GETTING STARTED

One useful workflow.
A practical path forward.

Build the pilot around your operation. Agree what success means, test the boundaries and scale from what you learn.

Plan a pilot Check your readiness

FIVE STAGES. SHARED OWNERSHIP.

01Choose the workflow02Map systems & data03Configure & test04Approve the pilot05Roll out & learn

Timing depends on system access, data readiness, scope and review requirements. Agree a schedule together after discovery.

01

Choose the workflow

Make the starting point specific.

Choose one process with a clear problem, a defined user and enough examples to evaluate it.

  • Map the current process and exceptions
  • Choose success measures and quality safeguards
  • Agree the initial pilot audience
02

Map systems & data

Understand what needs to connect.

Identify the source of truth, the minimum data needed and the actions the workflow is allowed to take.

  • Confirm access, environments and system owners
  • Review retention, processing and security requirements
  • Define permissions and failure handling
03

Configure & test

Test the routine. Test the exceptions.

Configure the agreed workflow and evaluate it against representative examples, including difficult or incomplete requests.

  • Use approved, representative test material
  • Check answers, actions and handoff context
  • Record failures and retest after changes
04

Approve the pilot

Give people a clear decision.

Review the evidence with the teams accountable for the workflow before moving to a limited rollout.

  • Confirm ownership and support contacts
  • Agree monitoring, stop conditions and rollback
  • Brief the people receiving escalations
05

Roll out & learn

Expand on evidence.

Start with the approved audience. Review quality, usage and operational outcomes before adding more scope.

  • Monitor outcomes and inspect exceptions
  • Compare the pilot against the baseline
  • Agree improvements, support and any expansion

MEASURE WHAT MATTERS

Success needs
more than a volume chart.

Choose measures for efficiency, service quality and control. Keep the baseline and pilot definitions consistent.

Open the pilot scorecard
01

Useful outcomes

Resolution, complete case preparation or the quality issues your team can act on.

02

Time & effort

Handling time, review time and manual steps, including work left for people.

03

Quality & safety

Incorrect answers, missed evidence, escalation quality and customer experience.

04

Operational fit

System reliability, team adoption, ownership and the cost of ongoing operation.

BEFORE WE START

A few useful answers.

What should we bring to the first call?

A workflow description, approximate volume, systems involved, an operational owner and the problem you want to solve. Avoid sharing personal customer records in the initial enquiry.

Can we start with one product?

Yes. Scope the first conversation around CX Agent, ClaimPilot or Pulse. The pilot plan should focus on the smallest useful workflow, with any later connections agreed separately.

When will the pilot launch?

Agree the schedule after reviewing data, integration, security and approval needs. There is no single launch timeline that applies to every team.

Who owns the final decision?

Your nominated approvers decide whether the agreed success criteria have been met and whether to expand. Review incomplete or uncertain outcomes as well as successful ones.

HELPFUL BY DESIGN

A focused start.
A measurable next step.

Bring one workflow. We’ll work through the scope with your team.

Talk to the team Explore the demos

Stay connected.