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Principles

Criterion before the solution.

My work starts from 21 years of experience in marketing and entrepreneurship: understanding the problem, weighing consequences and organizing a response that is coherent with the business.

Daniela — Head of Operations and Customer Success (AI agent)
Daniela · Artificial intelligence agent
  1. Understand the business

    Understand how the work actually happens — objectives, constraints and what the operation already does well — before proposing any change.

    In practice

    Investigate the process before proposing a tool, and recognize when the problem is not technological.

  2. Choose by usefulness

    Every decision — simplify, integrate, automate or use AI — starts from usefulness to the business, not from the novelty of the technology.

    In practice

    Assess simplification and integration before adopting artificial intelligence.

  3. Verify information

    Data, numbers and claims are treated for what they are: verifiable or uncertain. An estimate does not become a certainty along the way.

    In practice

    State uncertainty when a piece of information cannot be confirmed, instead of filling the gap with an assumption.

  4. Preserve control

    Governance is not a later adjustment: limits, permissions and approval points are part of the solution's design.

    In practice

    Define access, limits and approvals — with clarity about what the solution can and cannot do.

  5. Take responsibility

    Decisions that require professional responsibility are not transferred to systems or agents. The direction is identifiable.

    In practice

    Keep Renato identified as the lead of the recommendations.

  6. Track results

    Improvement without a reference becomes opinion. What will be observed is defined before starting and reviewed throughout use.

    In practice

    Compare indicators with the context and the starting point, not only with the initial expectation.

These criteria guide the analysis, the choice of solutions and the monitoring of the work. Limits, responsibilities and conditions of application are defined for each project.

From principles to the conduct of the work.

The criteria appear in the steps of the method and in the composition of the team that supports each front.

Is there a concrete business decision at stake?

We can discuss the case and how these criteria would apply to it.