All systems operational

The Pilot Approach

Run a focused pilot to prove value and build a repeatable rollout playbook.

#At a glance

DetailValue
AudienceImplementation owner, pilot team
Estimated time2–4 weeks
Portal areas usedThe pilot department's modules
AI usedConfigured for the pilot department; humans approve

#Purpose

De-risk the program by validating configuration, adoption, and value with one team first.

#Business outcome

A successful pilot yields proof of value, internal champions, and a reusable rollout playbook.

#Implementation checklist

1

Pick one motivated department with a real pain

2

Configure only what the pilot needs

3

Run it live for a defined period

4

Capture learnings and turn them into a rollout playbook

#Dependencies

  • Roadmap agreed
  • A willing pilot team

#Risks

Watch for these

  • Choosing a reluctant team
  • Expanding before the pilot proves value

#Success criteria

Done looks like

  • The pilot team is fully live
  • Value is demonstrated with real data
  • A reusable playbook and champions exist

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