Find your starting point

Potential pilot scenarios · In development

Different starting points.
Context you control.

Choose the situation your team faces. These illustrative scenarios define what a focused pilot would need to prove, not a list of released features.

01 / No formal context yet

Make the unwritten
usable.

The rule lives in a guide, a conversation and someone’s memory. Your AI task needs an explicit decision, not more scattered notes.

“Which customers need an onboarding follow-up?”
  1. Start withAuthorized notes and a domain owner
  2. CreateA scoped rule, exceptions and open questions
  3. TestCan the selected assistant handle the real task?

A useful first result: the owner can inspect the rule and explain why it is valid. Missing facts remain questions.

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02 / Context exists inside a tool

Keep the meaning.
Choose the tools.

Your BI model already defines the business. An internal assistant or service also needs that meaning, with its scope and permissions intact.

“Can our assistant use the definitions we already maintain?”
  1. Start withExisting models and approved definitions
  2. PrepareA versioned package with explicit adapter limits
  3. TestDoes a second consumer use the intended meaning?

First check what your native platform already supports. A pilot should prove added value, not recreate a working semantic layer.

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03 / The business keeps changing

A new policy.
A controlled revision.

The source changes, but a document, prompt or downstream tool may still carry the old rule. See what needs review before treating the update as complete.

“The rule changed. Which tools are still using the old version?”
  1. Start withAn approved reference and a source change
  2. ReviewA proposed revision and affected consumers
  3. TestWhich version is actually used after publication?

A useful maintenance cycle includes owner approval, task checks and evidence from each agreed consumer. Silent policy rewrites are outside the intended workflow.

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Scope before scale

Pick the task.
Prove the useful part.

Source access, supported consumers, outputs and commercial terms are agreed per pilot.