Team AI Adoption Use Case Template

Use this before buying licenses, building integrations, or announcing a team rollout.

Use Case

Name: Team: Owner: Champion: Decision date:

Before

• Current workflow:
• Average time per task:
• Volume per week/month:
• Current quality issue:
• Current tool/system of record:

After

• AI-assisted workflow:
• Human review step:
• Stop/escalation condition:
• Hypothesized time per task (validate in pilot):
• Hypothesized quality change (define the test):

Data And Risk

• Data bucket: Public / Internal / Confidential / Restricted
• Approved AI tool:
• Customer-facing? Yes / No
• Regulated or legal/compliance-sensitive? Yes / No
• Logging/audit requirement:

Success Criteria

Pilot Decision

Choose the review date and sample from task frequency, affected roles, consultation needs, risk, and the evidence required. There is no universal 90-day window.

Choose one:

• Scale: measurable gain, acceptable risk.
• Refine: promising, but reliability/training/tooling needs work.
• Cancel: no meaningful gain or risk too high.

Decision notes: