Begin with a task, not a tool
Describe a workflow that the team already understands. Identify the inputs, decisions, outputs, and handoffs before choosing an AI approach.
Check the information available
Consider whether the documents, knowledge, or examples needed for a pilot are accessible and suitable for the intended use.
Keep review points visible
Define when a person must review the output or handle an exception. Confidence, data sensitivity, and the impact of an error should inform those decisions.
Set a useful evaluation
Agree how the pilot will be reviewed using representative tasks. A clear comparison with the current process helps determine the next step.