Service guides / AI automation
Pilot planning · AI automationTender document sorting: pilot planning
Try a bounded sample before expanding the work. Start with a tender folder and document naming rules and plan a document register grouped by trade and revision.
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The project in view
- Start with
- a tender folder and document naming rules.
- Proposed result
- a document register grouped by trade and revision.
- A decision to resolve
- superseded drawings mixed with current issues.
This is a planning example. It does not describe a completed client engagement.
Pilot planning for this project
- Choose a small part of a tender folder and document naming rules with an independently checkable result.
- Produce a document register grouped by trade and revision on that sample and record review corrections.
- Include superseded drawings mixed with current issues in the pilot; do not expand the scope until its treatment is agreed.
Questions to answer together
- Which sample includes both routine work and an exception?
- What time, correction and completeness measures will be recorded?
- What finding would require changing the scope before continuing?
What to have at the end
A pilot plan with a representative sample, review date and continuation decision.
Record the decision on superseded drawings mixed with current issues alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.