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Pilot Evidence Checklist

A Discovery report is a starting point, not approval to automate. Build a written review packet before testing one small process. Identify missing evidence and carry the checklist into your next written discussion.

This tool runs in your browser. It does not submit answers, send emails, store your inputs or call an AI API. Keep confidential information, credentials and client records out of the fields. Checking a box records your assertion; it does not independently validate evidence.

Process to reviewNamed process owner or roleRelated app pathBaseline and measurement plan

Evidence to collect — select only what you can substantiate Scope: one bounded process and explicit exclusions. Owner: someone is accountable for the process and decision. Baseline: current effort, volume and measurement method are documented. Data: permissions are recorded; begin with synthetic or anonymized examples. Human review: exceptions and escalation have named owners. Evaluation: a test set and measurable acceptance criteria exist. Safety: a stop rule and rollback are written and reviewable. Access: least privilege, retention and integrations have been reviewed. Commercial: costs and any optional paid work are explicit, not assumed. Commitment: formal client confirmation, applicable PO and internal authorization precede purchases or dispatch.

Evidence references or unresolved questions

Your written review packet

Continue with related apps

Connected paths: Discovery → evidence → reversible test

Start with free Discovery

Your report appears immediately in the browser with process-based app recommendations and illustrative assumptions. The same result is submitted for email delivery to you and commercial@ziontechgroup.com. Provider acceptance does not confirm inbox receipt; copy or download your report immediately.

Free Discovery questionnaire

Write the pilot scope

Convert the checklist into a small, written experiment with owner, baseline, human review, success metric and stop rule. No meeting or purchase is required to use these tools.

Written Pilot Brief Builder

Compare related apps

Choose tools for your process, inspect their source and validate actual functionality and data permissions. A public app page is not a production integration guarantee.

Discovery → Apps guide · Network map

Free Discovery benefits, without a sales gate

Free online questionnaire, no credit card and no mandatory meeting.
Immediate on-page report, copy and download options.
Process-based links to related apps and practical planning tools.
Illustrative capacity estimates with stated assumptions, not guaranteed savings.
Email delivery requested for the client and Commercial; manual fallback if acceptance is unavailable.
Optional paid implementation stays separate from your free report.

Start free Discovery Consolidated free Discovery guide

Static online tools are available without a sales call. Availability still depends on hosting and connectivity. This checklist is not an audit, legal advice, a quote, an order or authorization to implement.