One product family
A small supplier set and one agreed requirements profile.
Four weeks
A planning example, subject to data readiness and agreed effort.
Scope-based quote
Fees and responsibilities are confirmed in a written proposal.
The result
What you should have at the end.
- A reviewed register linking claims to source documents.
- A reasoned requirement-gap report with next actions.
- A focused supplier follow-up list or request workflow.
- An export of applicable reviewed records.
- A closing review of time spent, unresolved issues and next steps.
From your side
What a useful pilot needs.
- One workflow owner and access to a relevant reviewer.
- Representative documents you have permission to share.
- Supplier/product identifiers and the rules to check against.
- Time for kickoff, exception review and closing evaluation.
Agree effort estimates and data-handling terms, including hosting, AI processing, access, retention and deletion.
Working sequence
Four weeks, clear checkpoints.
Define
Choose the sample, review criteria and a baseline for existing effort.
Review
Structure the evidence and review uncertain or sensitive claims.
Check
Evaluate requirements and prepare focused supplier follow-ups.
Decide
Review outputs, remaining manual work and whether to expand.
Evaluation criteria
Measure what matters.
| Measure | How to evaluate it |
|---|---|
| Review effort | Compare reviewer time on comparable samples, including exceptions and corrections. |
| Evidence coverage | Count requirements satisfied by applicable, reviewed records. |
| Follow-up precision | Review whether each request asks only for unresolved evidence. |
| Evidence reuse | Check whether an existing record satisfies another requirement without re-entering it. |
No guaranteed cost savings, regulatory certification, PCF calculation or packaged ERP integration is included in this pilot outline. Enterprise rollout requires separate scoping.