Bizzi

Guide to implementing AI in businesses: Roadmap, application methods and practical notes

Businesses that know how to follow the right AI application roadmap – start small, scale smart, measure continuously – will be the pioneers in the AI era in Vietnam.

This article by Bizzi will serve as an “AI journey starter guide” for Vietnamese businesses:

Context: Vietnamese businesses are facing an “AI turning point”

According to a McKinsey survey, 63% global businesses have applied at least one AI technology to their operations – from process automation, customer care to advanced data analysis. This shows that the AI application roadmap is no longer a future trend, but has become a current competitive advantage in management and decision making.

In Vietnam, AI implementation guidance in businesses is considered the "next step of digital transformation", inheriting the stage when businesses have invested in ERP, CRM or data platforms.
However, most businesses are still struggling and facing difficulties. difficulties in implementing AI due to the following reasons:

The current stage is the decisive moment:

Guide to Implementing AI in Business
Guide to implementing AI in businesses is no longer a future trend but has become a current competitive advantage

7-Step Process to Guide AI Implementation in Business

How to apply artificial intelligence is not just a technology problem, but a comprehensive transformation strategy related to data, people and processes. Below is a 7-step process to help Vietnamese businesses start their AI journey systematically and effectively.

Step 1: Assess readiness (AI Readiness)

Before investing in technology, businesses need to examine their current capabilities in four aspects: data, infrastructure, human resources, and budget.

The question to ask:

For example, a manufacturing company has sales data scattered across three different software. When the AI model learns on inconsistent data, the raw material demand prediction results are incorrect → production planning is affected.

Step 2: Define the problem and AI goals

Instead of “chasing the AI trend”, start with a real problem that can be measured effectively.

Some specific examples:

Each problem needs to be associated with a clear KPI and ROI (e.g., reduce 20% in costs, increase 30% in productivity).

A guide to successfully implementing AI in your business is not just a technology problem, but a comprehensive transformation strategy involving data, people, and processes.

 

Step 3: Data Preparation

AI is only effective when the “fuel” is clean data. In fact, up to 80% implementation time is often spent on this step. Enterprises need to build a tight Data Governance process:

Real Case: It took a financial company nearly 6 months to clean 5 years of accounting data before the AI model could be trained accurately.

Step 4: Choose the right AI technology and model

Depending on the goals, businesses can choose between:

Popular platforms: Google Cloud AI, Azure AI, OpenAI API, IBM Watson, or Bizzi AI – a solution combining RPA and finance for Vietnamese businesses.

Additionally, it is necessary to decide how to apply artificial intelligence: AI-as-a-Service (cloud) to save costs, or on-premise (in-house) if high security is required.

Step 5: Testing (Pilot Project)

Don't take a comprehensive AI roadmap from the start. Choose 1-2 small use cases to test, verify the model (Proof of Concept).

Track metrics:

After 3-6 monthsIf the pilot project proves effective, it can be expanded to the entire enterprise.

Step 6: Measure and optimize performance (KPI & ROI)

How to apply AI artificial intelligence is only valuable when make a real impact for business operations. Some commonly used indicators to evaluate performance:

Compare before and after implementing AI methods to quantify the impact, thereby optimizing the model and operating process.

Step 7: Expand and integrate the entire system

Once the AI application roadmap achieves stable results, businesses can expand the application and deeply integrate into the existing ecosystem:

How to apply artificial intelligence in business departments

AI is gradually becoming the “digital right arm” of every department in the enterprise. From finance, marketing to production and customer care – every department can take advantage of applying AI to automate, optimize processes and improve decision-making capacity.

Finance – Accounting: Standardize data & accelerate analysis

How to apply artificial intelligence:

Benefits:

For example, many Vietnamese businesses have taken advantage of Bizzi's invoice processing feature to automatically read and reconcile electronic invoices – saving hundreds of hours of processing time each month.

Marketing & Sales: Personalizing the Customer Experience

How to apply artificial intelligence:

Benefits:

For example: A cosmetics brand uses ChatGPT API to automatically reply to inbox, helping to respond to customers within 5 seconds - increasing the closing rate by 40%.

Manufacturing & Logistics: Forecast, Optimize and Reduce Waste

How to apply artificial intelligence::

Benefits:

For example: FMCG business uses AI to forecast sales demand by region → reduces 20% of inventory and increases 10% of sales.

Human Resources (HR): Recruiting and Developing Talent Smarter

How to apply artificial intelligence::

Benefits:

Customer Care (CSKH): Improve experience - Reduce costs

How to apply artificial intelligence::

Benefits:

5 Common Mistakes When Deploying AI in Businesses

AI offers great potential, but many businesses “stumble” during implementation due to lack of proper strategy and management. Below are 5 most common mistakes causing many AI projects to fail or not be as effective as expected.

Following trends without a clear strategy

Many managers start to guide the implementation of AI in the enterprise just because “everyone is doing it”, not based on real needs. Without an overall AI vision and strategy, leading to a situation where:

The consequences are lWaste of resources, investment costs that do not bring business value.

Missing or unclean data

AI is only smart when the data is good enough. However, many Vietnamese businesses today still store data in fragmented, non-standardized formats or with errors in time and source.

For example, a CRM system stores customer data missing the zip code, while an ERP stores it in a different format – skewing the predictive purchasing behavior model.

Pilot project without specific KPIs

Many businesses deploy AI experiments (PoC) but no defined KPI measurement: What is "success" and what is "effective"?
As a result, after a few months, the project failed to prove its value → it was difficult to convince the management to expand.

