Rollout Timeline

Pilot → Success Criteria → BAU · editable dates and owners
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Adoption rollout · Q1–Q2

One plan, three checkpoints, one owner per stage.

Drag dates and reassign owners as plans evolve. Changes persist locally so you can iterate before sharing with the leadership team.

PilotSuccess criteriaBAU
GTM Excellence
Inbound lead enrichment & routing

Success · ≥95% routing accuracy over 2 weeks

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations
GTM Excellence
Expansion signals engine

Success · ≥3 qualified expansion plays/week

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations
GTM Excellence
Win/loss synthesis

Success · ≥1 product/marketing change shipped from insights per month

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations
AI Enablement
Internal Credia for staff

Success · ≥60% weekly active, NPS ≥40

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations
AI Enablement
Prompt library + evals

Success · Zero prod regressions over 30 days

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations
AI Enablement
AI tool intake & ROI scorecard

Success · Decision in ≤14 days, ROI report in ≤60 days

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations
Operational Excellence
Finance close co-pilot

Success · ≥30% reduction in manual JE review

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations
Operational Excellence
P&C onboarding orchestrator

Success · 100% of accounts ready on day 1

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations
Operational Excellence
Support macro generator

Success · ≥10 published macros/month with positive CSAT

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations
Operational Excellence
Monday exec briefing pack

Success · ≥6/8 read it by 9am Monday for 4 weeks

Pilot
Success criteria
BAU
Pilot
Run with limited scope
Success criteria
Decide go / no-go
BAU
Embedded in operations