Build vs buy
Ask
What workflow needs to run, and who will own it after the pilot?
Compare
Compare the complete workflow: required integrations, review steps, implementation effort and ongoing maintenance. Make the assumptions about internal time and capability explicit.
Next step
Map one priority workflow with the buyer. Agree what a useful pilot must demonstrate and which costs and responsibilities belong in the comparison.
Governance
Ask
What information, access permissions and review requirements apply to this workflow?
Compare
Check approved information sources, access controls, retention requirements, audit needs and human review against the buyer’s own policies. Validate claims with relevant documentation.
Next step
Bring the appropriate security, legal or operations owner into the evaluation. Record the requirement and the evidence needed to assess it.
Operational effort
Ask
Who will maintain the integrations, source quality and evaluation process after rollout?
Compare
Consider ongoing ownership, quality checks, workflow updates, exception handling and user support. Separate a product capability from the customer resources required to operate it.
Next step
Create a shared responsibility map and define pilot success measures. Confirm who investigates failures and how the team will review continued value.