Buyer guide

Checklist for a first controlled pilot

Use this guide to check workflow fit, human review, metrics, ownership, and success criteria before budget is committed.

Pilot checklist

Free guide

Fund the first workflow wisely

The first pilot should have a named owner, human review, a measurable result, and clear success criteria.

Use the checklist to focus internal discussion and make the first deployment decision easier to defend.

Funding checklist

The first workflow pilot should be chosen and scoped like an operating change, not an AI experiment.

01Step 1 of 4

Choose a workflow with visible queue pressure, review effort, and a measurable before-and-after state.
Confirm there is a real owner, a real reviewer, and a real escalation path before pilot scoping starts.
Avoid workflows that depend on unwritten rules, hidden approvals, or unstable source data.

02Step 2 of 4

Define what the AI prepares, recommends, or routes before defining what stays human.
Keep final approvals, ambiguous cases, and high-risk exceptions behind explicit review.
Document how overrides are captured and how that feedback is reviewed after launch.

03Step 3 of 4

Use operating metrics leadership already understands: routing accuracy, handling time, reviewer prep time, escalation rate, and queue health.
Set success criteria before rollout expands.
Review misses, overrides, and backup-path volume as seriously as topline speed improvements.

04Step 4 of 4

Name the business owner, reviewer, and technology owner before implementation begins.
Decide what source systems are in scope and what stays out of scope for the first pilot.
Launch only when the workflow map, system boundary, backup path, and measurement plan are all explicit.

Next step

Once the checklist is clear, bring the workflow to a review or score its fit first.