Many small businesses and brokers have to reference a variety of documents to execute core tasks. Often a helpful staff member summarizes it all into another PDF-as-index. Recently, I explored changing a search and hope activity into asking plain language questions of a trained LLM. Working with a mortgage broker, we created a personal research assistant available via a private Discord chatbot. "Morty" references a private vector database about regulations and turns a desktop filesystem task into a personal chatbot available from nearly any networked device.

"_____ cuts thousands of jobs as it embraces AI": The impact on large businesses from AI is real and meaningful. What about small businesses? Although there are real issues to watch for, I'm seeing AI tools help businesses expand while enabling their live staff to focus on where they are best.

Getting ready for an AI project at your business? Cool, what kind? An essential step towards AI success is to understand which usage pattern will address your business need. There are seven key patterns, summarized below.

The CPMAI framework is a methodology for success with AI projects. It helps prevent you from rushing off without a proper grounding in your business needs, data safeguards, and other key factors. A CPMAI certificate holder can guide your organization through these pitfalls to a successful delivery.