Start with a task.
Build a useful pilot brief.
Use this checklist to prepare a conversation with your operations, estates or building-information team. You do not need every answer before contacting us.
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The pilot preparation checklist
01 / Choose a real task
02 / Review the sources
03 / Define the evidence
04 / Agree responsibilities
“Help [people] complete [task] in [area], using [sources], measured by [evidence].”
Decide what success means before building.
Task completion time
Compare the same defined task using the existing workflow and the pilot. Record who took part and any assistance received.
Correct record retrieval
Check that the participant found the right asset, reference and revision. Faster access to the wrong document is not a success.
Expert support required
Record time spent helping participants and reviewing content. Include setup and maintenance effort in the decision to extend.
A small pilot gives directional evidence. Differences in participants, prior experience and source quality should be recorded alongside the result.
What does your team need to know?
Tell us a little about your site. We’ll discuss the problem, the information you have and whether a focused pilot would help.
Thank you. Your enquiry has been sent.
We’ll use your details to follow up about your site and a possible next step. Nothing is booked or committed yet.