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Phase 2 - Start Smart
Pilot 1–2 high-impact, high-ROI improvements first, using AI or other tools where it is the best fit.
What's Included in Phase 2
Strategic collaboration that transforms processes and delivers measurable results from day one!
Map Workflows Where a Pilot Will Win
We shadow key roles and map hand-offs to see where a small pilot will remove friction fastest.
- Shadow key roles & visualize hand-offs
- Rank bottlenecks by time, errors, and morale impact
- Pick 1-2 pilot candidates with clear owners
Use Case Identification & Prioritization
Collaborative process designed to build buy-in. We facilitate sessions where your team scores use cases, ensuring the chosen pilot is high-impact and one they feel ownership over.
- Score impact vs. effort with your team
- Validate data and guardrails early to de-risk
- Define success metrics you can measure in week 1
Pilot Plan & Phased Rollout
A simple pilot plan with owners, timing, and training, plus feedback loops and clear expand/stop criteria tied to value.
- Pilot plan with owners, timing, and training moments
- Feedback loops built into each milestone
- Clear "expand or stop" criteria tied to value
Solution Sourcing & Vendor Management
We compare three paths first - do nothing, process tweak, or AI - then shortlist vendors only if tooling beats the alternatives on fit and cost-to-value.
- Compare “do nothing,” a process tweak, and AI options
- Shortlist vendors only if tooling beats the alternatives
- Implement your own AI tool
- Check cost-to-value against the pilot goals
Implementation & Change Management
Go beyond standard training, using psychology-backed methods to manage the human side of change, reduce friction, and build psychological safety from day one.
- Training that addresses tech anxiety, not just skills
- 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 direct feedback
Why "Start Smart" Works
Piloting with a small group paired with tailored training beats full-on rollouts. You prove value fast, reduce risk, and make adoption easier on everyone.
Investment
Pilot first, then scale. Every project starts with a discovery call so we scope the right pilot before quoting.
Start Smart: Pilot, Then Scale
After a free discovery call, we’ll propose a scoped pilot and provide a fixed project quote.
What You'll Get in Phase 2:
- Pilot Plan with owners, success metrics, and guardrails
- Workflow & 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/tooling only if it's the best answer
Elevate your experience further with:
- Additional process mapping
- Extended vendor evaluation
- Custom integration development for your own created tools
- Extended launch support
- Advanced analytics and reporting
- Train-the-trainer accelerator
Ready to Start Your Smart Pilot?
Let's create a plan that turns your AI vision into reality. Our discovery session will map your specific needs and opportunities, with no obligation except valuable insights.