THE PILOT APPROACH

Start with one area.
Measure the whole result.

A useful pilot compares equivalent deliverables. Agree the required assets, drawing and report format, quality checks and complete delivery effort before expanding.

01 / DEFINE

A bounded scope

Choose an area small enough to inspect completely. Identify the records, access constraints and responsible reviewers.

02 / DELIVER

Comparable outputs

Produce the agreed drawing and report using both approaches. Record failed attempts, reviews and corrections.

03 / DECIDE

Results to guide expansion

Compare accepted quality and full delivery cost. Keep first-job setup separate from assumptions about repeat work.

YOUR ASSUMPTIONS, VISIBLE

Build a pilot brief.

This worksheet stays in your browser. Download it for discussion; it does not submit a request or schedule work.

Hours for the same deliverable

Leave unknowns blank. Enter zero only when the stage has no work. These are estimates, not measured savings.

Blank stage rates use the shared rate. If both are blank, the cost is unknown. Use loaded rates that include the costs you intend to compare; released hours are not automatically cash savings.

Work stageCurrent methodAssisted method

How much correction could erase the saving?

Complete the main estimate to see the correction allowance.

Leave blank until you have a scenario to test.

This uses the assisted Corrections stage rate, or the shared rate when no override is set. New travel, equipment and access charges must be added separately.

FIRST JOB / REPEAT WORK

When does the investment
start to pay back?

Use the base worksheet above for the first delivery; the optional extra-correction scenario stays separate. Enter setup, repeat delivery and recurring costs to compare a defined program.

Use CAD throughout. Additional setup and recurring costs are included once over this period. Keep them out of the delivery costs above to avoid double counting. Repeat cost means the complete accepted delivery cost of each later job, including review, corrections and any return visits.

Current method

First delivery: unknown

Assisted method

First delivery: unknown

Setup might include migration, training and capture preparation. Recurring amounts might include licences, hosting, storage, equipment and support. No vendor prices or automatic productivity gains are assumed.

Repeat costs remain unknown until you enter them or explicitly copy a worksheet estimate.

Complete the first-job worksheet and program inputs.

Unknown

The job threshold holds these costs constant. It does not estimate sales, calendar payback, financing, tax or field quality. A one-job comparison can be complete while repeat costs remain unknown.

AN AGREED RESULT BEFORE A SAVINGS CLAIM

Make the pilot
decision-ready.

The worksheet estimates effort. These proposed acceptance questions help decide whether the result is useful enough to adopt.

Coverage and identity

Were all required assets and locations addressed? Count missed, inaccessible and disputed items in the result. Record the applicable drawing and source revisions.

Drawing and report quality

Did independent checks meet the agreed task requirements? Could the recipient use the delivered files? Record corrections and unresolved findings.

Complete delivery cost

Include capture, inspection, reconstruction, drawing, review, rework, equipment and acceptance. Separate first-job setup from a repeat-job estimate.

Operational fit

Test the handoff, field conditions, reviewer responsibilities and data route. Identify who can maintain the record after the pilot team leaves.

Proposed expansion rule: expand only when the owner accepts the deliverable, material gaps are resolved and the complete-cost result supports the next scope. The pilot must be allowed to show no saving.

See how a successful pilot could lead into system transition