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Max Scale

The AI pilot scorecard

9 questions to answer before an AI pilot gets its 2027 budget.

A working demo proves the technology works. It does not prove that people will use it, or that it improves the KPIs it was meant to improve. Pick one AI pilot that has finished its proof of concept. Tick a question only if you can point to a document, a measurement, or a decision.

Download the scorecard (PDF, opens in a new tab)

PDF, 12 pages. Based on the Scale Maturity Model (OPS), level 4: Proof of concept.

The nine questions.

  1. Why · 1 of 9

    Problem & Vision

    Did the proof of concept show that this fixes the problem, and moves you toward the vision?

  2. Why · 2 of 9

    Impact & Desirability

    Do you have measured impact from the PoC, and does the wider organization want it?

  3. What · 3 of 9

    Process

    Does the new process fix the problem, and does it make sense to the people who will work in it?

  4. What · 4 of 9

    System & technology

    Did the PoC show that the system works: integrated, secure, and supportable?

  5. What · 5 of 9

    Data

    Did the PoC show that people can get the data they need, and that it is accurate enough to rely on?

  6. What · 6 of 9

    Organisation & Roles

    Will the people affected accept the new roles and responsibilities?

  7. How · 7 of 9

    Capabilities & Resources

    Does the team have the mandate, budget, and people to build this together with those affected?

  8. How · 8 of 9

    People & Skills

    Do you know what skills people will need, based on what happened in the PoC?

  9. How · 9 of 9

    Impact Ownership

    Has the business owner seen the PoC results, and made a decision?

How many did you tick?

Every unticked question is a risk you are about to fund. Max answers the same nine questions for every pilot in your portfolio, from the materials your teams already have, and keeps the evidence where your teams and your AI tools can both use it.

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