Self-Study Assignment 7.3: Think & Act💡 Design Your AI Workflow Pilot

Learning Outcomes Addressed

• Explain the difference between a demo and a real-world pilot for AI-enabled workflows.
• Identify characteristics of effective AI workflow pilots, including scope, reversibility and measurable success criteria.
• Apply trigger–action workflow logic to design simple automation chains across tools and systems.

Scenario
In Module 6, you designed a workflow algorithm and identified how work moves through a process.

In this assignment, you will take the next step by designing a small, controlled AI pilot. The goal is not to automate an entire workflow, but to test whether AI can improve a specific step in a measurable and low-risk way.

Focus on creating a pilot that is realistic, reversible, and aligned to a genuine business need.

Review the workflow algorithm you developed in Module 6.

Identify one workflow step that could benefit from AI assistance, augmentation, or automation.

Using the questions below, design a pilot that would allow you to test the impact of AI within that workflow.

1. Workflow Opportunity

• Which workflow step have you selected?
• What currently makes this step challenging, time-consuming, repetitive, or error-prone?

2. Purpose of the Pilot

• Why did you choose this workflow step?
• What business or operational problem are you hoping to improve?

3. Pilot Scope

• What specific AI capability will be tested?
• Who will participate in the pilot?
• How long will the pilot run?

4. Success Criteria

Define 2–3 measurable indicators of success.

Examples may include:

• Reduced processing time
• Improved accuracy
• Faster response times
• Fewer manual handoffs
• Improved user or customer satisfaction

Explain why these measures are meaningful for this workflow.

5. Evidence and Feedback

• How will you collect evidence during the pilot?
• What data, observations, or feedback will help you determine whether the pilot is successful?

6. Risk and Rollback Plan

• What could go wrong during the pilot?
• If the pilot does not deliver the expected results, what fallback or rollback plan will you use?

Conclude with a short reflection:

If this pilot is successful, what would be the next logical step toward broader adoption within your team or organisation?

Estimated Duration: 40 minutes

NOTE: This is a practice activity and will not be graded or impact your programme completion. However, we strongly encourage participation for a more holistic learning experience.