Source support
Trace outputs to approved sources, actions, files, references, versions, and evidence.
AI Pilot Experience · Controlled Development
Build a small internal prototype, importer, validation script, dashboard, or review queue against synthetic or approved data inside an isolated workspace with independent human acceptance.
Pilot experience
A narrow prototype can reveal workflow sequence, missing information, confusing states, repeated actions, accessibility barriers, and recovery needs before production architecture or procurement is approved. The validated discoveries are reusable; the prototype implementation may require substantial refactoring or replacement.
Claude Code, Codex, Gemini CLI, Cursor, Aider, or Cline can inspect an isolated repository, prepare code, run restricted tools, and collect test evidence against synthetic or explicitly approved data.
The same agent does not accept its own work. Human technical review, dependency and licence review, security checks, representative tests, and client-owned handover remain required.
Visual walkthrough
Each view shows how source records, system outputs, exceptions, corrections, and human decisions remain connected during the pilot.

Approved inputs remain connected to preparation, deterministic checks, human review, acceptance, and release.

Stable source, run, output, version, evidence, correction, and review records remain visible.

Reviewers inspect claims, actions, files, dependencies, geometry, behavior, and prohibited implications before acceptance.

Uncertainty, failure, permission, security, rights, validation, and stop conditions receive named owners and states.

