01 / Choose a complete workflow
Choose recurring work with an accountable owner and available data. Define its inputs, output, review and result recording. Do not commit to four teams at once.
02 / Include workers and decision-makers
Include the employees doing the work, their manager and the relevant executive view. Management data should come from work, not additional dashboard reports.
03 / Set acceptance criteria first
Agree on verifiable measures such as preparation time, useful alerts and workflow completion. Record a baseline, then review results and total cost before expanding.
The takeaway
Back to resourcesThe product vision can be ambitious. The first pilot’s inputs, boundaries and acceptance criteria must be specific.