Generate templates directly from your conversations with Kowalah

Making effective buying decisions requires more than just good conversations—it requires structured documentation that builds confidence, aligns your stakeholders, and creates a clear decision trail. Kowalah provides specialized templates for each stage of your buying journey, designed specifically for the unique challenges of AI procurement.

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Why Templates Matter in Your Buying Decisions

When purchasing AI technologies, organizations face several challenges that our templates help address:

  • Knowledge gaps: Most organizations lack specialized expertise in AI evaluation
  • Stakeholder alignment: Technical and business stakeholders need common ground for discussions
  • Decision complexity: AI decisions involve numerous technical, business and governance considerations
  • Audit trails: Organizations need clear documentation of why specific decisions were made
  • Implementation pitfalls: Smooth handoffs between selection and implementation require structured planning

Kowalah’s templates build on best practices from successful AI implementations, helping you avoid common pitfalls and accelerate your decision-making process.

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How Our Templates Work

Kowalah makes template creation conversational and context-aware:

  1. Start from guided prompts in your dashboard using one of our pre-defined tasks
  2. Discuss specific requirements with Kowalah to tailor the template to your needs
  3. Generate a complete template with guidance on how to use it effectively
  4. Save to your project for future reference and team access
  5. Iterate and refine through further conversation

Each template includes not just the structure but also guidance on how to complete it effectively for your specific AI procurement context.

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Templates by Buying Stage

Kowalah provides specialized templates for each stage of the AI procurement journey:

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Problem Identification

Problem Statement Template

Define your AI opportunity with clarity, connecting business challenges to potential AI solutions

Stakeholder Interview Agenda

Structured approach to gathering input from key stakeholders about their needs and concerns

Business Case Template

Comprehensive template for building financial and strategic justification for AI investment

AI Prioritization Template

Framework for evaluating and ranking potential AI use cases based on impact and feasibility

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Solution Exploration

Solution Options Document

Structured comparison of different AI approaches and technologies for your specific needs

Vendor Shortlist Template

Framework for identifying and comparing potential AI vendors and their capabilities

Build vs. Buy Assessment

Comprehensive analysis template for deciding between custom and off-the-shelf AI solutions

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Requirements Gathering

Requirements Document

Comprehensive template for AI-specific technical, business, and governance requirements

Requirements Workshop Agenda

Structured approach to facilitating effective requirements gathering sessions with stakeholders

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Supplier Selection

Vendor Meeting Agenda

Structured guide for effective vendor demonstrations and technical discussions

Supplier Scoring Model

Customizable framework for objectively evaluating AI vendor capabilities

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Benefits of Using Kowalah’s Templates

Save Time

Start with proven structures rather than building from scratch

Reduce Risk

Ensure all important aspects of your buying process are considered

Build Confidence

Create professional documentation that builds trust across your team

AI-Specific Design

Address unique considerations for AI implementation success

Knowledge Transfer

Learn best practices while creating valuable documentation

Decision Consistency

Maintain a structured approach and reduce the fear of making a mistake

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Getting Started with Templates

To begin using templates in your AI procurement process:

  1. Select a task from your home dashboard
  2. Attach to an existing project if appropriate
  3. Discuss your specific needs with Kowalah to customize and complete the template

Templates can be modified through further conversation—simply ask Kowalah to adjust specific sections or add additional elements based on your needs.

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Next Steps

Ready to start creating structured documentation for your AI initiatives?

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