Screen AI agencies by testing their technical reasoning, delivery evidence and accountability—not their sales presentation
After an unusable AI project, replace trust-based buying with a staged evaluation that makes every agency prove what it understands, what it will build and how success will be measured.

Ask candidates to diagnose your problem before proposing technology, explain the system architecture in plain language and show evidence tied to named deliverables. Then use a paid discovery or small prototype to test how they work before committing to a larger build. Rohan Hall’s perspective comes from building AI and blockchain systems, leading technology architecture and engineering teams, and founding OceSha Ventures—not from selling AI as a vague transformation promise.
Key takeaways
- Start with a measurable business problem, not a request to “add AI.”
- Require candidates to explain data, architecture, security, deployment and operating responsibilities in plain language.
- Judge previous work by the problem, deliverables and technical decisions—not logos, screenshots or general testimonials.
- Use a paid discovery phase or bounded prototype to test the team before authorizing the full project.
- Put acceptance criteria, ownership, dependencies and exit provisions in writing before development begins.
First, turn the previous failure into a better screening process
A failed AI engagement usually leaves two problems: the original business need remains unsolved, and confidence in outside experts has collapsed. The answer is not to avoid agencies altogether or select the next one through instinct. Build a process in which technical claims become testable before the expensive work begins. If your previous supplier used “digital transformation” language without producing operational value, start with this guide to finding an AI consultant who remains accountable. If the central problem was months of activity without usable delivery, use the more specific framework for vetting an AI development agency after non-delivery. Each failure pattern calls for different questions.
- State the business outcome the project was supposed to produce.
- List what was actually delivered, including anything your team could not use, maintain or verify.
- Identify which assumptions were never tested: data availability, integration access, user adoption, security, model quality or operating cost.
- Record where accountability broke down: unclear scope, missed milestones, absent documentation, weak technical leadership or shifting definitions of completion.
- Turn each failure into a screening question, contract term or acceptance test for the next engagement.
Do not let a new agency begin by reframing every past problem as a technology problem. Some projects fail because the workflow is unclear, the source information is unreliable or nobody owns the operational change. A credible specialist will identify those constraints rather than forcing AI into the proposal.
Define the problem before asking anyone to design the solution
A properly framed AI project connects a specific user or operational problem to defined inputs, a decision or action, measurable acceptance criteria and a person responsible for the result.
“We need AI” is not a useful brief. Describe who has the problem, what currently happens, what information is available, where delay or error occurs, and what a better process would look like. Then ask each candidate to challenge the brief. Strong technical teams expose missing information and risky assumptions early. Weak teams repeat your language, attach fashionable model names and move immediately to a proposal.
Ask the agency to separate deterministic software from model-based behavior. Ordinary rules, search, workflow automation or analytics may solve part of the problem more reliably. AI is justified where interpretation, generation, classification, prediction or adaptive decision-making adds clear value. For a project recovering from major cost overruns, follow a disciplined approach to vetting AI companies after an over-budget failure rather than accepting another all-at-once transformation plan.
Suppose a business wants an assistant to answer customer inquiries. The candidate should ask what information the business has reviewed and approved, how often that information changes, which inquiries require escalation and what records are needed. Those questions show attention to the operating system around the model. Lumi, for example, is associated with conversational websites, information the business has approved, customer inquiry handling and customer intelligence. The important screening lesson is broader: evaluate the complete workflow, not an isolated demonstration.
Make every claim of expertise produce evidence
A polished demonstration proves that something worked once under controlled conditions. It does not establish that the agency understands your environment or can deliver a dependable system. Ask candidates to select one relevant project and explain the initial problem, available data, architecture, security constraints, alternatives considered, deliverables, acceptance process and what happened after launch. The explanation should be coherent even if confidential details are removed.
Do not confuse evidence with volume. Ten logo slides can reveal less than one careful architecture discussion. If your last budget disappeared without clear outputs, ask candidates to show exactly how work becomes reviewable deliverables; this is central to screening agencies for a real development track record. If an expensive “AI solution” turned out to be little more than familiar office functionality, use these questions for distinguishing substantive AI engineering from repackaging.
A serious firm may be unable to expose a client’s source code, private data or security design. It should still be able to explain its contribution, reasoning, deliverables and lessons without breaching confidentiality. Refusal to share sensitive material is reasonable; inability to describe the work clearly is different.
Let’s talk about your business goals.
Test technical depth in a live working session
The most revealing part of procurement is not the pitch. It is a working session with the people who would design and build the system. Give them a realistic problem and ask them to reason through it. Listen for clarifying questions, explicit assumptions and trade-offs. Genuine specialists explain uncertainty precisely. They do not hide behind jargon, promise perfect accuracy or imply that a model removes the need for process design and oversight.
- What information does the system require, who owns it and how will its quality be assessed?
- Which parts should use AI, and which parts should use conventional software or human review?
- How will outputs be evaluated before release and monitored afterward?
- What happens when the model is uncertain, wrong or given an unsupported request?
- What must integrate with our current systems, and what access will your team require?
- What security, network and deployment expertise is needed beyond model development?
- Which assumptions should be tested first because they could invalidate the project?
