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VANDAMPilot Workshop

Design your first AI pilotin one day with your leadership team.

One day with the CEO, CFO, head of HR and your legal lead. We start from a result you want to move, pick the workflow closest to it, mark every step to eliminate, automate or delegate, check what is ready and agree when the pilot goes on or stops. You leave with a one-page pilot card the team can start on the week after.

$4,800 one day

Improve supplier onboarding from 19 days to 5 by 31 March.

  1. Supplier onboarding
  2. Purchase order approvals
  3. Supplier invoice matching
  4. Price list updates
  5. Contract renewals

Supplier onboarding5 days 19

The call back on a known number is the control against payment fraud. It stays with a person, the AP lead.

Supplier onboarding pilot

Outcome
Supplier onboarding from 19 days to 5 by 31 March
Owner
CFO, with the AP lead on bank checks
Scope
Two buyers, new packaging suppliers, six weeks
Measure
Days from first contact to approved supplier, read every Friday
Readiness
  1. Value at stake ready
  2. Process clarity ready
  3. Data and context partly
  4. Deployment ready
  5. User adoption ready
  6. Change capacity partly
  7. Ownership ready
  8. Legal and controls partly
Go on if
Under 7 days in weeks 5 and 6, with no bank detail errors
Stop if
Any payment to an unverified account, or no gain by week 4

Agreed at 16:52 by the CEO, CFO, CHRO and general counsel.

Many companies start AI pilots.
Far fewer carry them into production.

42%
of companies abandoned most of their AI initiatives before production, up from 17% a year earlier. S&P Global survey of more than 1,000 respondents in North America and Europe, 2025.
46%
of AI proofs of concept were scrapped before they reached production at the average company, in the same survey.
63%
of finance organizations said AI implementation was slower than expected in 2025. Gartner survey of 204 finance leaders, March 2026.

Before deciding what work/product to transform, you need to decide the outcome.

Alex LiebermanCo-founderTenexSeptember 2026Source

Bring whoever has to sign off, so the pilot is decided in the room.

Most pilots start from a tool someone saw in a demo.
Yours starts from a number you want to move.

A pilot usually begins with a tool. Nobody writes down which result it should move, who owns that result or what would make the company stop, and a few months later it is still running without anyone able to say whether it worked. Many companies start pilots and far fewer carry them into production, as our notes on why pilots stall lay out.

The workshop runs the other way around. The leadership team agrees on one outcome in a plain form: improve this measure from this baseline to this target by this date. Then we take the workflow closest to it, draw it as it runs today and mark every step. E means eliminate it, A means an agent automates it, D means delegate it to the person who should own it.

During the workshop, we asked every exec to write out one of their/their teams key processes step by step and place an E (eliminate), A (automate), or D (delegate) next to each step.

Alex LiebermanCo-founderTenexApril 2026Source

Finance, HR and legal sit at the table for the steps that touch money, people and risk, so their questions get answered on the day and come back as conditions on the pilot. The day ends with a readiness check across eight areas and the rules for going on or stopping. Once the pilot runs, an AI Opportunity Map ranks what comes next, and a Company Redesign takes on the whole company.

What the leadership team takes home.

The pilot card is one page: the outcome with its baseline and target, the owner, the people and work in scope, the measure and how often it is read, the readiness ratings and the conditions to go on or stop. Every line traces back to the step or the discussion it came from.

The marked process sits behind it, today and redesigned, with the time each step takes. When someone later asks why a step stays manual or what legal agreed to, the answer is written next to the step.

What every workshop produces.

Your outcome and workflow differ. The day produces the same things each time.

  • Outcome statement

    One measure, its baseline, a target and a date.

  • Workflow shortlist

    The workflows close to the outcome, and why one was picked.

  • Process today

    The chosen workflow step by step, with owners and time.

  • Marked process

    Every step marked E, A or D, and the redesigned flow.

  • Readiness check

    Eight areas rated, with what to fix before the start.

  • Go and stop criteria

    What must be true to go on, revise or stop, and by when.

  • Pilot card

    Outcome, owner, scope, measure and conditions on one page.

  • Next steps

    Who does what in the week after the workshop.

  1. Morning: the outcome and the workflow

    We agree one outcome with a baseline, a target and a date, list the workflows close to it and pick the one that would move it most. Then we draw that workflow as it runs today, step by step, with who does each step and how long it takes.

  2. Early afternoon: mark every step

    Each step gets a letter: E for the steps that can go, A for the ones an agent can take, D for the ones that belong with someone else. The new process is drawn next to the old one, with the time each step should take.

  3. Late afternoon: readiness and the card

    We rate eight areas from value at stake to legal controls, decide what has to be fixed first and write the criteria to go on or stop. The pilot card is signed off before everyone leaves.

Designed in a day.
Built when you are ready.

Some teams run the pilot themselves from the card. Others ask us to build it and to review the results with them against the go and stop criteria, on the dates written on the card.

  • Pilot build

    The agent and connections for the marked process, built on your stack.

  • Go or stop review

    A session at each decision date, against the criteria on the card.

  • Measure tracking

    The measure followed from its baseline, so the result is clear on the day.

  • Next workflow

    When the pilot passes, the next workflow designed the same way.

What you
receive.

  • Pilot card

    One page with the outcome, owner, scope, measure and go/stop rules.

  • Marked process

    The workflow today and redesigned, every step marked.

  • Readiness check

    Eight areas rated, with what to fix before the pilot starts.

Before you ask.

Who needs to be in the room?

The CEO, the CFO, the head of HR and whoever covers legal, plus the owner of the workflow if that is someone else. Up to eight people works well.

Do we need to prepare anything?

A short call the week before to agree two or three candidate outcomes. A baseline number for each makes the morning go faster.

What if we pick the wrong pilot?

The stop criteria are written so a wrong pick shows early. The card says what has to be true by which date, and what happens if it is not.

How does this relate to the AI Opportunity Map?

The workshop designs one pilot in one day. The map looks across the whole company and ranks where to start. Once the pilot runs, the map shows what comes after it.