Financial and legal teams
Assess AI opportunities before you commit budget or risk.
A practical checklist for deciding whether an AI use case is ready for a controlled pilot.
Checklist preview
Business objective: define the process, decision and measurable baseline.
Use-case fit: assess whether AI can assist without removing accountability.
Data and access: identify data location, sensitivity, privilege and POPIA constraints.
Risk and governance: define ownership, review, audit trail and prohibited inputs.
Workflow integration: place the AI-assisted step inside the existing process.
Vendor and model dependency: assess lock-in, data retention, region and export needs.
Measurement: decide what proves the pilot worked and when to stop.
First safe test: run the smallest useful pilot with limited users and data.
If most answers are clear, the opportunity may be ready for a controlled pilot. If several answers are unclear, start with a readiness review before selecting tools or building workflows.