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SIX STEPS TO CHOOSING YOUR AI ASSISTANT


 Finding the right AI platform for financial administration of schools can be a daunting task. Here are some tips to help you get started:

1.    Identify your needs: Before you start looking for an AI platform, it’s important to identify your needs. What are the specific financial administration tasks you want the AI platform to perform? What are the features you need? What is your budget? Answering these questions will help you narrow down your search.

2.    Research: Once you have identified your needs, start researching AI platforms that meet those needs. Look for platforms that have a good reputation in the market and have been used by other schools. Check out online reviews and ratings to get an idea of the platform’s performance. Some suggestions are at Resources and Tips | CONNECTXVR

3.    Evaluate: After you have shortlisted a few AI platforms, evaluate them based on your needs. Check if the platform has the features you need and if it fits your budget. Also, check if the platform is easy to use and if it integrates with your existing systems.

1.    Don’t forget to check with your IT department and if you are a System school is there any impediments?

2.    Five items to use as an evaluation checklist are: functionality, ease of use, integration, cost, support.

4.    Test: Once you have evaluated the platforms, test them out. Most AI platforms offer a free trial period, so take advantage of that. Test the platform’s performance and see if it meets your needs.

5.    Choose: After you have tested the platforms, choose the one that best meets your needs. Make sure to read the terms and conditions carefully before signing up. Check whether it is a professional platform that keeps your data safe; is any data maintained in a silo and where is it located. Privacy is paramount.

6.    Implement: Once you have chosen the platform, it’s time to implement it. Make sure to train your staff on how to use the platform and integrate it with your existing systems.


I hope these tips help you find the right AI platform for your school’s financial administration. If you have any further questions, feel free to ask me!



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