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For companies building AI into their product or processes: ten questions on data, trust and production before the first model is chosen.
Our method
It is how we build RAG systems, AI agents, data integrations and revenue diagnostics, and every project goes through the same five stages: whether it is a website that stopped earning, an AI product for a sales team or an assistant for lawyers and clinicians. The model comes fourth. Most of the risk, and most of our work, comes before it.
The five stages
We bring in the data from where the business actually runs: CRMs, call transcripts, documents, spreadsheets, server logs, analytics, practice systems. Not a sample, not a demo dataset.
In practice: REST and SOAP/XML APIsOAuth2WebhooksCRM integrations (HubSpot, Salesforce)Call transcriptsDocuments and PDFsSpreadsheetsServer logsGA4 and Search ConsoleETL pipelinesRead-only access
Seen in: Affiliate Site Turnaround in 10 Weeks · AI Sales-Coaching Product, Working in 8 Weeks
Read the post →Every source has its own idea of a customer, a note or a date. We turn them into one consistent, validated shape, because sophisticated AI on unreliable context still gives unreliable answers.
In practice: Data modelingTyped models (Pydantic)Schema validationEntity resolutionDe-duplicationID mappingTime zones and timestampsChunking and metadata for retrievalPostgreSQL
Seen in: The Data Layer Behind a Practitioner AI Platform · AI Sales-Coaching Product, Working in 8 Weeks
Read the post →Structured outputs, validation, rules alongside the model, fallbacks, provenance, tests and human review where a decision is made. A successful request is not a correct answer.
In practice: Structured outputs (JSON Schema)Tool callingLLM evaluation (evals)Regression testsDeterministic fallbacksGuardrailsHuman-in-the-loop reviewProvenance and prompt versioningAudit trailsPII handlingHIPAA, SOC 2, GDPR
Seen in: AI Sales-Coaching Product, Working in 8 Weeks · A Live Affiliate Site in Three Weeks
Read the post →Only now do we decide what the AI does: score, recommend, write, diagnose, automate. The goal is never AI adoption; it is a measurable outcome.
In practice: RAG (retrieval-augmented generation)EmbeddingsVector databasesHybrid searchAI agentsWorkflow orchestrationMCPScoring and classificationContent generationModel selection by measured quality
Seen in: Affiliate Site Turnaround in 10 Weeks · SuperEscuela: A Free School Built and Written with AI
Read the post →Deployment, monitoring, failure handling, security, tests and feedback from real usage, with one team responsible from the first question to the running system.
In practice: CI/CD (GitHub Actions)ObservabilityStructured logging and correlation IDsRetries with backoffCircuit breakersRate limitingCloud deployment (GCP Cloud Run, Vercel)Cost and latency controlSecurity and data separationFeedback loops from real usage
Seen in: The Data Layer Behind a Practitioner AI Platform · SuperEscuela: A Free School Built and Written with AI
Read the post →People and AI
We use AI throughout analysis and development, because it makes levels of investigation, comparison and iteration practical that used to be too expensive. But we don’t treat model output as truth. Models produce false positives, jump to conclusions and optimize the wrong thing. So the human role moves up, and stays there:
AI accelerates the work underneath that loop. It doesn’t replace accountability.
The stack behind it
We pick tools for the problem, not the other way round. These are the ones we have used in production.
What we won’t build
For companies building AI into their product or processes: ten questions on data, trust and production before the first model is chosen.
A short series on the blog takes each stage and the project that taught us the most about it.
Start the series →Tell us where your data lives and what you need it to do. We will tell you which stage is holding you back, and what the next practical step could be.
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