For example: Make a chatbot without measuring CSAT (satisfaction level), response time, or conversion rate from interactions.

Too much dependence on third parties, no internal training

Businesses often hire AI providers for the entire package, but do not invest in training internal staff to operate, understand and adjust the model.
When the project ends, the internal team cannot maintain or expand the AI application → “AI dies young” after handover.

No security and monitoring mechanism for AI models

AI uses large amounts of internal data – from customer information to financial information – but many businesses lack access controls or model oversight. Additionally, AI can produce misleading or biased results if not monitored regularly.

AI offers great potential, but many businesses "stumble" during implementation due to lack of proper strategy and management.

Bizzi – Solution for accounting and finance departments in the journey of digital transformation and AI application

Bizzi is a digitalization and automation platform for financial and accounting processes for Vietnamese businesses, with a focus on supporting the finance department to transition from manual operations to “data-driven” and “AI-enabled”. 

Bizzi's platform integrates modules such as: e-invoice processing, expense & budget management, debt management, corporate card integration, payment automation and real-time data analytics.

Bizzi also applies technology such as RPA (Robotic Process Automation), AI (especially invoice processing, anomaly detection) and integrates with existing ERP systems.

Why finance departments need Bizzi when implementing AI

When you read the description AI implementation journey As for “starting from data, process, people”, Bizzi meets data platform + process for finance department.nInstead of starting from “buying big AI software” right away, Bizzi allows to start from automating invoices, cost management & budgeting – the prerequisite step for AI.

For example, Bizzi Bot automatically identifies and processes invoices; budget management dashboard displays real-time; unusual spending alert feature – all help standardize data, make processes transparent, and create “fuel” for AI models. 

Supports integration with existing ERP and accounting systems, helping the finance department not have to change the entire system immediately but still upgrade the digital transformation orientation.

Outstanding features supporting digital transformation & AI

How Bizzi Supports the AI Roadmap for Finance

  1. Start-up step (Data & Process Readiness):
    • Use Bizzi to centralize & standardize data from invoices, expenses, budgets, and accounts receivable.
    • Set up processes to automate repetitive tasks (data entry, checking, reconciliation) – enabling AI models later.
  2. Testing Step (Small Pilot Use-Case):
    • Pick 1–2 scenarios like “automate incoming invoice processing” or “manage project cost budgets” to measure performance with Bizzi.
    • Set KPIs (reduce processing time, reduce errors, increase accuracy) before scaling.
  3. Advanced AI Integration & Scaling Steps:
    • Once the data is clean and the process is good, businesses can combine Bizzi with AI models to analyze cost forecasting, detect fraud, and analyze cash flow trends.
    • Bizzi acts as a “data source & platform” for AI models, helping AI operate more efficiently.
  4. Measurement & Strategic Decision Making:
    • Use Bizzi's dashboards and analytics to track AI application performance (e.g., reduce % time, reduce costs, speed up decision making).
    • Adjust processes, resources, and strategies based on real data.
  5. Nurturing a data culture & AI-mindset:
    • Finance departments need to change from “data entry” to “data-driven analysis and decision making”. Bizzi helps save manual time, allowing finance staff to focus on analysis.
    • Train your team to use Bizzi and understand how to read dashboards, understand analytics – and then deploy complex AI models.
Financial indicators displayed visually on the Bizzi system help CFOs and finance teams make decisions faster, avoiding having to wait for weekly/monthly reports.

Clear benefits for the accounting-finance department

Notes when implementing Bizzi

Although Bizzi has supported automation and AI applications, businesses Don't expect "one time buy, one time run" but need a clear roadmap – start small, measure, then expand. DInput data must be clean, standardized, and well-governed before any AI model can be applied. Bizzi helps with this, but businesses still need to proactively build data governance. Finance staff also need to be trained to apply new tools, understand analytics, and transition from manual to digital operations.

It is necessary to set clear KPIs for Bizzi + AI implementation (e.g. reduce % invoice processing time, increase accuracy, reduce costs, increase decision speed) – avoid falling into “try and stop” because there is no measurement index. Pay attention to data security, compliance with e-invoice laws, expense management – Bizzi has supported related functions but businesses still need internal policies. 

Conclude

Guide to implementing AI in business is not only a tool to optimize performance, but also a strategic leverage helping businesses make data-driven decisions, improve customer experiences, and maintain competitive advantage.
Which business knows? Integrating AI across departments, instead of just discrete applications, will be the people who actually step in Intelligent Enterprise.

However, AI cannot create value if businesses There is no standardized data, digital processes and internal culture ready for changeNo matter how advanced an AI implementation roadmap is, it will fail if the data “inputs” are fragmented, or if the team does not understand how to use the analysis results to make decisions.

Therefore, the roadmap for effective AI application must start from 3 pillars:

  1. Data: clean, centralized and tightly managed.
  2. Strategy: clearly define the problem, KPI and ROI of each stage.
  3. People & Culture: A team ready to apply technology and data-driven decision-making.

In particular, Bizzi plays a strategic role in helping Vietnamese businesses, especially the finance and accounting department, build a solid data foundation and automate core financial processes. Once data and processes have been digitized with Bizzi, businesses can easily integrate AI models to analyze, forecast and make more accurate financial decisions, thereby optimizing operational efficiency and creating sustainable competitive advantages in the AI era.

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