Bound the scope
One department, one repeatable workflow, one supervisor, and roughly 5–15 field users.
60-DAY MEASURED PILOT
Prove the handoff before expanding the rollout.
Start with one department, one operational lane, a small field group, and baseline measures. The goal is live use and credible evidence—not a signed agreement that nobody adopts.
Capture the baseline
Clarification calls, time to assignment, status chasing, paused age, repeat visits, and missing proof.
Run for 60 days
Use a weekly 20-minute review to solve adoption issues while the workflow is still fresh.
Measure honestly
Compare actual outcomes. Publish nothing without the customer’s approval and no invented improvement claims.
What the pilot can measure
Clarification contacts per requestSubmission-to-assignment timeStatus-chasing contactsPaused-work age and resume timeReopened jobs and repeat visitsCompletion photo/evidence rateField-completion-to-sync timeSupervisor and field adoption
A pilot may have reduced or no-cost terms only when its scope, learning goals, and evidence permissions are documented in writing. Public pricing does not use artificial deadlines or slot counts.
DESIGN A PILOT
Use one workflow your team already knows is painful.
We’ll define the baseline, participants, duration, responsibilities, and decision criteria before launch.