On-Prem AI Readiness Checklist

A practical checklist for deciding whether local AI tools make sense for sensitive files, private workflows, or limited cloud use.

Tip: use your browser print dialog to save this checklist as a PDF.

Good Fit

On-prem AI is most useful when privacy, control, or repeatable internal workflows matter.

Identify sensitive documents or workflows that should not be uploaded to cloud AI tools.List repetitive tasks where local AI could help, such as summarizing internal notes or searching policy documents.Decide who is allowed to use local AI tools and what business data they can access.

Device and Data Basics

Confirm the computer or server has enough storage, memory, and graphics capability for the intended AI workload.Store local AI files in a business-controlled location, not on a personal laptop with no backup.Keep source documents organized so the AI tool only searches approved folders.

Security Checks

Use separate user accounts instead of one shared login.Keep the AI software, operating system, applications, and browser updated.Back up important local AI configuration files, prompts, and approved document folders.Review outputs before using them with customers, vendors, or financial decisions.

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