Scope a Pilot

AI workflow implementation for professional-services firms

Build one AI workflow your team can trust.

We redesign one recurring process, test it on real work, and leave your team with a method it can own.

Scope a workflow pilot

Start with the work,
not the tool.

Inputs

  • DOCDocs & reports
  • MAILEmails
  • DATASpreadsheets
  • VOICEMeetings
1Capture

Collect and normalize

2Process

Use tools and judgment

AI workflow

  • 01Understand
  • 02Decide
  • 03Create
3

Useful outputs

  • Drafts
  • Reports
  • Decisions
  • Action items
Memory

Examples

Rules

Preferences

Trusted Workflow Pilot

One workflow. Four to six weeks. A clear decision.

Start with recurring work that is expensive, inconsistent, or difficult to review. We establish the baseline, redesign the process, and test whether the new method is worth keeping.

01

Understand the work

Map the current process, choose the measures that matter, and agree the data and tool boundaries.

02

Build and test

Define AI and human responsibilities, create the working method, and test it on realistic cases.

03

Transfer ownership

Train the team, document the controls, assign an owner, and compare the result with the baseline.

You leave with: a tested workflow, an operating playbook, trained owners, and an evidence-based recommendation.

ScaleReviseAutomate selected stepsStop
Explore the pilot in detail

Evidence before rollout

Measure whether the work actually improves.

We choose the relevant measures with you. The pilot tests the method; it does not assume every metric will move.

  • 01Cycle time
  • 02Avoidable rework
  • 03Output consistency
  • 04Source verification

Strong initial fit

Work that repeats and must survive review.

The best candidates carry meaningful business value, use evidence, and still require a person to own the final decision.

  • Security, risk, and compliance assessments
  • Research and advisory reports
  • Proposals, RFPs, and client updates
  • Evidence-heavy recommendations

Not ready for a pilot?

Examine one workflow first.

AI Workflow Fit ScorecardAssess whether one workflow is ready to test. AI Adoption Gap Field GuideA practical guide to moving from scattered experiments to shared operating methods. The Five GapsUnderstand why AI adoption stalls. Free workflow lessonMap one individual workflow in 30 minutes.

Choose one workflow

Bring us one workflow worth fixing.

We will tell you whether it is a good candidate for a measured pilot.

Scope a workflow pilot

30 minutes · No pitch deck · Honest fit check