Start with a workflow, not a model
A useful pilot begins with a specific task: finding approved information, preparing a document, or routing an operational exception. Define who uses it, what a good result looks like, and who owns the final decision.
Build an evaluation set
Collect representative examples of the task, including difficult cases. Evaluate accuracy, usefulness, response time, and the system’s ability to acknowledge missing information. Repeat the evaluation whenever the model, prompt, or source content changes.
Design for operations
A production system needs permissions, monitoring, failure handling, and a clear support owner. Plan how teams will update knowledge, review feedback, and roll back changes that reduce quality.
Expand with evidence
Use the pilot to learn where AI helps and where it introduces friction. Scale only when the evidence supports it, with documented limits and measurable business goals.
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