Week 1: Define the Boundary
Document the data that must remain within your control, name the systems of record, and replace unapproved AI use with a governed path.
Week 2: Choose One Pilot
Pick one workflow: missed calls, document Q&A, or inventory assist. Success should be measurable in 30 days.
Weeks 3 and 4: Operate
Train two operators, review logs, and adjust prompts and escalation rules. Expand only after the pilot meets its acceptance criteria consistently.
- Metric: capture rate, time saved, or error rate
- Owner: named human for escalations
- Review: weekly operations huddle
Turn the checklist into a working plan
Bring one candidate workflow and the systems it touches.
Plan the First Month