Ottawa / Where to startApproval should settle more than the software choice.
An AI proposal can satisfy a feature checklist while leaving important decisions open. A model may be able to read a contract without having authority to change its terms. A partner may operate the software without owning the customer consequence. For an Ottawa commercial team evaluating AI, a useful review connects the proposed capability to existing decision rights, support responsibilities and investment criteria.
01Examine the vendor’s operating assumptions
Separate demonstrated capabilities from configuration, integration and customer responsibilities. Review how the proposal handles access, changing source information, incomplete answers and failure recovery. Ask which functions are included in current licences and which add usage or support charges. Record the evidence still required before signing or expanding the scope.
02Make authority specific to the action
Drafting a response, sharing restricted information and accepting a commercial obligation carry different consequences. Map each permitted action to the role entitled to approve it. Use existing security, privacy and legal owners where their decisions are needed, with an escalation route for cases the workflow cannot safely resolve.
03Give sponsors a decision they can revisit
State the expected benefit, available capacity and recurring cost assumptions. Define evidence for continuing, narrowing or stopping the initiative. A governance review is useful when it helps the sponsor make those choices; requiring another meeting for every low-consequence action may undermine the benefit the project was meant to create.