HomeHow it works
How a pilot works.Measured from the start.
Three stages, each ending in a decision, judged against your own baseline.
Delivery
Three stages. Stop after any of them.
01Discover
Walk-throughBaselineTool checkProcess owner
You getA written recommendation
02Build and integrate
Sample documents firstShadow periodApproved accessReview queue
You getA working pilot
03Run and improve
MonitoringError reviewsChange controlHand-back switch
You getRegular results reports
Data and safety
Least access. Full traceability.
Approved access
Only what you authorise, nothing wider.
Human approval
You choose which steps run alone.
Audit trail
Source, fields and approver on every result.
Written terms
Retention and storage agreed first.
Pilot acceptance
How a pilot is judged.
Targets come from your baseline. We fill this in together.
Pilot scorecardTemplate
| Measure | Baseline | Target | Result |
|---|---|---|---|
| Handling time per item | Measured in discovery | Agreed with you | Reported in pilot |
| Flags your reviewers confirm | Measured in discovery | Agreed with you | Reported in pilot |
| Issues missed in spot checks | Measured in discovery | Agreed with you | Reported in pilot |
| Review time per flag | Measured in discovery | Agreed with you | Reported in pilot |
| Items handled manually | Measured in discovery | Agreed with you | Reported in pilot |
| Team feedback | Measured in discovery | Agreed with you | Reported in pilot |
Questions
Before you get in touch
Do we need to change our TMS or ERP?+
No. Sometimes configuring what you already have is the answer, and we'll say so.
How long does a pilot take?+
It depends on volume and access. You get a timeline once discovery has set the scope.
Who do we need to involve?+
The process owner, one or two people who do the work, and whoever approves system access.
What if it doesn't work?+
The scorecard will show it, and we'll recommend stopping or changing course.