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Planning Guide

From pilot to production: define the decision before the demonstration.

A checklist for turning a connectivity or edge pilot into a controlled production decision.

The demonstration works. The production decision is still unclear. Define the evidence required to expand, revise or stop before committing to a wider deployment.

Illustrative opening—not a customer case study.

A pilot should answer a defined question. Without a baseline, acceptance criteria and an expansion decision, a successful demonstration can still leave the business unsure what to purchase or operate.

Name the business owner

Identify who owns the operational consequence and who can approve the next investment. Include the technical and application stakeholders.

Bound the use case

Specify the location, devices, applications and operating conditions. Keep the pilot narrow enough to evaluate and meaningful enough to inform the production decision.

Set acceptance criteria

Agree what will be measured and how. Separate technical objectives from business outcomes that depend on other systems and processes.

Identify the full support model

Document infrastructure, connectivity, equipment, application, security and model responsibilities where applicable.

Prepare for change and rollback

Define authorized changes, test procedures, documentation and the conditions for restoring the previous environment.

Decide what happens next

Agree on the evidence required to expand, revise or stop. Include delivery effort and ongoing support obligations in the decision.

The value of a pilot is not only a working demonstration. It is a clearer, evidence-based decision about production.

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Scope a Pilot

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