Client-mission lens · owner-assessed

Would this AI use case deserve a pilot?

A compact assessment of value, feasibility, process change, cost drivers and risk. This is the consulting artifact behind the technical case study, not a claim that a personal deployment is already an enterprise programme.

Recommendation: pilot bounded decision support for prospect discovery and tender triage. Do not automate investment, eligibility or legal decisions. Promotion depends on user time saved, false-exclusion rate, citation coverage and operating cost.
01 · Prioritize

Score outcomes, not fashionable components

Scores are an engineering hypothesis on a 1–5 scale, not user research. Risk runs in the opposite direction: five is highest. A client discovery workshop must challenge every score.

Use caseImpactFeasibilityData readinessRiskDecisionWhy
Deterministic site discovery5542shipPublic geodata and explicit filters; every result is reproducible.
Tender constraint extraction4343pilot + reviewDocument interpretation saves time, but low-confidence constraints need human confirmation.
Cited research assistant3443pilot + refusalUseful for orientation when evidence is visible; never the legal or financial record.
Autonomous investment or eligibility decision4225rejectMissing private, contractual and site-survey facts make autonomy unsafe and economically misleading.
02 · Redesign

Augment the analyst; preserve accountable gates

The target process removes search and transcription work. It does not remove the professional decisions that require non-public evidence.

As-is

  1. Search multiple map, tariff, tender and legal portals.
  2. Copy candidates and constraints into spreadsheets.
  3. Recalculate estimates with inconsistent assumptions.
  4. Open source documents again to recover evidence.
  5. Discover missing ownership, grid or site facts late.

To-be

  1. Deterministic filters produce a traceable shortlist.
  2. Machine extraction proposes tender constraints with confidence.
  3. Typed engines calculate estimates and preserve assumptions.
  4. The assistant explains cited rows or refuses.
  5. A human validates roof, ownership, grid and legal applicability before action.
Control point: “Apply tender” filters candidates; it does not certify eligibility. A dossier remains explicitly incomplete until the responsible professional supplies the missing private and site evidence.
03 · Business case

Instrument the benefit before promising ROI

No payback claim is published because no representative user study exists. A pilot earns continuation through measured workflow outcomes.

Value measures

What the pilot must improve

  • Median time from question to reviewable shortlist
  • Analyst hours spent copying and reconciling sources
  • False exclusions and false inclusions on a labelled sample
  • Share of answers with usable primary-source evidence
  • Time from source change to visible product update
Cost model

What the pilot must meter

  • Standing PostgreSQL and application cost
  • Model tokens by route and outcome
  • Content Understanding pages and retries
  • Batch compute, storage and egress
  • Human review and source-maintenance effort
Go gate

Continue only when

Users complete the target workflow faster without a material rise in missed candidates, unsupported answers or review burden, and the measured value exceeds full operating and ownership cost.

Stop gate

Stop or narrow when

Public-data gaps dominate the workflow, human verification erases the time saved, evidence coverage stays unreliable, or users need a different decision rather than a better research path.

04 · Target state

Enterprise controls arrive when the context requires them

The personal product is evidence that the mechanics work. A regulated client deployment needs a separate acceptance boundary.

ConcernPublic product todayPilot acceptanceEnterprise trigger
Identity and dataAnonymous, public data, restricted CORS.Entra groups, managed identity, no client secrets in prompts or traces.Private endpoints, retrieval ACLs, tenant isolation and retention policy.
QualityDeterministic gates plus pre-release model evals.Labelled client cases, failure taxonomy and human-review sampling.Independent validation, drift monitoring and model-risk approval.
ReliabilitySingle region, health smoke, source freshness.Named SLOs, rollback exercise, backup/restore test and incident owner.Contractual RTO/RPO, regional recovery and on-call rotation.
DeliveryPR gates and immutable main deployment; no permanent UAT stack.Isolated integration data, candidate release and business acceptance.Segregation of duties, approved promotion and audited change record.
GovernanceVisible AI disclosure, citations and refusal.DPIA screen, use-case owner, model/data cards and user training.Formal AI inventory, Purview-class lineage and periodic control review.
05 · Roadmap

A twelve-week pilot with explicit exits

Each phase produces evidence for the next investment decision. Dates are illustrative until stakeholders and data access are known.

DiscoverWeeks 1–2

Map the current process, users, decisions, data rights, NFRs and baseline effort. Re-score the use cases.

ProveWeeks 3–5

Use representative cases, label outcomes, validate source coverage and exercise refusal and security threats.

PilotWeeks 6–9

Integrate one workflow, instrument cost and quality, train reviewers and run with a small accountable cohort.

DecideWeeks 10–12

Compare against baseline, close material controls, estimate full TCO and choose scale, narrow or stop.

This is deliberately separate from the product architecture.

The technical case study shows what runs and why. This page shows how I would frame the same system as a client mission: value first, bounded scope, testable controls, measured economics and a reversible roadmap.