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Checklist

From AI pilot to controlled workflow.

  • Define the workflow owner.
  • Name allowed and prohibited AI actions.
  • Identify the system of record.
  • Design approvals and exception review.
  • Instrument logs and telemetry.
  • Define the scorecard before scaling.
Review Your Pilot

FAQ

Common buyer questions.

Why do AI pilots stall before production?

Pilots usually stall because ownership, allowed actions, approval paths, telemetry, system-of-record authority, risk review, and scorecard metrics were not defined before the prototype was built.

What is the most important production-readiness question?

Ask whether the team can defend how the workflow works when AI is wrong, uncertain, or operating at the edge of its allowed action boundary.

When should a pilot be stopped instead of scaled?

Stop or redesign the pilot when it lacks an accountable owner, uses unapproved data, cannot be logged, bypasses a system of record, or cannot show measurable improvement.