JULIÁN MEDINA'S NOTEBOOK
Guides to the decisions that come up when putting technology to work in a business. Examples, questions and practical ways to get started.
No guides match your search.
AI for business
To get started with AI, I would choose a frequent task, information you can access and a result someone can check. Comparing supplier quotes or preparing a sales draft gives you a focused way to learn before handing the tool more responsibility.
AI agents in companies
An agent can contribute inside a business when it has a defined task, business context, the necessary tools and clear boundaries. Our experience shows how much continuity and human review affect the value it can add.
B2B ecommerce
Taking wholesale sales online means bringing your existing trading rules into the digital channel: customer-specific prices, minimums, credit and availability. The work is complete when orders flow into the operation and someone is responsible for handling exceptions.
Applied AI
Choose a frequent task with accessible information, a result you can verify and mistakes you can recover from. A focused task whose current performance you can measure is usually a good place to start.
Applied AI
Measure preparation, execution, review and rework. The return comes from a better overall outcome, whether that means more capacity, higher quality or faster responses, after accounting for the cost of maintaining the solution.
Applied AI
Ask for a comparison of equivalent products, quantities, currencies, taxes, delivery and scope. Keep every value linked to its source and every missing detail visible. A neatly formatted table does not establish that the offers are comparable.
Applied AI
Training works when people can repeat a useful task after the session. Choose activities from their own work, teach them to check the results, and leave instructions they can adapt without relying on the trainer.
Agents
Choose according to the work to be done and the permissions it requires. Product labels vary: answering questions, preparing a document and taking action in business systems call for different evaluations.
Agents
An agent needs current rules, shared definitions, named owners and examples of past decisions. Useful documentation explains what to do in a specific situation and makes it possible to distinguish current instructions from historical context.
Agents
Grant permissions according to the task and the consequences of each action. Reading information, preparing a change and applying it are separate capabilities. Each needs a clear scope and someone on the team responsible for it.
Agents
Test an agent on representative tasks with acceptance criteria defined in advance. Include incomplete information, tool failures and situations that require a person’s input.
B2B ecommerce
Define which system owns customer, pricing, stock and order data, and how each exchange is acknowledged. The integration is ready when you can also identify and recover from rejected or delayed transactions.
B2B ecommerce
Each customer account should see its own price list and terms. Define which rule takes precedence when agreements, promotions and volume discounts overlap, and check the resulting price through to the confirmed order.
B2B ecommerce
The portal needs rules for checking available credit, accounting for pending orders and handling purchases that exceed the limit. Displaying a balance is not a substitute for a sales approval process.
B2B ecommerce
Show stock availability that your operation can support. Physical stock, reserved stock and stock available to sell may differ. The portal needs a shared definition and a rule for handling changes during checkout.
B2B ecommerce
Set minimums by order or product, and quantity increments that match the unit you sell. Buyers should know whether they are ordering individual items, cases or packs before they encounter an error at checkout.
B2B ecommerce
Define how the portal helps salespeople support their accounts, track orders and spot opportunities. Adoption depends on clear sales attribution and a workflow that reduces repetitive work for the sales team.
B2B ecommerce
Start with repeat orders and keep help within reach. Customers should be able to find their products, prices and terms with less effort than it takes to send a message.
B2B ecommerce
Evaluate a platform using your own business scenarios: customer accounts, price lists, ordering units, credit, salespeople and integrations. A useful comparison shows what already works, what needs adapting and how the platform will support future changes.
Digital DNA
I use Digital DNA to mean an organized collection of personal history, ideas, lessons and judgment that gives AI a meaningful context to work from. For me, discovering this approach changed how I connect projects and decisions.
Digital DNA
Keep the goal, current decisions, completed work and next step in a record you can update. Continuity improves when you can retrieve the context that matters without rebuilding the entire conversation.
Digital visibility
Answer a specific question with your own information, verifiable examples, and clear authorship. Make it easier for people and systems to understand what you are stating, what you are basing it on, and what the limits of the response are.
Ideas and judgment
Use AI to explore alternatives and challenge your reasoning. Keep responsibility for defining the goal, checking the evidence and deciding which consequences you are willing to accept.