Pilot brief
Support knowledge search- Owner
- Service lead
- Data
- Approved support articles and representative questions
- Measure
- Answers supported by an accessible source
- Review
- Test with the service team, then proceed, revise or stop.
AI strategy
Choose the first AI pilot worth running.
Compare the value, data and people behind each idea before committing to a build.
Plan a workshopIllustrative workshop
Use-case decision board
Choose an idea to read the team’s decision and the evidence behind it.
Investigation brief
Invoice exceptions- Owner
- Accounts payable lead
- Data
- Sample invoices, purchase orders and corrected exceptions
- Measure
- Unclear fields correctly flagged for review
- Review
- Check sample coverage and agree which exceptions a reviewer must handle before proposing a pilot.
Decision note
Automated approvals- Owner
- Operations lead
- Data
- Approval rules, delegated limits and previous decisions
- Measure
- Agreement between documented rules and reviewer decisions
- Review
- Keep approvals with people until a process owner confirms authority limits and exception handling.
What you leave with
Prioritised use cases
A shortlist with the value, effort and dependencies behind each decision.
Pilot brief
An agreed owner, sample data, success measure and review point.
Delivery roadmap
A sequence of practical steps for your team and the people involved.