The engagement system for this pilot — value, proof, ROI, blockers, and the path to conversion.
Demo datasetStore: Demo Data
Illustrative pilot dataset — figures model a representative enterprise deployment.
Govern the bank's AI-assisted lending decisions with enforced human approval and audit-ready evidence.
Days remaining
19
To conversion
24d
Pilot Health
69%
Pilot HealthWhy Pilot Health mattersComposite of criteria, milestones, evidence, engagement, and blocker risk — 0.30×criteria + 0.25×milestones + 0.20×evidence + 0.15×stakeholders + 0.10×(100−blocker_risk)
69%
ROI DemonstratedWhy ROI Demonstrated mattersEnterprise Standard v2.1 · Platform Default
$246k
Evidence CompletenessWhy Evidence Completeness mattersFramework readiness blended with milestone evidence coverage — 0.6 × framework_readiness_avg + 0.4 × milestone_evidence_coverage
85%
Procurement ReadinessWhy Procurement Readiness mattersShare of procurement checklist items complete — complete_procurement_items ÷ total_procurement_items × 100
90%
Conversion LikelihoodWhy Conversion Likelihood mattersWeighted sponsor, procurement, technical, evidence, ROI & contract readiness — 0.25×sponsor + 0.20×procurement + 0.15×technical + 0.15×evidence + 0.15×roi_acceptance + 0.10×contract_readiness
75%
What the pilot is proving — target vs current.
Kickoff through contract decision.
Due May 2, 2026 · Executive Sponsor · 2 evidence artifacts
Due May 12, 2026 · Technical Owner · 3 evidence artifacts
Due May 26, 2026 · Technical Owner · 5 evidence artifacts
Due Jun 27, 2026 · Compliance Owner · 12 evidence artifacts
Due Jul 1, 2026 · Executive Sponsor · 4 evidence artifacts
Due Jul 8, 2026 · Procurement Owner · 0 evidence artifacts
Due Jul 20, 2026 · Executive Sponsor · 0 evidence artifacts
Who needs to act next — influence-weighted.
Sarah MitchellEngaged
Executive Sponsor · high influence · last engaged 6d ago
Needs: Approve ROI assumptions
David OkaforEngaged
Champion / Technical Owner · high influence · last engaged 5d ago
Needs: Confirm integration sign-off
Marcus HaleAware
Compliance Owner · medium influence · last engaged 9d ago
Needs: Finalize ISO 42001 evidence
Lena PetrovBlocker
Procurement Owner · high influence · last engaged 19d ago
Needs: Engage and receive evidence package
Priya NairAware
Security Reviewer · medium influence · last engaged 11d ago
Needs: Complete security questionnaire review
Tom BishopAware
Legal Reviewer · medium influence · last engaged 12d ago
Needs: Redline the DPA
UnassignedNot Engaged
Finance Approver · medium influence · last engaged 28d ago
Needs: Identify budget owner
Enterprise Standard v2.1 · Platform Default · expected scenario
Operational Savings
$123,760
Compliance Savings
$38,000
Audit Savings
$30,400
Risk Avoidance
$54,000
Total Annual Value
$246,160
Annual Savings
$192,160
Total Annual Value
$246,160
3-Year Value
$738,480
Payback
4.4 mo
Procurement-grade package — reuses the Evidence Export Center.
Latest package
8 artifactsDigest a98b0bab…4858 · Jun 22, 2026
Missing evidence
Unsigned in demo/local mode — SHA-256 content integrity only. Production signing requires an HSM-backed key (PAdES) and RFC 3161 timestamping.
Framework readiness with drill-down evidence, controls, and owners.
SOC 2 Type II
Ready184 evidence · 58/63 controls
NIST AI RMF
Ready142 evidence · 71/74 controls
ISO/IEC 42001
In Progress96 evidence · 33/38 controls
HIPAA Security Rule
Ready121 evidence · 44/46 controls
Internal AI Policy
Ready67 evidence · 28/28 controls
Procurement asks one question: “Can I buy this?”
Security Questionnaire
CAIQ + SIG Lite responses
Architecture Diagram
Reference deployment topology
Risk Assessment
AI & vendor risk report
Privacy Documentation
DPA + data-flow inventory
Evidence Package
Signed ZIP export
Compliance Reports
SOC 2 / NIST / HIPAA mapping
Pilot Summary
Objective scorecard
ROI Report
Savings model
Deployment Checklist
SSO/SCIM cutover plan
Executive Summary
Board-ready brief
What stands between the pilot and conversion.
Recommended: Submit completed CAIQ and schedule the security review call.
Owner: Security Reviewer · If unresolved: Blocks procurement review and contract decision.
Recommended: Sponsor to introduce procurement owner and share the evidence package.
Owner: Procurement Owner · If unresolved: Stalls the procurement track entirely.
Recommended: Send the standard DPA for redline this week.
Owner: Legal Reviewer · If unresolved: Delays contract signature.
The shortest path to conversion — who does what next.
Send executive summary to sponsor
Account Team · due Jun 27, 2026 · Executive Summary report
Validate ROI assumptions with sponsor
Executive Sponsor · due Jun 28, 2026 · ROI Report
Schedule procurement review
Procurement Owner · due Jul 2, 2026 · Procurement Package
Get security sign-off
Security Reviewer · due Jul 3, 2026 · Evidence Package
Generate latest evidence package
Account Team · due Jun 27, 2026 · Evidence Package (ZIP)
Confirm budget owner
Finance Approver · due Jul 4, 2026 · ROI Report
Prepare conversion proposal
Account Team · due Jul 10, 2026 · Conversion Readiness Brief
Is this pilot ready to become a paid contract?
Recommended close motion
Secure ROI sign-off
On track. Get sponsor sign-off on the ROI assumptions, then advance to procurement.
Buyer-ready documents — reuse the shared report & export engines.