AI Blueprint - your questions answered: A follow-up Q&A from our AI Blueprint Webinar
Following my AI Blueprint webinar, I received a number of questions that we did not have time to cover in the session. The questions below reflect what organisations are actually wrestling with as they think about AI - not the abstract opportunity, but the practical realities of getting ready for it.
Do I need perfect data before I can use AI?
It depends on the type of AI being applied and the area of the business it is being applied to.
Where AI is searching for commonly understood definitions - invoice number, invoice date, purchase order number - it can already be trained on that understanding and hit the ground running. Innovations like Invoice Capture AI are a good example: because the fields are relatively well structured and consistent, AI can deliver value quickly, without waiting for a perfect data foundation.
AI used in reporting can also help improve data sets over time. Where AI needs to be trained on information that is very specific to your business - coding structures, chart of accounts, internal categorisation - then that information does need to be accurate for the AI to make reliable predictions.
The practical approach is to understand the quality of data you have, identify where gaps or inaccuracies exist, and prioritise improvements according to the business problems you are trying to solve. Waiting for perfect data could mean waiting indefinitely. The important point is understanding your data’s limitations, not assuming AI will resolve them for you.
Where should we start with AI?
Start with the business problem.
Ask where there is a process that could be materially improved and whether AI is the appropriate tool to achieve that improvement.
The question to avoid is: “We have AI. What can we use it for?”
The question to start with is: “What are we trying to achieve?”
Do you need to automate everything first?
Not necessarily. The opportunity exists to apply AI in certain use cases before full automation is in place - invoice capture is a good example of this.
However, as AI is applied to more complex tasks with greater layers of complexity, the dependency on broader automation increases. More complex tasks require a greater breadth of data to resolve, and wider automation is what creates that data foundation.
The practical conclusion is that automation creates a stronger foundation for AI adoption at scale - even if you can begin to see value from AI in specific, well-defined areas before that foundation is fully in place.
What does AI readiness actually mean?
AI readiness is having the appreciation and underlying strategy to ensure that any AI deployment is a success.
There is a range of process challenges, different types of AI, and different requirements of the underlying data.
Having real clarity on what challenges can be tackled today with what is currently available - alongside understanding what needs a foundational strategy before it can succeed - is what readiness actually looks like.
It is not simply having access to an AI model. It is knowing which problems you can solve now, and which ones require further groundwork first.
What should finance and procurement teams measure?
That depends on the process and business objective.
Relevant measures can include automation levels, first-time match rates, purchase order compliance, invoices per FTE and other operational KPIs. Betfred, for example, achieved a 47% improvement in AP efficiency following adoption of the Proactis Invoice Capture AI Accelerator.
The important thing is establishing a baseline and then measuring progress against it consistently over time.
What if our systems are fragmented?
Fragmented systems make data accessibility and consistency more difficult.
That is precisely why organisations should examine the source-to-pay process end to end and identify where information is disconnected, duplicated or manually transferred between systems.
Building a more connected, automated foundation is what creates the conditions for AI to work effectively.
Wigan Council is a strong example of what becomes possible once that foundation is in place - working with Proactis to evolve their AP operations, boosting efficiency by 66% and delivering annual savings of more than £120,000.
How do we know what good looks like?
Use a combination of internal performance data, industry benchmarks, analyst research and relevant examples from organisations with similar processes.
The first question should be: Where are we now?
The second: Where could we realistically get to?
Should we use generative AI, machine learning or AI agents?
There is not one universal answer. Different types of AI are suited to different scenarios, and the business problem should determine the appropriate technology - not the other way around.
The more useful third question is not which type of AI to use, but what strategy you are deploying. That means understanding the need to automate, gaining quality adoption, and then enabling the tracking and iterative improvement against best practice performance that allows AI to deliver sustained value over time.
What’s the biggest mistake organisations make?
Starting with the technology.
AI is not a magic bullet. It works best when it is applied to a clearly understood problem within a process that has the right foundations in place.
The question is not simply whether your organisation is using AI.
It’s whether you’re ready to get meaningful value from it.
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