Select and prepare
Workflow and Pilot Brief
Give the implementation team a clearer brief and reduce avoidable requirement ambiguity.
- Fixed fee
- $4,500
- Duration
- 2 weeks
- Typically bought by
- Function owner or project sponsor
AI Journey Advisory service sheet: https://ai-journey-advisory.pages.dev/services/workflow-and-pilot-brief/
Overview
A supplier needs clear requirements before starting. Define the workflow and acceptance plan.
- Decision it enables
- Agree one workflow, human approvals and pilot acceptance criteria.
- Included scope
- 1 business unit within 1 legal entity; 1 workflow; 1 discovery workshop; requirements and acceptance plan.
| Deliverable | Format | Contents |
|---|---|---|
| Workflow design | Editable document | End-to-end workflow with roles, handoffs and decision points. |
| Requirements | Editable document | Functional, data and integration requirements. |
| Data gaps | Memo | Missing data, quality issues and remediation plan. |
| Acceptance plan | Editable document | Success criteria, testing approach and sign-off process. |
Source: Written scope for this service. Materials are handed over in the formats shown.
How we deliver it
Confirm the shared scope and target workflow.
Map the end-to-end workflow.
Document functional and data requirements.
Identify data gaps and remediation steps.
Define the acceptance plan and success criteria.
Present the pilot brief and record supplier requirements.
How you will know it is complete
- Workflow covers all key steps and decision points.
- Requirements are complete and testable.
- Acceptance plan has clear success criteria.
Why it is worth the fee
- Decision it enables
- Agree one workflow, human approvals and pilot acceptance criteria.
- How to measure value
- Track critical requirements with a named owner and testable acceptance criterion.
- Starting evidence
- Record unresolved workflow decisions and data-access gaps.
- Who tracks it, and when
- Process owner and implementation lead; client tracks clarification requests during delivery.
These are proposed follow-up measures. The fee covers the listed advisory outputs; realised benefits depend on implementation.
Requirements and boundaries
What we need from you
Process owner and two other stakeholders; process documentation; sample information about the three data sources.
Scope boundary
No technical testing, software configuration, coding, integration, agent development or production deployment.
Related services
Next step
Scope Workflow and Pilot Brief for your organisation.
Share the decision and your deadline. We confirm fit, the written scope and the fixed fee before any work starts.