01 Align on the outcome
Choose one workflow, one accountable owner, a baseline KPI, and the measurable business outcome the pilot must test.
02 Map the workflow and risk
Document the current handoffs, data, responsibilities, constraints, AI opportunities, and decisions that must stay human-approved.
03 Build and evaluate the pilot
Redesign the human-plus-AI workflow and test a working pilot with representative or production-safe data against agreed criteria.
04 Decide the production path
Deliver security, integration, and governance requirements plus a 90-day roadmap and a fixed-scope proposal when continuing is justified.