A priority process
Proposals, sales knowledge, customers and opportunities, CRM or follow-up. We don’t try to solve everything at once.
The E2M Commercial AI Pilot turns the Diagnostic recommendation into a bounded workflow used by real people, with approved sources and agreed metrics.
This is not an open transformation or a technology demonstration. It is a limited intervention to test whether an AI-assisted commercial workflow can be used effectively within the actual operation.
Proposals, sales knowledge, customers and opportunities, CRM or follow-up. We don’t try to solve everything at once.
Sources, inputs, outputs, and validation points are agreed upon before starting.
The closing review compares usage, issues, and metrics to scale, adjust, or stop.
The final scope is documented in a proposal. At a minimum, the Pilot must deliver a usable workflow, clear responsibilities, and enough evidence to support the next decision.
Objective, users, sources, inputs, outputs, limits, owners and acceptance criteria.
First assisted process, integrated where appropriate with the included tools.
Authorized information, access, versions and maintenance responsibility.
Validations, exceptions, and decisions that remain in the hands of people.
Controlled use, issues, agreed adjustments and observed adoption.
Documentation, handoff, and a recommendation to scale, adjust, or stop.
These phases begin once the Diagnostic has identified the process that merits investment.
Objective, baseline, owners, users and starting conditions.
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Sources, permissions, outputs, architecture and review points.
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Workflow setup and the connections included in the proposal.
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Real users, issues, observed behavior, and agreed adjustments.
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Comparison of usage and metrics to decide whether to continue or stop.
This example illustrates one possible workflow. It is not a case study or a promise of results. The actual design depends on each company.
Approved templates, products, terms, precedents and cases.
Requirements, customer, scope, constraints, and owners.
Preparation of a first version based on the agreed sources.
Commercial, technical, financial and risk review before approval.
Time to first draft, review cycles, corrections, exceptions and team usage.
A Pilot gains value by preventing open-ended expectations. Inclusions and exclusions are confirmed in writing before work begins.
There is no single price because the work depends on the process, systems and required level of control.
Steps, decisions, exceptions, volume and risks.
Participants, reviewers, owners, and permissions.
Formats, quality, access, volume, and maintenance.
CRM, email, documents, applications, and integrations.
Sensitive data, access, logging and validation.
Training, support and required documentation.
If the Pilot produces sufficient evidence, the next scope can stabilize the workflow, add new users or processes and transfer the capability to the team.