Illustrative use case, not a completed client engagement.
The starting point
After a conversation, notes, service descriptions and current terms must be brought together in a consistent draft.
A possible workflow
The system structures requirements and assembles a draft from approved content. Sales reviews pricing and commitments before any proposal is sent.
What we would measure in a pilot
Time to first draft, amount of editing required and completeness of requirements.
Include these exceptions in testing
- Conflicts between meeting notes and scope
- Unapproved special terms
- Requirements with no matching approved content
Keep the decision traceable
For each test case, define what counts as correct and when the system should abstain. The reviewer sees the input, proposal and available supporting information together. Corrections are assessed before further steps are automated. A high success rate alone is not enough: the types of errors and their consequences matter too.
Prerequisites
Suitable sample data, available interfaces and an owner for subject-matter review. Actual integrations are determined after reviewing your systems.