For leaders and teams who see potential in AI but need to choose the right first use case, decide whether to buy or build, and understand data readiness.
OUR APPROACH
Define the outcome, scope and acceptance criteria before choosing technology, so the investment solves a real problem and remains maintainable.
PROBLEM
Problems to solve before adding another tool.
Many ideas lack a clear priority
Data and existing systems may not be ready
Model cost, security and ownership are unclear
Tool experiments have no measurement plan
OUTCOME
What the project should make better.
Use cases ranked by value, feasibility and risk
A view of data, permissions and integration readiness
Select frequent, measurable work with available inputs.
02
Workflow & Data Readiness
Review actual steps, sources, quality and access.
03
Pilot Design
Set test cases, cost assumptions, human approvals and success measures.
04
Build / Buy Decision
Compare existing tools, custom development and ongoing operation.
PILOT FRAMEWORK
From a business problem to a testable AI pilot
Review work, data and risk before choosing a tool, then define the evidence needed to expand or stop a pilot.
Inputs
Business goal
Current workflow
Data & constraints
→
Outputs
Prioritised use cases
Pilot test set
Success criteria
DELIVERABLES
Deliverables that can be accepted and operated.
01
Stakeholder and workflow review
02
Prioritised use-case shortlist
03
Data, integration and risk checklist
04
Pilot scope and success criteria
05
Next-step roadmap and unresolved assumptions
SCOPE & INVESTMENT
Project scope and pricing inputs
Scope follows the number of teams and workflows, data readiness and depth of technical review. Consulting is scoped separately from implementation and model usage.
01Teams and stakeholders
02Workflows and systems
03Access to representative data
04Prototype or technical-review depth
ACCEPTANCE & OPERATION
Acceptance and operating costs
Project acceptance criteria
Deliver prioritised use cases with data and constraints
Define pilot baseline, pass/stop criteria and decision owners
Separate build, platform and operating costs
Ongoing costs to itemise in the proposal
Usage-based model/API and connected-tool fees
Evaluation and knowledge-source maintenance
Monitoring, permissions and workflow changes
Test coverage and operating responsibilities are agreed for the project before work begins.
From scope to acceptance and handover
01 /
Understand
Discuss goals, audiences and constraints to define a useful scope.
02 /
Design
Make structure and interactions clear before development begins.
03 /
Build & test
Develop the system and test critical journeys across real devices.
04 /
Launch & support
Launch, share documentation and use evidence to guide improvements.
Agree test cases, reviewers, account ownership and support before work. Test critical journeys with approved data before launch.
No. Knowing which tasks take time, how the team works and where information lives is enough to assess whether the first step should be data preparation or an AI pilot.
Do we have to commission development afterwards?
No. The output should support a decision to use an existing tool, buy software or build a custom solution.
How do we judge pilot value?
Agree a baseline such as time per case, error rate or response time, then compare quality, cost and operational risk before scaling.
What do we receive to support the next investment decision?
The agreed scope can include prioritised use cases, required data and systems, a baseline, pilot pass/stop criteria and separate build and operating costs. Define documents and decision owners in the proposal. The recommendation may be to use an existing tool, prepare data first or defer AI development.
NEXT STEP
Have a problem worth scoping clearly?
Share the context, outcome and systems involved. We will help identify the questions to answer before investing.