Pilot what fits, where it fits.
Phase 2 picks one or two high-impact pilots designed for momentum, not novelty. We introduce AI where it fits naturally and where the team feels ready, with confidence-building enablement built in from week one.
Or browse all five engagement tiers
A tested pilot. A team that believes in it. The evidence to scale.
Six workstreams that turn early signal into a pilot worth defending, with adoption design built in from day one.
Map Workflows Where a Pilot Will Win
Shadow key roles and map hand-offs to find where a small pilot removes friction fastest.
- Shadow key roles, visualize hand-offs
- Rank bottlenecks by time, errors, and morale
- Pick 1-2 pilot candidates with clear owners
Find the Right First Win
Collaborative scoring sessions designed to build buy-in, ensuring the chosen pilot is high-impact and one the team owns.
- Score impact vs. effort with your team
- Validate data and guardrails early
- Define success metrics measurable in week one
Pilot Plan & Phased Rollout
A simple pilot plan with owners, timing, training, plus feedback loops and clear expand/stop criteria tied to value.
- Pilot plan with owners and training moments
- Feedback loops at each milestone
- Clear "expand or stop" criteria
Solution Sourcing & Vendor Management
Compare three paths first: do nothing, process tweak, or AI. Shortlist vendors only if tooling beats the alternatives on fit and cost-to-value.
- Compare "do nothing," process tweak, and AI
- Shortlist vendors only when warranted
- Check cost-to-value against pilot goals
Launch with Confidence, Not Just Training
Psychology-backed methods to manage the human side of change, reduce friction, and build psychological safety from day one.
- Training that builds tech confidence
- Role-based guides and on-call support
- Adoption dashboard to see wins quickly
Launch Support & Troubleshooting
Real-time help during go-live, daily check-ins the first week, and fast fixes from direct feedback.
- Real-time troubleshooting at go-live
- Daily check-ins during week one
- Rapid fixes or pivots based on feedback
Small first wins prove value and build the trust a full rollout depends on.
A focused pilot paired with confidence-building enablement beats a full-on rollout every time. You prove value fast, build trust early, and make adoption easier on everyone when you scale.
Scoped to your pilot. Fixed quote, no surprises.
Start Smart: Pilot, Then Scale
Scoped to Your Pilot
Every pilot is different. Scope depends on your team size, tools, and goals. Most run 6–12 weeks. After a free discovery call, we propose a scoped pilot and fixed project quote.
What you receive
- Pilot Plan with owners, success metrics, and guardrails
- Workflow and bottleneck map for the pilot path
- Confidence-building training and role-based guides
- Supportive launch with on-call help in week one
- Expand/stop decision based on agreed criteria
- Vendor or tooling only if it's the best answer
Start with the 14-day Sprint.
A board-ready governance and adoption package in 14 days, for $9,500. Identifies the right pilot before launching Phase 2.
A 30-minute call. No pitch. No pressure.
A clear conversation about what's worth piloting first and how to design it for adoption from day one.