Plan an enterprise pilot
An enterprise pilot starts with a concrete workflow your team wants to improve. Hexagon works with your team to connect the systems and context it needs, test the workflow, and measure the result.
Choose a task that happens often enough to evaluate and has a clear owner.
Prepare the pilot brief
| Item | What to bring |
|---|---|
| Outcome | The result the team needs, stated in operational terms. |
| Current process | The steps, handoffs and systems used today. |
| Sources | Records, policies and decisions that govern the work. |
| Owner | The person accountable for the process and its decisions. |
| Boundaries | Actions requiring review, approval or escalation. |
| Measurement | A baseline and a way to inspect the outcome. |
A customer handoff, meeting preparation or recurring operations brief can provide a focused starting point. Choose according to your team's actual work.
Test real variations
Include straightforward cases and cases with missing information, conflicting sources or an unresolved approval. The pilot should reveal how the workflow behaves when it cannot complete every step.
Review the output with the people who currently perform the work. Check whether it is accurate, usable and consistent with the approved process.
Decide what expands next
Use the evidence to refine the workflow before adding more sources, teams or actions. Confirm required integrations and deployment availability with Hexagon rather than assuming an illustrative website example matches your environment.
Talk to the Hexagon team with the workflow brief to discuss implementation.