Building a Track Record for AI Implementation at a Specialized Trading Company (Short-term Pilot Design)

Deliverables: A 1-page executive summary (Objective / Methodology / Results / Next Actions) + screenshots of the implementation.

Focus on a Single Task: Select one specific target (e.g., initial inquiry response, meeting minutes, or document summarization).

Define Only Two KPIs: (e.g., response time / first-contact resolution rate).

Data Governance: Pre-define permission scopes, anonymization protocols, and storage locations (logging/opt-out from model training).

PoC Plan (2–4 weeks):

Measure the status quo (establish baseline).

Test with small-scale data (10–30 cases).

Evaluate based on metrics (Go/Keep/No-Go).

Production Roadmap: List To-Dos for full-scale deployment (access rights, operational procedures, and user training).