Choose the task and its acceptance criteria
Begin with one repeatable task: extract fields from documents, answer questions from approved knowledge, or prepare an operations handoff. Select a business owner who can judge the result and a reviewer who can approve its use.
- One user group and a defined set of source materials.
- Approved sample or redacted inputs, with expected outputs.
- Named review points and a list of prohibited actions.
- Baseline effort and quality measures agreed before testing.
How the pilot runs
Configure
Set source access, model route, permitted tools, review gates, and the evidence to retain.
Exercise
Run representative examples, incomplete inputs, conflicting sources, attempted denied actions, and interrupted execution.
Review
Compare output quality and review effort with the baseline. Inspect whether authority checks and record collection behaved as agreed.
Decide whether to continue
The closeout includes test results, sample execution records, unresolved issues, operating notes, and our recommendation. Passing the agreed criteria supports expansion. A fixable issue may call for another test. Excessive review effort, poor output, or unacceptable operating risk can mean stopping the pilot.
Dependencies outside the pilot
One workflow does not replace organization-wide identity, storage, incident response, or governance. Where those foundations need work, we include them in the local AI setup plan. Production access and ongoing support require an agreed scope beyond an illustrative demonstration.