The RUDI Method
Assess. Learn. Apply.
Understand where your team is starting, practice with work that matters to them, and put what they learn into use. RUDI connects those three stages to the decisions, tools, and support your organization needs.
One method, three stages
Ten steps, organized around your team’s progress.
The depth depends on the engagement. A workshop may use a short assessment and a practice task. A department implementation may need a detailed workflow review, a tested pilot, and ongoing support.
Understand the starting point.
Listen to the people doing the work and agree on what should improve.
- Establish the baseline. Review how people already use AI, which tools and policies are in place, and what leaders and employees want help with.
- Assess readiness. Identify differences in understanding, confidence, access, and support. Use those findings to set the pace and scope.
- Set priorities with leadership. Agree on the problem, the outcome you want, and the people responsible for decisions.
- Map the work. Follow a real task through its inputs, decisions, handoffs, and exceptions. Ask where employees spend time checking or redoing work.
- Choose useful applications. Compare possible uses by value, feasibility, risk, and the information they need. Select a manageable starting task.
What you leave withA shared starting point, a priority task, and an agreed scope for training or implementation.
Prepare people to do the work.
Practice in an approved environment with clear expectations and support.
- Choose and prepare the tools. Confirm accounts, licenses, permissions, and approved connections. Match the environment to the task people will practice.
- Make the rules usable. Establish which information people may use, what needs review, when to disclose AI use, and who handles questions or problems.
- Build practical capability. Teach how AI works, how to use it, and how to judge its output. Participants practice on relevant tasks, check the results, and revise their instructions. Adapt the examples and support to different roles and starting points.
What you leave withApproved practice tasks, working instructions, review criteria, and a clear route for help.
Put the learning into use.
Try the change in real work and check whether it helps.
- Run a scoped pilot. Test an AI-assisted task, a connected workflow, an agent, or a small application. Check representative inputs and failure cases. Name the human owner, approval points, and conditions for stopping.
- Measure and improve. Review quality, time, employee experience, and responsible use. Count preparation, checking, and rework. Use the findings to improve the process and decide whether to continue, expand, or stop.
What you leave withA reviewed result, evidence about what helped, and a decision about the next step.
The stages repeat as the work changes. A pilot may uncover a training need, a missing permission, or a task that needs a different approach. Those findings inform the next assessment.
An example
Improve a recurring department report.
Assess: Map how the team gathers information, prepares the report, and checks it. Agree on the approved sources and what a useful result looks like.
Learn: Practice preparing and checking a draft with the tools the team can use. Document the instructions and the figures a person must verify.
Apply: Try the process over an agreed reporting period. Compare the total effort and quality. If repeated preparation is still a problem, scope an automation or small application and test it with the report owner.
Explore department workflow support ↗Throughout the work
Give people the support and authority to manage AI.
Employees help shape the task, test the result, and identify what needs to change. A named person remains accountable for the AI’s work, including when a digital worker runs automatically.
Use RESPECT to check responsible ownership, equitable access, safety, privacy, efficiency and effectiveness, control, and transparency. These checks belong in tool setup, practice, and everyday operation.
Read about our human-centered approach ↗Work with RUDI
Choose the support your team needs now.
A broader readiness assessment can help when priorities or starting conditions are unclear. For an operating agent or workflow, explore managed digital workers.