Name the work.
Choose a specific workflow. Who performs it, what decision does it support, and where does effort accumulate? A concrete description gives your team something to evaluate together.
Define a useful outcome.
Describe the improvement you want to see. Faster turnaround may matter, but so may quality, consistency, or time returned to more valuable work. Decide what evidence would make a pilot worth continuing.
Ask who needs to be ready.
Map the people who will use, review, and support the workflow. What knowledge, authority, and support do they need? The answer should shape the implementation plan alongside the technology.