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From free Discovery to a responsible pilot

Your Discovery report is a starting hypothesis, not a sales commitment. Keep it, check the assumptions and choose one small experiment that a person can stop. This guide connects the report to existing tools instead of creating another disconnected app directory.

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Immediate report

The report appears in your browser before email completes. Copy it, download the text or open the manual email fallback. A temporary email-provider failure must not block your free report.

Same result for both parties

The questionnaire submits the same report to your validated email address and commercial@ziontechgroup.com. Provider acceptance is not proof of inbox delivery; check spam and keep your local copy. This guide itself does not submit a form or send email.

No hidden engagement

No payment, purchase, supplier reservation, site dispatch or meeting is created by Discovery. Implementation help is optional, separately scoped and subject to written approval.

Transparent uncertainty

The readiness score is a heuristic. The capacity example uses an hours-band estimate, 40% potentially automatable and US$45/hour. These are assumptions, not measured savings, a price quote or a technical audit.

1. Keep evidence before changing anything

  1. Save the Discovery report with its date and the process you selected.
  2. Name the process owner and document the systems and data permissions involved.
  3. Measure a baseline: monthly volume, handling time, rework, escalation rate and a relevant quality measure.
  4. Mark each input as measured, estimated or still unknown. Do not present estimates as guaranteed outcomes.

Open the Report Workbench · Existing First Win Guide

2. Follow a tool path, not a service redirect

A page returning HTTP 200 may still be a service landing page or a documented concept. Review the actual capabilities before using it. The tools below support planning; they do not connect to your live systems or execute operational changes on your behalf.

Reporting and value

Refine assumptions with the ROI Calculator, then organize the report in the Report Workbench. Separate capacity released from cash actually saved.

Cost-control planning

Use the ROI Calculator and Automation Pilot Planner to compare a reversible pilot with doing nothing. These are not automatic cloud optimization or billing integrations.

Governance

Use the AI Governance Checklist to document permissions, human review, escalation and data retention. A checklist does not certify legal or regulatory compliance.

3. Write a reversible pilot brief

  1. Scope: one workflow, one owner, a limited dataset and explicit exclusions.
  2. Success: a measured target compared with baseline, plus a quality and safety threshold.
  3. Controls: human review, access permissions and a written escalation path.
  4. Stop rule: who stops the trial, under what conditions and how to restore the prior workflow.
  5. Review: evaluate evidence after a defined trial period; expand only if the owner approves.

Create a pilot plan Review the Decision Kit

Never use an exploratory app as approval for a safety-critical change, regulatory decision, financial transaction or autonomous dispatch.

4. Decide without pressure

You can stop after the free report, continue with free planning tools, or request separately scoped help. Send questions in writing to Commercial; a meeting is optional, not the price of receiving your results. Review optional paid plans only if you want implementation support.

All Discovery benefits · Discovery to Action · Communications workflow guide

Resumo em português: diagnóstico gratuito, decisão com evidências

O Discovery permanece gratuito e online, sem cartão nem reunião obrigatória. O relatório aparece na tela e pode ser copiado ou baixado. O mesmo resultado é submetido ao seu e-mail validado e ao Comercial; aceitação do provedor não comprova entrega na caixa de entrada.

  1. Guarde o relatório e diferencie dados medidos de estimativas.
  2. Defina responsável, baseline e permissões de dados.
  3. Use ferramentas de ROI, governança e planejamento interligadas; não confunda página de serviço com ferramenta interativa.
  4. Planeje um piloto reversível com revisão humana, métrica de sucesso e regra de parada.
  5. Não compre, reserve fornecedores nem despache técnicos com base somente no relatório. Implementação paga é opcional e separada.

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