I start with the outcome, not the model.
I think about an AI product as a system that transforms a goal and a representation of reality into better decisions, actions, and ultimately outcomes. So before I think about agents, prompts, or models, I work through six questions:
Goal → Governance → Capability → State → Observability → Feedback
1. Goal — What outcome are we trying to improve?
First, I identify the user’s goals and choose the primary goal. That goal becomes the most important constraint on the system. It determines which workflow matters, which decisions are valuable, and what success looks like.
For example, in revenue, the goal might not be “summarize calls.” It might be improving win rate, reducing sales cycle, or helping a seller decide where to focus.
2. Governance — What should the system be allowed to do?
Then I define the system’s boundaries: permissions, decision rights, policies, escalation, and where humans need to remain in control.
This is particularly important with AI because capability can exceed what we should actually delegate. I want to distinguish between what the system can do and what it should do.
That leads naturally to progressive autonomy: the system can start by informing or recommending, then earn the ability to take more action as reliability and trust increase.
3. Capability — What intelligence is actually required?
Only then do I determine what the system needs to be capable of.
That might include reasoning, prediction, synthesis, prioritization, planning, recommendation, tool use, or execution. I don’t start with “Where can I put an LLM?” I start with the decision or workflow problem and determine what intelligence is actually necessary.
4. State — What does the system need to know about the world right now?
This is where I define the system’s world model. I think about it as:
Context + Memory + State
- Context is the relatively stable background — who or what something is.
- Memory is history — what happened previously.
- State is current reality — what is true right now.
That distinction matters because the same context and history can produce completely different decisions depending on current state. A good AI system therefore isn’t just retrieving information; it’s maintaining a representation of the world that is relevant to the decision.
5. Observability — How do we know what the system is doing and whether we can trust it?
For AI systems, observability has to go beyond traditional system health. I want to know:
- What did the system see?
- What did it infer?
- What evidence supported the inference?
- What decision did it make?
- What action did it take?
- How confident was it?
- What happened afterward?
That creates the foundation for explainability, evaluation, and trust. Critical calculations can remain deterministic, while inferential components are explicitly evaluated and appropriately gated.
6. Feedback — How does the system get better?
Finally, I design the learning loop.
The action produces an outcome. The outcome generates information. That information updates the system’s understanding and improves future decisions.