Skip to content
Skip to content

Practical AI project guide · By Yes AI

AI consultant or your IT provider: who should lead?

Published 6 min read

When a business decides to do something with AI, the first call often goes to its IT provider, because they already manage Microsoft 365, devices and security. Sometimes that is the right call, and sometimes the project needs a different set of skills. This guide sets out what each party usually does, where the gaps appear and how to divide the work so nothing falls between them.

Quick answer

Let your IT provider lead when the project is mainly about licensing, configuring and securing AI features inside software you already run, such as switching on Copilot or tidying permissions. Bring in an independent AI consultant when the work is about choosing which processes to change, comparing options across vendors, building a business case, redesigning workflows or setting governance. Either way, a person in your business should be accountable for the outcome, with each supplier's responsibilities written down.

IT support technician and business owner talking beside a network cabinet in a Geelong office
The IT provider knows the systems; someone still has to decide what the business should change.

What does each party usually do?

A managed service provider (MSP) typically looks after accounts, devices, networks, backups, security and software licences, and has privileged access to your systems to do it. An AI consultant works on the business side of the project: which processes to change, whether AI is the right tool, what success looks like, how risks are managed and what to buy or build. A builder or integrator connects systems and writes the automation. Some firms play more than one of these roles, so ask which role they are playing on your project. Your own team owns the process, the data and the decisions.

When should your IT provider lead?

Your IT provider is usually the right lead when AI arrives as a feature of software they already manage. The National AI Centre suggests most organisations start with AI built into existing software, then standalone tools, and only later move to integrations or custom solutions. The first two often sit within an MSP's existing work, with examples below. Even here, someone in the business should decide which staff get access and what information may be used, because those are business decisions.

  • Enabling Copilot Chat or a paid Copilot licence and assigning it.
  • Reviewing SharePoint, Teams and OneDrive permissions before rollout.
  • Controlling which third-party apps staff can connect to company accounts.
  • Applying security controls and logging to AI tools.

When does independent advice help?

Independent advice is most useful when the open question is what to do. That includes choosing between processes, comparing products from different vendors, testing whether a simpler fix would do, building a business case and setting governance. It also helps when your IT provider resells a particular product, because a recommendation from someone who earns a margin on the licence is harder to weigh. Ask any adviser, including us, whether they receive commissions or referral fees from the vendors they recommend, and get the answer in writing.

Who should be accountable for the outcome?

A person in your business should be. The National AI Centre's foundations guidance asks organisations to assign a senior leader as the overall AI governance owner and, as use matures, a specific accountable person for every AI system. It also asks organisations to clarify supply chain accountabilities when several parties are involved, such as vendors, developers and integrators, so you know who to talk to if something goes wrong. Suppliers can recommend and implement, but the business owns the decision to use AI in its processes and the results that follow.

How do you split the work without gaps?

Gaps appear at the handoffs: the consultant designs a workflow that assumes access the MSP has not granted, or the MSP switches on a feature nobody decided how to use. Write a one-page split before work starts, covering the points below, and have every party confirm it. Keep it with the AI register entry for the project. If a supplier changes during the project, update the split on the same day.

  • Who decides which process and use case to pursue.
  • Who sets up accounts, licences and permissions, and who approves them.
  • Who builds integrations and who maintains them afterwards.
  • Who monitors the system after launch and who is called when it fails.
  • Who holds administrator credentials, and how they pass to the business at the end.

What should you ask each party before engaging them?

Ask your IT provider the security questions the Australian Signals Directorate publishes for managed service providers: whether they implement the Essential Eight, how they securely administer client systems, whether they monitor activity, whether they regularly assess their systems and whether they are prepared to respond to incidents. Then ask each party the AI-specific questions below. The answers show which work each can do well and where you need someone else.

  • Which AI projects like ours have you delivered, and can we speak to that client?
  • Do you resell, or receive referral fees for, the products you would recommend?
  • Who on your team will do the work, and what is their AI experience?
  • What will we own at the end: documents, configurations, code and credentials?

Who usually does what in an AI project

TaskIT provider (MSP)AI consultantYour business
Licences, accounts and accessSets up and managesAdvises which roles need accessApproves who gets access
Permissions and security baselineReviews and appliesFlags the data the use case touchesDecides what data may be used
Choosing the process and use caseContributes system knowledgeLeads the analysis and optionsDecides
Business case and success measuresProvides cost inputsBuilds the case and baselineApproves
AI policy and registerSupplies technical detailsDrafts and advisesOwns and approves
Integrations and automationMay build if in scopeSpecifies or builds, depending on the firmAccepts against agreed criteria
Monitoring after launchTechnical monitoring and alertsReviews results if engagedOwns outcomes and handles exceptions

Practical checklist

  • A person in the business is named as accountable for the AI project.
  • The split of work between IT provider, consultant and builder is written on one page and confirmed by each.
  • Each supplier has disclosed any reseller margin or referral fee on the products they recommend.
  • The IT provider has answered the ASD questions for managed service providers.
  • Administrator credentials and configurations will be held by the business at the end.
  • Someone is responsible for monitoring the system after launch, and staff know who to call.

Common questions

Can our IT provider handle the whole AI project?

For projects that are mostly about configuring AI features in software they already manage, often yes. For projects that involve redesigning a process, comparing vendors or setting governance, check whether they have done that work before. Ask for examples and a client you can speak to, and judge them on the same evidence you would ask of anyone else.

Is it a problem if our MSP resells the AI product?

It is a conflict you should know about, though it does not rule them out. A reseller may be well placed to configure the product. The question is whether anyone independent has compared it with the alternatives, including a built-in feature you already pay for or no AI at all. Ask about margins and referral fees in writing before relying on a recommendation.

Do we need both an IT provider and a consultant?

Many smaller projects need only one. If the job is switching on and securing a built-in feature, your IT provider may be enough. If you do not yet know which process to change, an assessment comes first, and the IT provider joins when access and configuration are needed. Larger projects usually need both, with the split written down.

What is the difference between an AI consultant and an AI agency?

Broadly, a consultant helps you decide what to do and an agency builds it, though many firms do both. Our separate guide on AI agencies and AI consultants covers the differences in incentives, deliverables and when each one fits, which helps when you are comparing proposals from both kinds of firm.

Who should hold the administrator accounts and passwords?

Your business should. Suppliers should work through accounts the business owns and can remove access from, with credentials handed over at the end of an engagement. The ASD's guidance for managed service providers stresses secure administration because MSPs often hold privileged access. Record in the register which supplier can access which AI system, and review it when an engagement ends.

Sources and further reading

Continue planning

Turn the project decision into an agreed next step

Describe the business process, project stage and decision you need to make. We can discuss scope, evidence and who should own the next step. Keep confidential records, credentials and sensitive commercial details out of this enquiry.