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Interactive readiness planner

Make your first pilot
a focused one.

Choose one workflow and check the foundations you already have. Take away a simple plan to discuss with your team.

Which customer workflow comes first?Who will own the pilot?

Check the foundations you have in place.

A named owner for reliable customer recordsAgreed access permissions for the pilotApproved source material and a way to check factsA person responsible for reviewing outputsA baseline and a measurable success criterion

Your answers stay in this page. Use the checklist for planning, rather than as a certification or a prediction of results.

Your pilot brief

A clear next step starts here.

Select a workflow and check your foundations to see a tailored, downloadable plan.

1Choose a workflow

2Review the foundations

3Take away your brief

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