Published
Choose a decision with an owner
An AI pilot should begin with a specific operational question: which exceptions deserve review, what information helps an incident investigation, or where planning assumptions need attention. Name the person who will use the result and what they may do with it. A model demonstration without a decision owner rarely establishes business value.
Check the information foundation
Review data completeness, event definitions, time windows, access permissions, and confidentiality. A model can produce a fluent explanation from incomplete context. Keep source references visible and distinguish a supported finding from a hypothesis that needs investigation.
Evaluate against a simple baseline
Compare the proposed approach with existing rules, reports, or manual review. Define useful accuracy, false positives, missed exceptions, response time, and human effort for the actual use case. Test difficult and unfamiliar inputs, not only examples chosen to make the system look effective.
Keep authority proportional to evidence
Begin with advisory outputs and explicit review. Do not grant a model direct control over inventory changes, equipment actions, or customer commitments merely because it can generate an answer. Any execution authority needs its own permissions, validation, auditability, and recovery design. Keep personal and sensitive data out of unapproved tools.
Use with your team
Working checklist
Checks are temporary and are not saved or submitted. Use Print / save PDF for your working copy.
Educational guidance. Apply it to your product, version, operating conditions, and agreed controls; it is not a project-specific solution design.
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