JOSE SANTOS
Clarify one operating problem, decide whether AI can help, and plan a test with clear measures of success.
What you will leave with: A short decision summary: run a pilot, revise the plan, use a simpler solution or stop. If you choose a pilot, you will have a plan with an owner, approved information, safeguards and a way to measure success.
Choose one recurring process. Work through the sections in order. Each section builds on what you have learned and prepares you for the next decision. If new information changes an earlier answer, update it before moving on.
Duplicate this page into your own workspace and replace the bracketed answers. Add or duplicate step blocks as needed. Keep answers short. Say what is known, what is estimated and what still needs checking. Give the source for important facts. If a question does not apply, say why.
You can complete the canvas on your own. For help from AI, use the guided prompt to work through a section or the review prompt to improve your draft. You decide which answers to accept.
When you are done: Section 8 states the decision, why it makes sense, what happens next, who is responsible and when you will review it. Revising the plan or stopping is a valid outcome. A pilot can start only when the requirements in section 7 are met. Its results come later.
Start with the business result you want to improve. This helps you decide which process to examine in section 2.
What work are you looking at? Who does it, and who depends on the result?
[Your answer]
What needs to improve, and why is it worth addressing now? Describe the result before choosing a technology.
[Your answer]
What happens today? Give a useful measure or a recent example, including where it came from and the period it covers. Label estimates. If you do not know the current result, say how you will find out.
[Measure or example, source, period, and any gap]