions AI could support and those people must retain.
  • The first phase, its boundaries and any later opportunities.
  • Budget considerations, dependencies and practical success measures.

Start with standalone AI consultancy

What your team contributes

Real examples are valuable: typical enquiries, approved documents, current forms and the questions customers repeatedly ask. We also need access to the people who understand the process and can make decisions about it.

The decision before moving on

Do we have a worthwhile problem, a realistic scope and enough information to proceed? If an essential dependency remains unresolved, we identify it before treating the build as ready to start.

Output

An agreed project brief and a clear basis for the next stage. The level of technical detail depends on the discovery scope.

02
Grow

Build it around the work your people actually do

Once the direction is clear, we design and develop the agreed solution. We involve the people who will use it so their experience can shape the result while changes are still manageable.

For a buyer-facing tool, that means testing whether the questions are understandable and the next step is useful. For an internal assistant, it means checking that answers draw on the right information and fit the team’s working practices.

What we work through

We develop the interface and workflow, organise the agreed information sources and implement the integrations included in scope. We deploy into a controlled environment, review real scenarios and refine the experience with your nominated users.

Training begins while the solution is taking shape. People need to understand what it can help with, where its limits are and when they should check or escalate an answer.

59%

of respondents in our lubricants AI readiness research say accuracy is their biggest concern. We use that concern to inform practical design decisions: approved information, suitable checks and a clear route when an answer cannot be supported.

Plan Grow Do AI readiness research. Read the research

What your team contributes

Your subject specialists validate technical content. Your users test realistic tasks. A nominated decision-maker brings feedback together so priorities remain clear.

The decision before moving on

Does the working solution meet the agreed purpose well enough to enter final acceptance? What still needs correcting, and what belongs in a later phase?

Output

A working solution, feedback and issue records, and users prepared for final testing.

03
Do

Test the whole journey, hand over and launch

The final stage checks how the solution behaves in the circumstances your business will face. We work through the agreed acceptance scenarios, resolve issues that prevent launch and make sure responsibilities are understood.

A successful handover includes the practical detail: who owns the content, who receives an enquiry, who investigates a problem and how the business continues if an automated step is unavailable.

What we work through

CheckWhat we are looking for
Normal useThe intended user can complete the task and understand the result
Incomplete informationThe solution asks for clarification or hands over appropriately
Unsupported questionsIt makes its limits clear and uses the agreed escalation route
Technical recommendationsRequired expert review happens before a decision is relied upon
Enquiry handoverThe correct colleague receives the relevant context and owns the next step
Access and permissionsUsers can access the information and actions intended for their role
Service interruptionThe business has an agreed fallback and a way to raise an issue
Training and ownershipThe team understands how to operate, maintain and review the solution

The decision before going live

Have the agreed acceptance criteria been met? Are unresolved issues understood and acceptable? Are the people, documentation and support arrangements ready?

Output

An agreed go-live decision, handover materials appropriate to the project and a clear operating owner. Ongoing support and development are set out in the proposal.

Worked example

What this could look like for a product selector

Illustrative delivery example, not a client result or a fixed package.

Plan

Choose one application area, review the product information and agree which questions distinguish suitable options.

Grow

Build the questions and results, connect the agreed data, test recommendations with specialists and train the team.

Do

Run acceptance scenarios, check the enquiry reaches its owner, hand over maintenance responsibilities and launch.

The first release might cover one carefully defined product family. Learning from that use can inform whether it is worth expanding into another application, region or channel. Explore our product selector.

Measurement

Measure what changes for the buyer and the business

34.5%

of surveyed lubricant buyers expect a reply within three hours. Our Buyer Revolution research also finds buyers looking for a balance between speed and accuracy, rather than speed alone. That is a reason to measure both responsiveness and answer quality, rather than rewarding speed alone.

Plan Grow Do Buyer Revolution research. Speed of response findings · Explore the Buyer Revolution

We agree relevant measures during Plan and use them to assess the result.

Intended improvementUseful measures
Faster enquiry handlingTime to acknowledgement, first substantive human reply and assignment
Less repetitive workTime per task, rework and expert interruptions
Easier product explorationJourney completion, clarification requests and expert acceptance of suggested options
More consistent sellingPreparation quality, completed follow-up and actual use by the team
Better commercial outcomesQualified enquiries and conversion over a suitable period, alongside other factors affecting sales

An automated acknowledgement and a useful answer are different events. We make that distinction when reviewing performance.

Questions

Questions about delivery

How long does a typical project take?

The timetable depends on scope, data readiness, integrations and how quickly decisions can be made. We agree milestones once those dependencies are understood. A focused first phase is easier to plan than an open-ended transformation programme.

Do you test only at the end?

No. Testing begins as the solution develops. The Do stage brings together formal acceptance, operational readiness and the final decision to launch.

Can we start with a pilot?

Yes. A defined pilot can help establish whether a solution is useful before you expand it. We agree what the pilot needs to demonstrate and who will assess it.

Can the scope change?

It can, but the effect on cost and delivery should be visible. We review new requirements and agree whether they belong in the current phase or a later one before proceeding with additional work.

What happens after go-live?

That depends on the agreed arrangement. You may need hosting, maintenance, usage monitoring, support or ongoing improvements. Those responsibilities and costs should be clear before launch.

Next step

Start with the stage you need

If you are still exploring, begin with AI consultancy and scoping. If you have a defined challenge, tell us what you want to improve and we can discuss the delivery work required.

Prefer email? Write to info@plangrowdo.com. Your details are handled under our privacy policy.

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