Example: from incoming inquiry to prepared response
Today: An employee reads an inquiry, searches several systems, copies information, drafts a response, and updates the customer record.
Pilot concept: Classify the inquiry, retrieve approved information, flag missing details, prepare a draft, route it to a human reviewer, and record the approved outcome.
This is an illustrative approach. Feasibility depends on your systems, access permissions, information quality, and business rules.
What is included in the agreed scope
- Current-state mapping and a defined future-state workflow.
- A working pilot evaluated against representative examples.
- Clear review points and exception handling.
- User guidance and documentation.
- A recommendation to refine, expand, or stop.
Measure the work that matters
We agree on a baseline and success criteria before building. Depending on the workflow, useful measures include handling time, rework, quality, exception rates, and employee usage. Evaluation includes the effort required for human review.
Move from pilot to implementation
Broader implementation can extend successful workflows through additional integrations, approved knowledge sources, and team rollout. The next scope follows what the pilot demonstrates.
Does AI need access to everything?
No. Access should follow the workflow’s needs. We identify necessary information, permission boundaries, approval points, and exception handling during design.
What happens if the pilot does not meet the criteria?
We review the cause and recommend a targeted change or a stop. A pilot should support an informed decision about further investment.
Need help choosing a use case? Start with an AI Opportunity Diagnostic.