Only accepted outputs move to the approved audience or next controlled environment.
User journey
The interface can feel simple while the pilot preserves document identity, revision, permission, retrieval, uncertainty, and review evidence behind every result.
Freeze simplicity, accessibility, data handling, security, dependency, testing, ownership, and handover rules for the prototype.
Define users, inputs, required outputs, acceptance scenarios, edge cases, exclusions, prohibited actions, and explicit non-goals.
Link each user observation, workflow issue, missing control, assumption, and proposed requirement to evidence, reviewer, rationale, owner, acceptance test, and accepted, rejected, deferred, or unresolved status.
Add separation of duties, restricted fields, cross-project boundaries, duplicate prevention, calculations, concurrency, migration, retention, security, incident, and recovery behavior that a walkthrough may not reveal.
Review architecture, records, interfaces, dependencies, tests, rollback, and dependency-ordered tasks before implementation.
Create a non-production repository or branch with restricted identity, filesystem, commands, network, secrets, tools, and cleanup.
Create small reviewable changes linked to approved requirements and tasks, with prompt, tool, command, file, diff, test, error, retry, and decision records.
Run formatting, types, unit, integration, fixture, security, dependency, accessibility, performance, and representative workflow checks as applicable.
A named person inspects requirements, code, dependencies, data flows, outputs, failures, tests, and unresolved issues.
Record what passed, failed, remains excluded, requires production design, and is accepted only for the stated demonstration.
Deliver source, history, environment, fixtures, tests, evidence, dependency record, runbook, limitations, and exit route client-owned.
Technology options
The final selection records exact versions, licences, data handling, cost, limitations, replacement options, and the evidence required before use.
| Component | Examples | Pilot role | Boundary |
|---|---|---|---|
| Claude Code | Approved Claude Code version, model, permissions, sandbox, settings, and tools | Inspect the isolated repository, prepare changes, run tests, and explain evidence. | Local execution can still send approved context to a hosted model and cannot self-authorize acceptance. |
| Codex | Approved Codex local, CLI, cloud, or delegated environment | Prepare and test prototype changes inside the selected execution boundary. | Local, remote, and cloud surfaces differ in files, network, identity, retention, and approval. |
| Gemini CLI | Versioned official Gemini CLI with approved model, extensions, commands, and policy | Offer a replaceable coding-agent route for representative evaluation. | Repository access and command execution require the same sandbox, secrets, dependency, and review controls. |
| Cursor | Approved Cursor editor, agent, indexing, model, rules, and terminal settings | Support repository-aware editing and reviewable prototype work. | IDE convenience does not establish dependency safety, test adequacy, or acceptance. |
| Aider or Cline | Versioned tool, provider, model, plugins, permissions, and configuration | Provide additional eligible local-agent harnesses where their controls match the brief. | Open source or local installation does not by itself establish model privacy, package safety, or production permission. |
Client-owned pilot outputs
Evaluation evidence
A fluent answer is not the acceptance unit. The pilot tests whether a reviewer can reach the controlling evidence efficiently and detect important failure.
Trace outputs to approved sources, actions, files, references, versions, and evidence.
Measure completion against frozen cases and acceptance criteria, including difficult and stop cases.
Record unauthorized action, false claim, security event, dependency issue, missing evidence, or prohibited use.
Measure inspection, correction, rerun, exception resolution, testing, and approval time.
Count outputs accepted by accountable reviewers, not processing completion or model agreement.
Include models, tools, compute, storage, preparation, testing, review, correction, monitoring, support, and replacement.
Cost drivers
Scaling factors
Use durable source, run, work-item, output, review, correction, acceptance, release, expiry, and withdrawal IDs with queues and checkpoints.
Constrain source, identity, credential, tool, repository, file, network, provider, destination, audience, and action scope.
Version models, APIs, browsers, tools, packages, dependencies, engines, operating systems, hardware, settings, tests, and policies.
Keep approved sources, prompts, scripts, records, assets, tests, evidence, corrections, and accepted outputs client-owned.
Measure queues, sessions, rate limits, rendering, build time, timeouts, retries, reviewer capacity, and cost.
Require separate security, integration, monitoring, recovery, service, rights, ownership, training, and deployment approval.
Cross-industry reuse
The reusable capability is permission-aware multilingual retrieval across versioned documents with citations. Each industry keeps its own source authority, terminology, consequence, retention, and qualified review.
Approved workflow sources, records, prototypes, media, references, tests, and review evidence.
Review: Named process, technical, security, subject, communications, legal, or release owner.
Approved workflow sources, records, prototypes, media, references, tests, and review evidence.
Review: Named process, technical, security, subject, communications, legal, or release owner.
Approved workflow sources, records, prototypes, media, references, tests, and review evidence.
Review: Named process, technical, security, subject, communications, legal, or release owner.
Approved workflow sources, records, prototypes, media, references, tests, and review evidence.
Review: Named process, technical, security, subject, communications, legal, or release owner.
Approved workflow sources, records, prototypes, media, references, tests, and review evidence.
Review: Named process, technical, security, subject, communications, legal, or release owner.
Approved workflow sources, records, prototypes, media, references, tests, and review evidence.
Review: Named process, technical, security, subject, communications, legal, or release owner.
Approved workflow sources, records, prototypes, media, references, tests, and review evidence.
Review: Named process, technical, security, subject, communications, legal, or release owner.
Approved workflow sources, records, prototypes, media, references, tests, and review evidence.
Review: Named process, technical, security, subject, communications, legal, or release owner.
Authority boundaries
Related paths
Continue into the operating, technical, security, and readiness guidance connected to this workflow.
Compare models, local and cloud execution, permissions, dependencies, testing, and ownership.
Open pageSeparate requirements, cases, tests, critical failures, reviewer acceptance, release, and outcome.
Open pageControl repositories, identities, files, commands, networks, providers, secrets, and destinations.
Open pageReview scope, evaluation, duration, price range, and decisions.
Open pageStart with one approved collection
Use general workflow information during the assessment. Do not submit confidential documents, passwords, API keys, authentication codes, or unrestricted system access.
Primary technical references
Plain-language route guide
Choose the smallest route that answers your next decision.
The formal service names remain useful for scope and contracts. The plain-language labels explain what each route actually does. These are alternatives, not four mandatory stages.
Operating-Layer Blueprint
Buyer question answered
What should we build, and where should the boundary be?
Typical input
One priority workflow, a named owner, current systems, representative records or files, and known failure points.
Output
A client-owned current-state map, target design, source inventory, implementation boundary, timeline, and fixed quote.
Bounded AI Agent Pilot
Buyer question answered
Can one specific AI-assisted task work reliably enough to justify more?
Typical input
One named task, approved sources and tools, representative cases, a human reviewer, and explicit stop conditions.
Output
A working pilot, evaluation evidence, cost and failure findings, review requirements, and a proceed, revise, or stop recommendation.
Single Workflow Implementation
Buyer question answered
How do we put one recurring workflow into controlled production?
Typical input
A defined trigger and completion point, accountable owners, approximately three core systems, rules, approvals, and test cases.
Output
Connected records, an operating view, integrations, a dashboard, acceptance testing, training, documentation, and handover.
Complete Operating Layer Implementation
Buyer question answered
How do we connect shared data and decisions across teams?
Typical input
Two to five related workflows, shared records, several departments or systems, an executive sponsor, and named operating owners.
Output
A phased operating layer with shared records, permissions, interfaces, integrations, reporting, controlled automation, training, and handover.
Still unsure which route fits?
Describe one broken workflow. The free assessment may recommend a Blueprint, pilot, implementation, a smaller discovery step, or no engagement.