01 / SOURCES
Source inventory
Record owner, version, review date, classification and whether each source is approved for the pilot.
Download CSVIMPLEMENTATION TOOLKIT
Turn the idea into a controlled pilot.
Five simple templates establish the source corpus, user access, recurring questions, regression tests and pilot measures before confidential material is introduced.
02 / ACCESS
Access matrix
Define which roles can query, upload or approve knowledge and where human review remains mandatory.
Download CSV03 / QUESTIONS
Priority questions
Capture the recurring questions that consume senior time and identify the source that should answer them.
Download CSV04 / TESTING
Regression tests
Define expected sources, answer elements and stop behaviour before the desk is released to users.
Download CSV05 / VALUE
Pilot metrics
Track adoption, cited-answer rate, escalations, reported errors and time saved during the measured pilot.
Download CSVNEXT / SCOPE
Build the pilot brief
Use the readiness assessment first. It converts the current operating foundations into a recommended starting point.
Take assessment →