Plan your first enterprise AI pilot
Start with one business workflow, a named owner and a clear definition of success.
1. Choose the work
Describe a recurring bottleneck: reconciling spreadsheets, reviewing supplier quotations, finding current policy or coordinating an order across systems. Record how the work is done today and where the delays occur.
2. Identify sources and owners
List the relevant applications, databases, spreadsheets and documents. Confirm who can authorise access, which fields are sensitive and which actions require approval.
3. Agree the acceptance plan
Select a baseline and representative test cases. Include normal work, missing information, conflicting rules and attempted actions outside the user's permissions. Agree who reviews the evidence and accepts the result.
4. Build and review
Connect the agreed sources, validate the business blueprint and configure the selected application or agent. Business users review proposed actions before commitments are made.
5. Transfer the capability
Agree the release checklist, training, runbook and support responsibilities. Retain approved skills, connectors and test cases for future improvement.