Prove one workflow before you fund a transformation.
A pilot takes one recurring work product, runs representative records through a controlled agent, and reconciles the result beside your current process.
A good pilot has
- A recurring, expensive, reviewable workflow
- Representative source records with known answers
- A person who owns the current output
- Clear exception and release rules
- A result the team can compare against today's process
It does not require
A software replacement, a company-wide license, synthetic ROI promises, or a production deployment before the output has earned trust. Scope and price follow the workflow after discovery.
From representative records to a decision
- 01
Define
Agree on the work product, source records, review owner, and acceptance criteria.
- 02
Reconcile
Run the workflow beside the current process. Route differences and exceptions to the review owner.
- 03
Decide
Review the evidence together: operate the proven workflow, revise the scope, or stop.