Practical guide / by Saúl López
How to choose who implements AI in your business
Questions and signals for evaluating a person, agency or provider who will implement AI in your business.
| Good sign | Warning sign |
|---|---|
| Asks about cases and exceptions | Offers to “automate everything” right away |
| Separates demo from production | Presents a prompt as a finished system |
| Defines testing and handoff | Only shows the happy path |
| Leaves accounts under your control | Keeps numbers and access in their own company |
Judge the method before the portfolio
An impressive demo can be prepared with perfect data. Ask the provider to work through a real case from your business and say what information is missing. Watch whether they ask about the current process, exceptions, permissions and the consequences of a mistake. That ability to do discovery predicts results better than a list of tools.
The implementer should tell prototype, pilot and production apart. A prototype tests an interaction; a pilot runs with limited scope and users; production requires monitoring, support, security and continuity. If those stages are blurred, you can end up paying for a demo nobody knows how to operate.
What they should answer in writing
Ask which data goes in, where it is processed, what is kept and who can see it. Ask for the list of external accounts, separate costs and the owner of each account. Confirm how knowledge is updated, who approves changes and how to return to a previous version.
Also ask what happens if the system does not know, if a provider fails or if the commercial relationship ends. You should be able to recover data and continue with your essential assets. You do not need to demand all the code on every project, but you should understand dependencies, licences and portability before paying.
- Scope and exclusions
- Acceptance criteria
- Data and permissions
- Third-party costs
- Ownership and portability
- Support, incidents and exit
How to review security without being a specialist
Ask for a simple diagram of the data flow and examples of permissions. A serious provider can explain it without hiding behind acronyms. Check that they use the business’s own accounts where appropriate, strong authentication and minimum access. Passwords should not travel by chat or sit in project documents.
Ask how they test for malicious requests, documents that contain instructions and leakage between clients. No system is infallible, but there should be layers: tool limits, validation, filters, logs and review. “The prompt says not to” is not a sufficient security strategy.
A small contract, a large learning
The first phase should be small enough to stop and real enough to learn from. Define one process, test examples, duration, deliverables and who takes part. Avoid committing to a full transformation before you have checked the collaboration and the quality of the system.
At the end, ask for a review with evidence: which cases passed, which failed, what stays manual and what changed from the start. The decision to expand should come from that review. A good implementer does not need to promise universal results; they can show limits, decisions and verifiable work.
Frequently asked questions
Should I pick whoever uses the newest model?
No. The model is one component. Process design, data, controls and testing usually matter more.
Is it worth paying for a pilot?
Yes when it produces a real capability and real learning. A free pilot can be too superficial or depend on unrealistic conditions.
Which references should I ask for?
Projects comparable in responsibility and risk, not necessarily in industry. Confirm which part was actually in production.
Sources and editorial approach
Our own prices come from IA a Domicilio’s catalogue. Third-party conditions and prices change; check the official source when you get a quote. This guide is a summary of the Spanish original, available here.
Updated: October 26, 2026