Companies can begin with a limited evaluation. This helps determine whether the bottleneck is technological, informational or organizational.
Document the current workflow
Record inputs, owners, systems, exceptions and the expected outcome.
Choose a testable hypothesis
Ask a specific question about the value and quality the solution should produce.
Protect information from the start
Define authorized data, tools and access before running a demonstration.
Decide with evidence
Compare the pilot against pre-established criteria and document limitations.