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2025 · Used with clients

A test run for AI integration

A plan for testing AI within an existing tool or process, with clear checks to decide whether the integration is useful enough to keep.

Paper-craft Fred compares a small AI test on a laptop with an existing workflow and sample documents at his desk.

The purpose

A team wants to try AI in its existing setup. It needs to understand where AI fits, how to test it, and whether the result improves the current process.

How it works

A small test, with a clear decision

Planned test and decision process: define a limited integration, compare the results, then keep, refine or stop.

  1. Fred and team Step 1: Map the existing process Current tools and work
    Hands off
    Current process to step 2, Choose one task
  2. Fred and team Step 2: Choose one task A bounded integration
    Receives
    Current process from step 1
    Hands off
    Chosen task to step 3, Define the test and criteria
  3. Fred and team Step 3: Define the test and criteria Success and stop criteria
    Receives
    Chosen task from step 2
    Hands off
    Test plan to step 4, Run the planned test
  4. Team Step 4: Run the planned test Existing tool or process
    Receives
    Test plan from step 3
    Hands off
    Test output to step 5, Compare output and effort
  5. Team Step 5: Compare output and effort Results and review effort
    Receives
    Test output from step 4
    Hands off
    Evidence to step 6, What should happen next?
  6. Team Step 6: What should happen next? Evidence from the test Back to step 3 · Refine the test
    Receives
    Evidence from step 5
    Hands off
    Keep to step 7, Decide what to adoptStop to step 8, End the trialRefine the test to step 3, Define the test and criteria
  7. From step 6 · Keep Team Step 7: Decide what to adopt Next integration step
    Receives
    Keep from step 6
    Ends here
    One possible ending of the process.
  8. From step 6 · Stop Team Step 8: End the trial Decision and findings
    Receives
    Stop from step 6
    Ends here
    One possible ending of the process.
  • One example route. All alternatives stay visible.
  • A decision
  • Dashed while playing: not on this route
Read the process and handoffs
  1. Map the existing process

    Fred and team · Current tools and work.

    • Current process: Choose one task.
  2. Choose one task

    Fred and team · A bounded integration.

    • Chosen task: Define the test and criteria.
  3. Define the test and criteria

    Fred and team · Success and stop criteria.

    • Test plan: Run the planned test.
  4. Run the planned test

    Team · Existing tool or process.

    • Test output: Compare output and effort.
  5. Compare output and effort

    Team · Results and review effort.

    • Evidence: What should happen next?.
  6. What should happen next?

    Team · Evidence from the test.

    • Keep: Decide what to adopt.
    • Stop: End the trial.
    • Refine the test: Define the test and criteria (return path).
  7. Decide what to adopt

    Team · Next integration step.

    • End the trial

      Team · Decision and findings.

      My part

      I designed the test stages, the checks for each result, and the conditions for stopping.

      In practice

      Teams decide in advance when to stop, so an unsuccessful trial does not keep consuming time and money.

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