# First AI pilot brief

By Stolen Orbit — revised 24 September 2026.
Guide: https://stolenorbit.com/en/resources/how-to-introduce-ai-in-your-business/

This is a proposed working template. Use real inputs; do not share credentials or unnecessary confidential information.

## 1. Objective

- Process and team:
- Observed problem:
- Desired outcome, described without naming a tool:
- Operational owner and reviewer:
- People involved in the trial:

## 2. Current method and baseline

- Event that starts the process:
- Inputs and tools:
- Steps and approvals:
- Monthly volume and differences between cases:
- Active working minutes per case (sample and period):
- Waiting time between steps, measured separately:
- Current exceptions, corrections and errors:
- How we know a case is completed correctly:

## 3. Pilot scope

- One case type to include:
- Excluded cases:
- Output: suggestion, draft, update or action:
- Approved sources and data:
- Tools that can be read and tools that can be modified:
- Actions requiring approval:
- Handling of missing data or uncertainty:
- Manual fallback and person authorised to stop the flow:

## 4. Compare alternatives

- Native feature already available:
- Rules-based automation without AI:
- AI in a single step:
- Why the selected approach is necessary:
- Constraints and questions to resolve before building:

## 5. Data and responsibilities

- Owner of accounts and access:
- Who authorises the intended use of data:
- Personal or confidential information to exclude or review:
- Relevant specialists for contracts, data and security:
- Agreed access, retention and deletion rules:
- Owner of failures and exceptions:

## 6. Evaluation

- Representative sample and its origin:
- Ordinary, incomplete, ambiguous and out-of-scope cases included:
- Languages, formats or categories to cover:
- Configuration examples kept separate from evaluation cases:
- Expected outputs and review method:
- Measures: correctness, critical errors, review, rework, cost per case:
- Acceptance thresholds agreed BEFORE testing:
- Errors that block operational introduction:
- Trial limitations and cases not evaluated:

## 7. Costs and decision

- Initial budget, including internal work:
- Recurring costs and variable usage:
- Review, monitoring and error-handling effort:
- Final evaluation date and decision owner:
- Conditions for expansion:
- Conditions for revision or narrower scope:
- Stop conditions:
- Deliverables and continuing costs if the pilot ends:

## 8. After any operational introduction

- Operational owner:
- Documentation and training:
- Support arrangement:
- Quality and cost review frequency:
- Changes that require new tests:
- Data/configuration export and decommissioning procedure:

Discuss the project: https://stolenorbit.com/en/contact/