01 / Fix the baseline and sample
Compare similar tasks before and during a pilot. Record volume, complexity and people involved. Do not attribute ordinary business variation to AI.
02 / Count useful results
Track accepted drafts, resolved blockers and completed follow-ups, alongside false alerts, rework and failures. Sending a reminder is not resolving a business problem.
03 / Decide whether to expand
Include software, integration, implementation, adoption effort and model usage. Expand only when the next team has the data and a defensible value case.
The product vision can be ambitious. The first pilot’s inputs, boundaries and acceptance criteria must be specific.