How to plan a pilot for a creative tool
Before turning a recurring task into software, run through one example from beginning to end. The interesting part is often the handoff: what does the next person need that the first person forgot to record?
Pick one working session
Suppose an artist is reviewing changes to a commission. Use one example brief, one revision and the decision that approves it. Record what people actually need to see; a list of features rarely reveals that.
Try the awkward case
What happens if two pieces share a title, a reference arrives late, or someone reopens an old decision? Choose one exception and see whether the record is still intelligible. Use invented or shareable material for an initial discussion.
Decide whether it helped
Name the person who will try the pilot, what they currently use and which result would justify a second test. The Systems page describes projects at different stages. Enquire about the relevant system to discuss availability.