Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and scope
Begin with a small number of management decisions, known sources and authorized owners. Initially limit the assistant to reading information. Define a correct answer, insufficient evidence and handoff to a person. A broad pilot without reference questions makes it difficult to distinguish operational value from an impressive presentation.
Illustrative example
Illustrative example: management wants to see orders at risk when a shift starts. Choose one line and verifiable records. Compare responses with the owner's manual review, separating access restrictions, stale data and incorrect conclusions. Each of these problems requires a different correction rather than a general instruction rewrite.
Acceptance check
Record questions, verification effort and errors that affected decisions, without collecting unnecessary information. Assign a correction owner and review date. Expand only when management can check the sources and the team knows what to do if the assistant cannot answer or identifies conflicting evidence.
Key takeaways
- Expand only when management can check the sources and the team knows what to do if the assistant cannot answer or identifies conflicting evidence.