Start with the task
Choose one specific process and define who will use it and how answers will be checked. Do not start by choosing the largest model.
Review your document inventory
- Sources and authorised users.
- Formats, quality and OCR requirements.
- Outdated or conflicting versions.
- Personal information and third-party permissions.
- Responsibility for keeping documents current.
Clarify what private means
Ask where the model runs and which components may connect to the internet. An isolated environment needs compatible support and update procedures.
Request a comparable quote
- Exact hardware and tested performance.
- Models, licensing and interface.
- Concurrent users and RAG scope.
- Training, backups and recovery.
- SLA, deposit, taxes and exit terms.
Define what success looks like
Agree test questions and sources. Compare references, quality, review time and behaviour when information is missing. Decide whether to expand, adjust or stop the project.