The useful question after an AI pilot is not “How many outputs did it generate?” It is “Did the work improve, and where did it still need a person?”
Define one unit of work
Choose a repeated event with a clear beginning and end, such as a manager finding the current procedure or a rep preparing a follow-up for review. Write down who owns the process, who reviews the output, what qualifies as an exception, and which locations or people are in the pilot. Do not mix unlike requests into one average.
Take a baseline
Observe real examples using the existing process. For each, record the time from request to usable answer, the number of handoffs, whether rework was needed, and whether the answer was correct according to the approved source. Note each case’s complexity so the pilot is not compared against unusually easy baseline work.
Track five measures together
- 01
Quality
Share of reviewed outputs accepted without substantive correction. Keep the wrong examples.
- 02
Cycle time
Time from request to a usable, reviewed result. Include the review step.
- 03
Exceptions
Share of cases escalated or left unresolved, with the reason recorded.
- 04
Adoption
Share of eligible work actually handled through the pilot.
- 05
Capacity
Observed staff time returned to useful work, with its actual use described.
The total is not a return-on-investment claim. Time recovered is capacity until the team shows how that time is used. Keep an evidence link or sample ID for each result presented to leadership.
Download the pilot scorecard (.csv) ↓Review at fixed checkpoints
At kickoff, confirm the source material, reviewer, and exception route. After the first few cases, inspect every error. At the midpoint, compare the five measures and ask the team what they bypass. At the end, choose whether to expand with the same controls, revise the source or workflow, or stop. A rising usage counter alone does not justify expansion.
If the pilot involves customer or employee information, have the responsible team confirm access, retention, and review requirements before the test.
Find your role
Bring one real workflow to the conversation.
Choose the role closest to your work. Each path opens its matching campaign story and demo form. The named characters are fictional composites; the demo should focus on your actual process.
A demo request starts a human conversation. It does not create an automatic booking.
Still choosing what to test? Start with the six-question workflow selection guide.