The 5-Phase Automation & AI Framework: How MSPs Turn AI From an Idea Into a Delivered Service Most MSPs that try to add AI and automation to their service line start in the wrong place. They pick a tool, plug it into one client, and see what happens. MIPLY uses a 5-phase framework instead: Identify Processes, Map Roles & Functions, Define Outcomes, Build The Roadmap, and Build + Deliver. The first three phases are the ones most automation projects skip, and skipping them is the most common reason automation efforts stall. We walk through the full framework in a new video, embedded below. What Is the 5-Phase Automation & AI Framework? It’s a structured path across a client’s core business processes, Sales, Marketing, Finance, and Operations, that takes an automation idea from a vague goal to a delivered, tested workflow. Each phase has a specific job. Skipping ahead to “build something” before the earlier phases are done is why a lot of automation work doesn’t hold up past the demo. Phase 1: Identify Processes This phase maps the steps, systems, and handoffs in a client’s workflow so that everyone, the client and the delivery team, is looking at the same … Continue reading The 5-Phase Automation & AI Framework: How MSPs Turn AI From an Idea Into a Delivered Service