Running a Pilot
Start with a focused pilot so you learn fast with low risk.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Leadership |
| Estimated time | 15–20 min |
| Prerequisites | Core setup complete |
| Portal areas used | One department's modules |
| AI used | Configured for the pilot department |
#Purpose
Roll out to one team or department first, prove value, then expand.
#Business outcome
A successful pilot gives you a proven playbook and internal champions before wider rollout.
#Recommended reading order
#Success checklist
You're on track when
- One team is fully live
- You captured what worked and what didn't
- You have champions for wider rollout
#Common mistakes
- Rolling out to everyone at once
- Not capturing pilot learnings
#Best practices
- Pick one motivated team
- Capture learnings to reuse
#Related documentation
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