Choosing the process for your first pilot

Which process is worth testing with AI first?

Find where your company loses time, money and customers, and how AI could help. Over one to two weeks, use interviews and working data to map constraints, set priorities and define the first pilot. A free self-assessment is available for an initial view of readiness.

Run by the authors of the method — Sergei Lipchanskii and Askhat Urazbaev.

Two ways in

Two ways to understand your starting point.

Choose the level of detail you need. You can start with the self-assessment and decide about the audit afterwards, or go straight to the audit if you already know the company is ready.

How ready are we to use AI?

Self-assessment

Choose this if you want a quick, free check of your company’s AI readiness.

How it works: Twenty questions across five dimensions: awareness, tooling, process thinking, evaluation and readiness to change. You answer online and see a breakdown as soon as you finish. No contact details are required.

What you get

  • A score for each of the five dimensions, based on your answers
  • One question to discuss with your team, drawn from your lowest-scoring area
  • A link to the process audit if you need to examine specific work in detail

Time and format

Ten minutes online

Free

Which process comes first?

Process audit

Choose this if you have several candidate processes and need evidence to choose what to test first.

How it works: Compare 15–20 processes using business goals, four to six interviews and working data. Examine one or two in detail, check economics and data gaps, and prepare pilot requirements and a six- to twelve-month plan.

What you get

  • A short comparison of the processes reviewed, with a reason to test, improve or defer each one
  • A draft pilot design for the strongest candidate, including data, human review, quality checks and a starting autonomy level
  • A six- to twelve-month plan with work sequencing and a budget estimate; detailed requirements for the first pilot
  • A working session with the decision-makers to review findings and agree who will decide the next step

Time and format

One to two working weeks after kick-off

€12,000 standard: one pilot outline, excl. VAT and applicable taxes. Extended (two shortlisted processes): price on request.

When to choose an audit

How to tell whether an audit is what you need.

The audit helps when you have several possible places to use AI and need evidence to choose where to start. If a quick assessment or an implementation project is a better fit, we will say so.

  • You have AI ideas but do not know which would affect revenue, cost or service quality.

    ✓ Audit
  • Employees are overloaded with manual work, decisions are delayed and the reasons get lost between departments.

    ✓ Audit
  • Leaders see the problem differently. You need a shared view based on data and a case for the first investment.

    ✓ Audit
  • The process is chosen and your team wants to learn to design and test a solution.

    → Workshop
  • The process is chosen but you have no team to build it — you need a working system delivered.

    → Implementation
  • You are still deciding whether your company is ready to run an AI pilot.

    → Self-assessment

How we check findings

Each recommendation includes its basis and a way to measure the result: a work example, data or an observation. We label opinions and hypotheses separately. If employee accounts differ, we check documents and actual cases.

Find tasks with a business impact

Over one to two weeks, compare business goals, processes and data. The audit includes four to six interviews with managers and practitioners and a comparison of 15–20 processes. We examine one process in detail in the standard format, or two in the extended format. Use existing materials and fill gaps through meetings or AI-guided interviews completed online.

Research

How the work actually happens

Trace a task across departments, from request to outcome for the customer and company. Ask to see a recent case, documents, correspondence and system actions. Record waiting, duplicate entry, rework and decisions dependent on one person. Identify who owns the whole process.

Example from a process audit at a trading company. The initial hypothesis linked lost deals to slow approvals. Interviews with practitioners pointed instead to working-capital limits and the order in which requests were selected. The investigation shifted to how resources were allocated and decisions made.

Data and knowledge

What systems hold and what only employees know

Review CRM and accounting exports, spreadsheets, documents and metric definitions. Check discrepancies and decide which source to use. File availability, access rights, permission for AI processing and data quality are separate checks.

Collect examples of expert decisions: which signals matter, which exceptions experts make and why. The result is a source map and a list of gaps to close before a pilot.

