Value · 30%
Handling-time gain, cycle-time change, adoption, and net monthly value.
AI Automation Pilot Scorecard
Compare your real pilot with its baseline, test five decision dimensions, expose blocking gaps, and generate a transparent Scale, Improve, Pause, or Stop report.
- ✓ Transparent 0–100 scoring
- 🛑 Explicit stop gates
- 📊 Baseline vs pilot
- 📥 Copy, CSV, and PDF
Decision
Pilot decision
0
Weighted readiness scoreValue 30% · Quality 25% · Reliability 20% · Controls 15% · Evidence 10%. Decision gates can override this score.
Five decision dimensions
Observed operational outcomes
Target and gate comparison
| Measure | Observed | Threshold or gate | Status |
|---|
Recommended next actions
Transparent Method
A score cannot replace accountable judgment
The scorecard makes its weights, formulas, thresholds, and override gates visible so a team can challenge assumptions and inspect the evidence behind the decision.
Quality · 25%
No-change acceptance, minor edits, major corrections, and verified final error.
Reliability · 20%
Exceptions, technical failures, fallback use, and material incidents.
Controls · 15%
Authorization, human review, access, recovery, records, incidents, tests, and monitoring.
Evidence · 10%
Comparability, representativeness, edge cases, reviewer records, costs, and sufficiency.
Core formulas and decision rules
- Effective assisted cases: eligible monthly cases × AI coverage × actual adoption.
- Gross monthly labor value: effective assisted cases × saved human minutes per case ÷ 60 × loaded hourly cost.
- Net monthly value: gross monthly labor value − recurring monthly cost. Payback is setup cost ÷ positive net monthly value.
- Draft usability: no-change acceptance + 50% of minor-edit acceptance. Verified final quality also compares pilot error with baseline error.
- Overall score: value × 30% + quality × 25% + reliability × 20% + controls × 15% + evidence × 10%.
- Scale Gradually: overall ≥ 80 plus minimum dimension scores, all five operational targets, no material incident, and no blocking control gate.
- Override gates: an unresolved material incident forces Stop & Investigate. Any material incident, an unapproved exact use, controls below 50, or missing qualified review for medium/high impact forces Pause.
FAQ
Pilot scorecard questions
It combines observed value, quality, reliability, implemented controls, and decision evidence, then applies explicit safety and governance gates before recommending gradual expansion.
No. They are editable planning defaults. Set thresholds appropriate to the workflow, impact, risk, users, sector, jurisdiction, and decision before interpreting the result.
Improve means the pilot can be redesigned and retested without a blocking gate. Pause indicates a control, evidence, performance, or governance gap. Stop and Investigate is triggered by an unresolved material incident.
No. Accountable business, security, privacy, legal, compliance, technical, and other required reviewers must make the actual approval decision. High-impact use may require stronger evidence and controls.
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