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▲ AI for Business · Lesson 2 of 4

20Finding & Prioritizing AI Use Cases

A practical method to discover AI opportunities, score them on impact, feasibility and risk, and pick a first pilot that's almost guaranteed to succeed.

⏱ 22 min📶 Intermediate🧪 3-question check

What you'll learn

  • Run a task inventory and process-mapping session
  • Score use cases on impact, effort and risk
  • Use an impact/effort matrix to prioritize
  • Write a one-page pilot brief

Step 1 — Inventory the work

Interview the people doing the work (or yourself) and list recurring tasks. For each, capture:

FieldExample
TaskAnswer Messenger inquiries about rooms and rates
TriggerNew Messenger message
Frequency~60 per day, peaks evenings
Time per instance3–5 minutes
Inputs / systemsMessenger, rates sheet, booking calendar
OutputReply; sometimes a booking
PainSlow nighttime replies lose bookings
Risk if wrongMedium — wrong rate quoted

Step 2 — Score each candidate

CriterionQuestionScore 1–5
VolumeHow often does it happen?5 = many times daily
TimeHow long does each instance take?5 = 15+ minutes
ValueDoes it affect revenue or customers directly?5 = directly drives sales
AI fitIs it language/document heavy with clear examples of good output?5 = very clear
Data readinessIs the needed info available and accessible?5 = in one clean place
Risk (subtract)What's the damage if AI is wrong?5 = legal/financial harm

Priority score = Volume + Time + Value + AI fit + Data readiness − (Risk × 1.5). Anything above ~15 is a strong candidate.

Step 3 — Plot impact vs. effort

Quick winsHigh impact · low effortDo first
Big betsHigh impact · high effortPlan carefully
Fill-insLow impact · low effortDo when convenient
Money pitsLow impact · high effortAvoid
IMPACT ↑EFFORT →

Step 4 — Choose the first pilot

The ideal first pilot is a quick win that is:

  • Visible — people will notice the improvement
  • Measurable — clear before/after numbers
  • Low-risk — a human reviews outputs, mistakes are cheap
  • Contained — one process, one team, 2–4 weeks

Step 5 — Write a one-page pilot brief

pilot-brief.mdtext
PILOT: AI-drafted replies to room inquiries — Sunset Cove Resort

Problem      60 inquiries/day; average first reply 6.5 hours overnight;
             owner estimates 20% of late inquiries book elsewhere.
Solution     AI drafts replies from rates/policies sheet within 2 minutes;
             front desk approves via Messenger inbox; urgent cases flagged.
Scope        Messenger only, English + Tagalog, 4 weeks.
Success      Median first reply < 15 min · 90% drafts approved with light
             edits · inquiry→booking rate up vs. last 4 weeks.
Risks        Wrong rate quoted → rates sheet is the only source; human
             approval on every message during pilot.
Owner        Ana (front desk lead) · Builder: Jae (freelancer)
Cost         Setup ₱25,000 · tools ~₱1,500/month
Decision     Week 4 review: scale / adjust / stop.

Key takeaways

  • Inventory recurring tasks with trigger, frequency, time, systems, pain and risk.
  • Score on volume, time, value, AI fit and data readiness, minus risk.
  • Start with a visible, measurable, low-risk quick win.
  • A one-page pilot brief aligns everyone on scope, success metrics and the go/no-go decision.

Knowledge check

0 / 3

Q1Which is the best first pilot?

Q2In the matrix, high impact + low effort is…

Q3Why include “Decision: scale / adjust / stop” in a brief?

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