What this case covers
This retrospective starts from influencer scheduling registration and records the process of a non-technical business person using Codex and Claude to develop a company system. It covers requirement clarification, multi-person trial use, CRM expansion, and calibration of AI sales analysis.
Questions it answers
- How do you turn daily business into clear requirements?
- What is the difference between a one-day demo and a formal system?
- How does multi-person trial use expose missing business rules?
- Why run scheduling first before expanding to CRM?
- How do you calibrate AI sales analysis when it is inaccurate?
Our observations
- Understanding the business brings requirement judgment, and use in real roles fills in the details.
- The value of AI sales suggestions cannot be equated with all closed-deal contribution.
From the author
A demo proves "whether it can be built"; a formal system solves "whether the company dares to hand its business over to it."