For CEOs and transformation sponsors

Use pilot results to guide your next AI investment.

ThinkStack helps your team prepare management briefings and assess pilot results. Review the business outcomes, quality, costs, and remaining staff effort before deciding where to expand.

The work to improve

Assign an owner and success criteria to each AI initiative.

A pilot needs a process to improve, an owner who can judge the results, and evidence to support the funding decision. ThinkStack can prepare the work and record how agents performed it. Your leadership team decides whether the results justify further investment.

01 · Inputs your team can access
Business dataApproved data and reports
Pilot baselineEffort, quality, and volume
Execution evidenceUsage, costs, and run records
Owner feedbackReviewer findings and approval decisions
02 · Outputs for review
Workflow concept. Connections, permitted actions, and review requirements depend on the agreed configuration.

Where to start

Prepare the material for a leadership decision

Select a workflow with approved inputs, accountable reviewers, a measurable outcome, and a manageable implementation scope.

01Executive briefing preparationCollect the figures and context behind the next management discussion.
Start with
Approved operational datasets, management reports, and the questions leadership wants answered.
Agent preparation
Analyze changes between reporting periods, retrieve supporting information, and prepare charts and briefing text. Flag explanations that lack sufficient evidence.
What your team receives
A draft briefing with calculations, source references, and unresolved questions.
Human review and approval
The responsible leaders verify the interpretation and decide what to present or act on.
What to measure
Preparation and review hours, corrections, and readiness for the meeting.
02Cross-functional reporting preparationCombine department reports into a shared management report.
Start with
Department reports, approved datasets, metric definitions, and a common reporting structure.
Agent preparation
Organize the inputs, prepare comparisons, and flag missing information or conflicting definitions for the owners.
What your team receives
A consolidated draft with supporting material and unresolved issues.
Human review and approval
Department owners reconcile differences and approve their contributions. The report owner approves the final report.
What to measure
Coordination time, missing or unresolved inputs, review rounds, and time to approval.
03Pilot performance assessmentPrepare the evidence needed to decide whether to expand, revise, or stop a pilot.
Start with
Agreed baselines, accepted pilot results, complete cost data, and reviewer findings.
Agent preparation
Organize the results, calculate the agreed comparisons, and prepare a draft assessment with supporting evidence and explicit assumptions.
What your team receives
A pilot assessment covering business results, quality, costs, adoption, and unresolved risks.
Human review and approval
The sponsor and functional owners judge the tradeoffs and authorize the next investment.
What to measure
The agreed business outcome, cost per accepted result, remaining staff effort, and unresolved quality issues.

Review example

Review the evidence before expanding a pilot

A sponsor can review one workflow against the criteria agreed before the pilot.

Workflow
Recurring operations report
Accountable owners
Operations owner, report reviewer, and executive sponsor
Baseline
Preparation and review time, correction effort, volume, and quality
Pilot evidence
Approved reports, total costs, and reviewer findings
Decision conditions
Use the agreed criteria to decide whether to expand, revise, or stop.
Illustrative assessment structure. No customer result, payback period, or productivity gain is claimed.

The leadership team sets the decision criteria and approves expansion. Assess adoption alongside the quality and value of the work completed.

Pilot measurement

Compare business outcomes with the full cost.

Use the same reporting period and scope for the baseline and pilot measurements. Include implementation costs and remaining staff effort.

Business outcome
Completed work accepted by reviewers and the operational results it supports.
Quality
Reviewer findings, corrections, and failures that remain open.
Total cost
Implementation, licensing, usage, support, and staff time.
Adoption
Use of the workflow and feedback from its owners and reviewers.

Platform capabilities

The modules behind these workflows

Review the relevant capabilities with your technical team and confirm the configuration for the intended use.

Data Analysis Playground

Run SQL and Python analyses, then inspect the code, tables, charts, and execution records.

View the capability

Document Writing Agents

Review proposed edits as tracked changes, with supporting source passages, author details, and revision history.

View the capability

Flow Orchestrator

Define the sequence of steps, tool calls, inputs, and outputs for a repeatable workflow.

View the capability

Observability & Tracing

Inspect tool calls, source retrievals, generated responses, errors, and usage costs for each run.

View the capability

Evaluation Harness

Score representative cases against defined rubrics and compare automated scores with human review.

View the capability

For the buying team

Review the details with each functional leader.

Review the workflow with the people who will operate it, approve it, and fund it.

Common questions

Before you plan the workflow

How should we choose the first workflow?

Choose a recurring task with inputs your team can access, an accountable owner, and a reviewer who can define success. Assess integration effort and control requirements before committing to the pilot.

Who needs to participate?

Include the executive sponsor, operational owner, reviewers, and the technical and control owners needed for the intended use. Agree on who can authorize changes and expansion.

What should justify expansion?

Agree on the business outcome, quality, cost, and operating requirements before the pilot. Expand when the results meet those criteria and the next workflow has the required sources, owners, and controls.

Where can functional leaders review the details?

The Operations, Finance, Risk & Compliance, and Regulatory Affairs pages describe the relevant workflows, review responsibilities, and measurement plans.