01 · Before a pilot
Readiness before a pilot
Before I will support a pilot, I want a plain-language answer to a short set of questions. They are not a scorecard. They are a way to find out whether we are ready to change a real workflow, or only ready to put on a demonstration.
- Can we describe the work in a sentence — who does it today, what starts it, what finishes it, and what “done well” looks like?
- Is there an owner who will still be accountable for the outcome after the pilot ends, not only a sponsor who will attend the kickoff?
- Do we understand the exceptions: the cases that do not follow the happy path, and who handles them today?
- Is the information this work depends on available, timely, and good enough to act on — or are we hoping the system will compensate for a messy input?
- If the system is wrong, how will someone notice, how quickly can they intervene, and who is allowed to stop it?
- Are the people who do this work helping to shape the pilot, or are they only being asked to use the result?
- If this works, what will we stop doing, and who has the authority to actually stop it?
- How will we judge success in the real workflow — not in the demo — and on what date will we look honestly at that evidence?
If we cannot answer several of these, the next step is not a pilot. It is more work on the problem, the process, or the ownership. That is not delay. It is how you avoid a stall you could have predicted.
02 · A decision frame
Build, buy, or wait
Most teams treat this as a binary choice between building and buying. In my experience, the third option — wait — is often the more serious one. The point is not to have a position on AI. It is to put a capability into a workflow that can stand on its own, or to have the discipline not to.
Buy — when these are true
- The workflow is common; many organizations do this job in roughly the same way.
- Your advantage is in how you use the output, not in owning the method.
- A normal team can operate the tool after the people who ran the pilot have moved on.
- You can still name an internal owner for outcomes, exceptions, and the decision to stop.
Build — when these are true
- The workflow is distinctive: the value sits in your process, your data, or the way your teams handle exceptions.
- You need to own the method, or the capability has to sit close to a process you already run.
- You are trying to create a platform that more than one team can use, in ways a single product will not support.
- There is an owner who will treat what you build as an operating system, not a demo environment.
Wait — when these are true
- The problem is still fuzzy; people cannot describe the work without arguing about what it is.
- The organization is already mid-change and cannot absorb another system, including the work of running it.
- The capability is moving fast enough that a decision made this quarter is likely to look naive the next.
- The only urgency is social: a need to be seen doing something.
A test I use for buying: if we stopped maintaining this ourselves in a year, would we have lost something important, or only something convenient? If the answer is “convenient,” buy, and spend the attention on adoption. If you build, build the smallest thing that can become the default path for a real slice of work. Waiting is not doing nothing — it can mean mapping the work, running a small reversible experiment, or setting a date when you will decide.
Four questions I use
- Is the workflow distinctive, or is it common?
- Do we need to own the method, or only the outcome?
- Can this organization absorb another system in the next year — including training, review, and daily operation?
- If we decided six months from now instead of today, what would we actually lose?
03 · After the demo
Stages of adoption
I do not treat adoption as a switch that flips after a successful demo. It is a sequence. Teams get into trouble when they talk as if they are in one stage while the signs still belong to another.
01
Framing
The problem is named in operational terms. People can describe the work, the handoffs, and what good looks like without mentioning a tool.
The sign A written statement of the work that a practitioner would recognize as true.
02
Experiment
A bounded pilot runs on real work, with a review date and a way to stop. Success is defined in the workflow, not only in a demonstration.
The sign Someone has the authority to cancel it, and would actually use that authority.
03
Absorption
The new path is becoming the default for a defined set of cases. Training is no longer a special event.
The sign Going back to the old workaround takes more effort than staying with the new path, at least for the cases you claimed.
04
Habit
The work runs this way even when the original sponsors are busy. Exceptions have an owner. Quality is reviewed on a cadence, not only when something breaks.
The sign A new person joining the team is taught this as “how we do the work,” not as “the tool we are trying.”
05
Stewardship
The system is treated as an operating asset. Someone can explain when it should be changed, limited, or retired, and cross-team use is deliberate rather than accidental.
The sign The conversation has moved from “will people use it?” to “how do we keep it healthy?”
A pilot that cannot leave stage two is not a failure of the model. It is a signal that habits, incentives, or ownership were never designed.