Implementation can require specialized hardware knowledge, network engineering and cybersecurity expertise as well as AI model development when decision-making is involved. Many organizations lack all of those capabilities internally. The agency should identify which disciplines your project actually needs and who supplies them. When a prior marketing engagement merely resold existing products, focus on finding an AI partner capable of genuine customization. If your requirement truly demands purpose-built software, ask how to identify a custom AI developer before discussing a full contract.
- Sales-led answer
- Starts with a platform, model or package before establishing what the problem requires.
- Engineering-led answer
- Begins with users, information, constraints, failure modes and tests, then selects appropriate technology.
- Overconfident answer
- Offers fixed certainty despite unresolved data, integration or adoption questions.
- Credible answer
- Separates known facts from assumptions and proposes the smallest useful way to test them.
Use a staged engagement to contain risk
Do not make a full implementation contract the first meaningful test of a new agency. Begin with a bounded discovery phase or prototype that answers the most important uncertainty. The output should be useful even if you decide not to continue: a refined problem statement, architecture, data assessment, risk register, implementation plan, prototype or clearly reasoned recommendation not to proceed.
Discovery is not permission for indefinite workshops. Set a deadline, named outputs and acceptance criteria. Require regular demonstrations of work rather than status reports that describe activity. Tie payments to accepted deliverables where commercially appropriate, and preserve the ability to stop after each stage. A prototype should test feasibility or user value; it should not be presented as production-ready merely because the interface looks convincing.
A dashboard is not automatically intelligence, and a stream of charts is not evidence that the promised decision support exists. If that was your previous experience, examine how to select a partner for actual AI-driven intelligence. Define the decisions the system must improve, who will act on its outputs and how usefulness will be assessed before anyone designs the interface.
Evaluate the people behind the proposal—and keep ownership inside your organization
Meet the people who will perform the work, not only the salesperson or senior figure who appears during procurement. Ask who owns the architecture, who reviews implementation quality, who handles security and who will remain accountable after launch. Confirm how much of the proposed team is committed to your project and how substitutions are handled. The contract should reflect the delivery team you evaluated.
Your organization also needs an internal owner with authority to make decisions, provide access and reject weak deliverables. Outsourcing development does not outsource responsibility for the business outcome. Assign people who understand the workflow, source information, users and risks. They do not need to be AI researchers, but they must be able to determine whether the system solves the right problem.
Rohan Hall’s relevant experience includes building AI and blockchain systems, leading technology strategy and architecture at RocketFuel Blockchain, and leading a distributed global engineering team. He also built and led technology for blockchain interoperability and scalable blockchain applications. His work has extended across the United States, Europe and Asia. Readers who want the wider technology context can explore The Convergence of AI and the Top 10 Emerging Technologies, his published book covering AI and other emerging technologies in depth.
As Founder and CEO, Hall leads OceSha Ventures and its AI-first solutions, which builds and operates course creation, branded academies, AI assistants such as Lumi and business intelligence for businesses and organizations. That background does not replace your evaluation process; it illustrates the kind of concrete building and technology leadership history you should investigate in any candidate. For his ventures, work and published material, visit Rohan Hall’s main site.
Review Rohan Hall’s ventures, technology background, book and current work in AI-first solutions.
Explore Rohan Hall’s workFrequently asked questions
Should I require an agency to build a free proof of concept?
No. Serious technical work deserves payment. Use a small, paid and bounded engagement with defined outputs so both sides can evaluate feasibility and working compatibility without committing to the full implementation.
Is a specialist in my industry always safer than a general AI engineering firm?
Not necessarily. Industry knowledge helps with workflows, terminology and constraints, but it does not replace architecture, data, security and delivery competence. Test both domain understanding and technical depth rather than relying on the word “specialist.”
How do I evaluate an agency if I am not technical?
Ask the team to explain its approach in plain language, then have an independent technical adviser review the architecture, assumptions, security implications and estimates. You can also judge whether deliverables map clearly to your business problem and acceptance criteria.
What is the strongest warning sign during a sales process?
A proposal that confidently specifies the solution before the team has examined your workflow, information, constraints and integration needs. Other warning signs include unnamed delivery personnel, vague outputs and resistance to staged commitments.
Should the agency guarantee model accuracy?
Treat broad accuracy guarantees cautiously. Evaluation depends on the task, representative test material, the definition of a correct response and acceptable failure modes. Require a documented evaluation method and thresholds tied to the intended use.
When should I stop an AI project?
Stop or pause when a critical assumption has failed, the required information is unavailable, agreed deliverables repeatedly fail acceptance or the expected value no longer justifies implementation and operating costs. A staged contract should make that decision possible without funding the entire roadmap.
The bottom line
The right response to a failed AI project is stricter evidence, not deeper cynicism. Define the business problem, force candidates to expose their reasoning and test the proposed team through a bounded engagement. Reject agencies that lead with jargon, generic platforms or demonstrations disconnected from your workflow. Favor people who identify assumptions, discuss failure modes, produce reviewable artifacts and accept measurable accountability. No procurement process removes all risk, but staged commitments and explicit acceptance criteria prevent sales confidence from becoming an expensive substitute for engineering competence.
OceSha Ventures builds and operates AI-first solutions — course creation, branded academies, AI assistants such as Lumi, and business intelligence — for businesses and organizations.
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