Decision record
Captures what is known, assumed, unresolved, and rejected so the team can review the recommendation later.
Method
A disciplined path from interest to verifiable deployment.
The process is designed to reduce ambiguity before spend, implementation, and rollout decisions become hard to reverse.
- 01
Decision context
Discover
Clarify the workflow, users, data sensitivity, operating constraints, budget posture, and the decision that must be made.
- 02
Practical architecture
Design
Compare local, hosted, and hybrid paths, then specify the model, runtime, integration, security, and support assumptions.
- 03
Controlled execution
Implement
Support the smallest useful pilot or implementation sequence with configuration notes, guardrails, and handoff documentation.
- 04
Acceptance evidence
Verify
Measure the result against agreed acceptance criteria and record what is ready, limited, unresolved, or not worth scaling.
- 05
Operating clarity
Handoff
Leave the team with decisions, documentation, next actions, and open risks that can be reviewed without relying on sales language.
Evidence artifacts
Useful outputs are reviewable after the meeting ends.
Acceptance criteria
Defines the conditions that make a pilot usable, limited, or not worth expanding.
Handoff notes
Documents configuration choices, owner responsibilities, risks, and recommended next work.
Preferred start
Bring a real workflow, not a general AI mandate.
The first pass should produce a decision that can be tested, not a broad list of ideas.