AI USE CASE PILOTS

Description

‍The purpose of an AI Use Case Pilot template is to document how a marketing team will test a particular AI application, clearly outlining the process for determining success or failure. By establishing structure around each experiment, the team has a shared understanding of the specific use case and the benefits they hope to achieve. The template also describes the requirements for supporting the use case, including the data, technology, and dependencies needed. Success criteria are defined up front so that everyone can measure whether the AI adoption leads to better outcomes or improved efficiencies, rather than adopting technology for technology’s sake.

‍Question

How will we design and measure a pilot AI marketing use case?

Steps

Document the use case by specifying who will be using the AI solution, what task it will address, and the necessary background scope and context.
Clarify the purpose of the pilot and the anticipated business benefit, making sure to connect it to marketing objectives or broader organizational goals.
Identify the technical requirements by specifying which AI tool or platform you’ll use, detailing necessary data inputs, and noting any dependencies or security considerations.
Outline the test criteria by selecting metrics, milestones, or checkpoints that will determine whether the pilot meets the desired outcomes.
Evaluate the final results against the success criteria, then decide if the solution should be adopted more broadly, refined, or replaced with a different approach.

Considerations

Align your pilot with the marketing team’s AI use case guidelines, ensuring it directly supports marketing objectives and stays within agreed-upon parameters.
Engage essential stakeholders, including technology and data teams, to verify feasibility and maintain alignment with organizational standards.
Engage essential stakeholders, including technology and data teams, to verify feasibility and maintain alignment with organizational standards.