AuraOne / Enterprise Intelligence / Workflow pilot

Bring one recurring workflow. Decide whether a bounded engagement makes sense.

Bring a recurring operational job that has a clear owner, real inputs, and a measurable quality bar. Together we define the workflow specification, exception handling, and pilot acceptance criteria.

Every pilot begins with a structured workflow brief and a clear operational specification.

Input
One recurring workflow, its systems, examples, and the person who decides what is correct
Output
A complete pilot specification with acceptance criteria and review routing
Qualification pathIllustrative workflow
01
Workflow brief6 of 7 supplied
  • Current processIn
  • InputsIn
  • ExamplesIn
  • ExceptionsMissing
  • Business rulesIn
  • VolumeIn
  • Acceptance criteriaIn
02
Evidence reviewedFit and boundary
  • OwnerNamed
  • BaselineSupplied
  • Boundary2 questions open
  • Acceptance barDefined
03
Scope decisionIllustrative outcome
  • QualifyPropose a bounded scope
  • Request more evidenceSend exception examples
  • DeclineNot a fit, in writing
Workflow qualified · Ready for pilotPILOT_SCOPED

Fit

Four things make a workflow a good first one.

If your workflow has all four, an initial conversation can assess fit and identify the next questions.

It repeats

The same work, every week. Not a one-time project.

Someone owns it

A named person cares whether it gets done well.

You can measure it

There is a volume, a cost, and a turnaround time today.

You can accept it

Somebody can look at the output and say yes or no.

Brief it, assess it, and decide the next step.

Scoping locks the workflow specification, quality bar, and security controls before the first batch runs.

Brief

The workflow and its current evidence.

  • How the work is done today, including workarounds and exceptions
  • The inputs, outputs, systems, volume, and turnaround that matter
  • The person who decides whether an output is correct

Assess

A fit and boundary review.

  • Confirm the owner, recurring volume, baseline, and acceptance bar
  • Identify data rights, security, retention, review, and access constraints
  • Determine whether the evidence supports a bounded engagement

Decide

Pilot specification

  • A clear statement of the workflow candidate and acceptance criteria
  • A list of unresolved questions, assumptions, and responsible owners
  • A complete pilot plan covering workflow rules, reviewer routing, and acceptance metrics

How qualification runs

Each step adds enough evidence to make the next decision explicit.

  1. 01

    Brief

    Describe the input, output, volume, systems, exceptions, and current owner.

    Workflow brief

  2. 02

    Baseline

    Review available quality, cost, turnaround, human effort, and failure evidence for the current process.

    Baseline plan or supplied evidence

  3. 03

    Boundary

    Review rights, security, retention, access, review, and commercial constraints.

    Boundary questions and owners

  4. 04

    Acceptance

    Define who judges the result, which cases matter, and what evidence would support a decision.

    Acceptance criteria

  5. 05

    Finalize pilot scope

    Confirm the acceptance bar, turnaround targets, and batch handoff schedule to kick off the pilot.

    Pilot specification

Pilot deliverables

What the scoping process produces

A clear operational blueprint that aligns engineering, operations, and compliance teams before execution begins.

Workflow
Named recurring job, owner, inputs, outputs, systems, volume, and exceptionsWorkflow brief
Baseline
Available quality, cost, turnaround, human effort, and failure evidenceCustomer-supplied evidence
Acceptance
Named decision owner and measurable definition of correctAcceptance criteria
Constraints
Rights, security, retention, access, review, and commercial questionsBoundary review
Decision
Confirm the acceptance bar, turnaround targets, and batch handoff schedulePilot specification
Rights and ownership
Customer data, workflow outputs, and IP terms are documented upfront before any production data is sharedData governance

What comes out of qualification

How we evaluate workflow readiness during pilot scoping.

What comes out of qualification. How we evaluate workflow readiness during pilot scoping.
OutcomeWorkWhat you receiveProgram fit
A precise workflow candidateDocument the repeated job, required output, current process, and responsible owner.Workflow brief, supplied examples, and acceptance criteria.Ready to proceed to pilot kickoff and sample batch testing.
A list of boundary questionsRecord the rights, security, retention, review, access, and commercial issues that need owners.Open questions, assumptions, and responsible owners.We work with your team to capture a representative sample batch and define the rubric.
A scope decisionChoose a bounded proposal, request more evidence, or decline the workflow.Written qualification outcome and assumptions.We recommend alternative approaches when a workflow is better served by standard deterministic software.

Workflow pilot intake

Tell us enough about the workflow to assess fit.

Share the workflow name, what it produces, who performs it today, approximate volume, systems or files involved, any existing model or API, what an accepted result looks like, whether historical accepted outcomes exist, and the first outcome you need. Keep restricted data out of this public brief.

Preparing the workflow pilot brief…