Mathieu RomainIndependent consultant
Stacked wooden cubes: business need, process analysis, business rule, AI and hybrid approach

Business analysis · AI projects

AI changes the solution.Not the analytical rigour.

How I read an AI project as a Business & Functional Analyst.

Projects that embed AI raise new questions: uncertainty, quality of outputs, human oversight, data, risks and monitoring over time.

Here is the framework I would use to address them, drawing on my experience as a Business & Functional Analyst.

My approach

5 steps, from business need to operations.

The framework I would use to structure a project that embeds AI, with decision points at every step.

  1. 01

    Scope

    Does the problem really call for AI?

  2. 02

    Design

    How do we fit it into the process?

  3. 03

    Evaluate

    How do we define what “good enough” means?

  4. 04

    Deploy

    How do we bring it into service under control?

  5. 05

    Operate

    How do we check that it stays good over time?

Zoom 01

Designing AI into the process.

An AI solution is more than the model. The analysis must specify where AI steps in, where people stay in control, which rules apply and what happens in case of doubt or unavailability.

Request receivedAI processingQualitysufficient?YesNoAutomaticprocessingEndHuman review(with context)Approved?YesNoEndEscalation /Manual modeEnd

Zoom 02

Defining and measuring what “good enough” means.

With a probabilistic system, acceptance testing cannot rely on ✓ / ✗ cases alone. Quality must be measured on a representative set of situations, with metrics, thresholds and some zero-tolerance cases.

Example acceptance criterion

IDAI-AC-014
ObjectiveCorrect routing of requests
Metric≥ 95% correct answers
Evaluation set300 real, representative cases
SegmentationFR / NL measured separately
Critical cases0 errors tolerated (to be escalated)

Indicative gain example (per case)

12 minBeforecurrent process9 minAfterfull processAI processing · 2 minHumanreview · 6 minRework · 1 min

Actual gain: 3 min per case (−25%)

Sector focus

In insurance, in practice.

AI cannot be analysed outside its regulatory context. Depending on the use case (underwriting, claims handling, assistance, document processing…), the bar can be higher: sensitive data, bias, explainability, human oversight and obligations under the AI Act and sector requirements (EIOPA, etc.).

  • Use casesUnderwriting, claims handling, assistance, document processing
  • Key concernsData, bias, explainability, human oversight, traceability
  • Regulatory frameworkAI Act (risk classification), GDPR, sector requirements (EIOPA, governance, etc.)

In summary

An analysis framework, not a claim of technical expertise.

This framework draws on the principles and good practices I have studied and consider relevant for approaching a project that embeds AI. It translates the specifics of AI into my own field: understanding the need, designing the process and the functional solution, defining verifiable requirements and supporting delivery, drawing on my experience as a Business & Functional Analyst, particularly in insurance.