Test AI.
Validate its value.
A real workflow, a defined scope. Build, test and review with TaskWork before deciding to scale.
Beyond the demo.
Part of the work.
The pilot puts a real workflow to the test. Testing, exceptions and human review show what works and what needs to change before moving forward.
The starting point
A repeatable activity with clear boundaries.
Someone from the business to guide and validate.
Information suited to the use case.
People and criteria to handle exceptions.
Asana features and access verified.
AI in motion.
People in control.
An example journey. Stages and review points are defined when designing the pilot.
Input
Receive the request and required data.
Analysis
Interpret the input using the defined context.
Classification
Apply criteria for categorization and routing.
Action
Perform the action specified in the configuration.
Review
Route exceptions and decisions to a person.
Record
Document the outcome and decision made.
Build. Test.
Prepare the next step.
Discovery and build
Use case definition, workflow development and governance checkpoints.
- Scope and criteria
- Configured workflow
- Review and manual fallback
Testing and documentation
Test cases, adjustments and a record of the configuration.
- Validation scenarios
- Exception handling
- Workflow documentation
Preparation and decision
Owner guidance and an improvement recommendation based on testing.
- Prepared owner
- Reviewed results
- Defined next steps
One pilot.
One concrete problem.
Illustrative examples to explore—not client results.
From brief to approval.
Test brief triage and routing by request type, with validation by the people responsible.
- Intake and classification
- Approval routing
- Exception review
Status with context.
Explore portfolio information compilation and deviation flagging for PMO analysis.
- Status consolidation
- Risk signals
- Owner validation
Requests on the right track.
Assess service request triage and updates to the information supporting operational visibility.
- Organized requests
- Defined routing
- Tracking information
What validates
the next stage?
Criteria are agreed within the scope. Test analysis guides the decision to adjust, proceed or stop.
Quality
Do outputs meet the defined criteria?
Cycle time
How does work move through the stages?
Exceptions
Are deviations handled as planned?
Adoption
Can the owner and team operate the workflow?
Credits
How does usage behave during testing?
A collaborative pilot.
Clearly defined roles.
Asana
Platform and models.
Product administration features.
Platform operation.
TaskWork
Workflow design and configuration.
Testing and fallback procedures for failures.
Configuration documentation.
Your organization
Process owner.
Business approvals and guidance.
Assessment and validation of results.
Let’s align
expectations.
How long does the pilot take?
The timeline is defined in the scope, based on process complexity, data and dependencies. The schedule is agreed after assessing the case.
What happens if AI makes a mistake?
The design includes human review points and fallback procedures for failures and exceptions. Testing helps validate these procedures before deciding to scale.
Do I need to arrive with a chosen use case?
Having a candidate process helps start the conversation. If there is no priority yet, the AI Opportunity Assessment supports discovery and selection.
Does scaling happen automatically?
No. Pilot results are reviewed with the owners. Expansion depends on acceptance, prerequisites and defining the next stage.
Your use case.
The next test.
Talk to TaskWork to define a pilot with clear scope, review and criteria.