Economics and priorities

What to change and how to measure the impact

Connect changes to revenue, costs, service quality or resource use. Compare expected impact, complexity and risk. Estimate prototyping and ongoing operation separately. For selected tasks, prepare:

  • Impact and cost estimates. What will change, why, and the cost of building and supporting it. Record the sources behind the figures, assumptions and missing measurements.
  • Pilot requirements. Input data, AI actions, exact calculations and checks, human roles and limits. Identify where a ready-made tool, system configuration or a working-rule change would suffice.
  • Starting conditions. A person accountable for the outcome, access, data preparation and expert participation, accounting for dependencies and team capacity.
  • An evaluation plan. Baseline measures, quality criteria and whole-process metrics. Define what would justify continuing and what must not get worse.
  • An improvement cycle. Which decisions and results to retain, who reviews errors and how to update agent knowledge and checks.

Build a six- to twelve-month plan with sequencing and a budget estimate. Specify the first pilot in more detail: the task, requirements, owners and immediate actions.

Agree the first steps with leadership

In a one-hour meeting, present the problem map, priorities and calculations. Separate confirmed facts from hypotheses and discuss budget and owners. Include any clarification of working procedures or data preparation needed before starting. The team receives materials it can use to discuss and launch the next stage.

Price, time and commitment

What it takes, and what we need from you.

Price
The standard process audit costs €12,000, excl. VAT and applicable taxes, and ends with one pilot outline. The extended format covers two shortlisted processes; we quote it on request. The self-assessment stays free.
Scope and timing
A standard audit takes one week and examines one process in detail. The extended format takes two weeks and covers two processes. Agree interviews and data access at least one week before the start.
Your team’s time
Four to six interviews with managers and practitioners. We ask for work examples, clarify data discrepancies and discuss findings. The final leadership meeting takes 60 minutes. Participants and the calendar are agreed before the start.
Prepare in advance
Business goals, existing ideas and process descriptions, task examples and reports. A coordinator helps arrange meetings and obtain data. Agree research scope, system access or screen-sharing arrangements, and the final meeting date before starting.

The authors of the method

Run by the authors of the method.

Sergei Lipchanskii, Askhat Urazbaev. Sergei founded Kiberry (AI consulting and platform work since 2023). Askhat co-founded ScrumTrek (product and Agile transformations since 2008).

Where the audit format came from

Before building a pilot, we need to know which process is worth testing and whether its results can be checked. The audit makes that choice explicit: we compare candidate processes, look for a usable feedback loop, and outline a pilot only where the evidence supports one. Our article on the Stalled Flywheel explains why feedback matters.

FAQ

Common questions.

What is the difference between the self-assessment and the audit?

The self-assessment is a short online questionnaire: one person answers twenty questions and sees a breakdown across five dimensions. It reflects that person's answers, not a verified company-wide assessment. The audit examines business goals, interviews managers and practitioners and checks working data. In one to two weeks, we prepare a problem map, priorities by impact and complexity, and requirements for the first pilot.

What if the audit says we do not need AI right now?

We explain what causes the problem and how to address it through system configuration, working rules, data preparation or a ready-made tool. The plan separates these tasks from AI projects and records the basis and expected result of each recommendation.

Can we have the audit without the session with the executive team?

Yes. We recommend involving the person who can sponsor the next step, because the review is most useful when its findings can inform a decision. If that person cannot join, we can present the findings to the process owners and agree how to take the recommendation to leadership.

Request

Request an audit or discuss your process.

We can arrange a call with one of the leads. On the call we check that the audit is actually what you need, and agree the format.

Company size *
What you need *
How many processes are you considering for AI? *

We use your details to respond to your enquiry. Please avoid sending confidential information in the message.

Let’s
work together

Tell us what your team needs to learn, build or change. We’ll help you choose a training programme or plan implementation.

See the work

Read how a US bid firm chooses which bids to chase from its own track record, and how an executive search firm works with AI agents.

Read the cases
Kiberry

© 2026 Kiberry — the Cyprus-based practice of ScrumTrek

Operated by Skill Tech Consulting Limited, Hong Kong SAR · Registration no. 76164705