Read-only demo · A completed research workspace with fictional sample interviews. Browse the evidence and saved results. Changes and new AI requests are unavailable.
What could block the pilot?
Scope: Customer onboarding · Saved conversation
Question
Where do the stakeholders disagree about the pilot, and what should we resolve first?
Prism
Maya supports a pilot next month if it replaces the spreadsheet. Jordan wants to wait for reporting integration so delivery does not have to update two systems. The useful next step is to check whether a small pilot can replace the spreadsheet before integration is complete. A handoff-mapping exercise is an interim action Jordan explicitly supports.
Maya Chen · 5:15 · Operations: making handoffs visible
“I can support a pilot next month, but only if it replaces the spreadsheet. Another place to enter the same update will not get used.”
Read in transcript →
Jordan Blake · 3:45 · Delivery: fewer tools, clearer priorities
“I would wait until the reporting integration is ready. Otherwise my team will have to update two systems during our busiest month.”
Read in transcript →
Jordan Blake · 5:15 · Delivery: fewer tools, clearer priorities
“We could map the handoff with one team and agree who owns each step. That would be useful even before we change the software.”
Read in transcript →
Follow-up
What do they agree on?
Prism
They agree on making ownership explicit and avoiding duplicate reporting. Priya adds that the person responsible must keep customer-facing dates accurate. Start by agreeing an owner and a reliable next-update date for each handoff.
Maya Chen · 3:45 · Operations: making handoffs visible
“Start with one delivery team. Give every handoff a named owner and show the customer when to expect the next update.”
Read in transcript →
Jordan Blake · 2:15 · Delivery: fewer tools, clearer priorities
“A named owner would help. But ownership alone is not enough if the deadline in our delivery system disagrees with the one the customer sees.”
Read in transcript →
Priya Shah · 5:15 · Customer success: confidence through timely updates
“An automatic message with an old date is worse than no message. Someone needs to own the accuracy before an update goes out.”
Read in transcript →
This is a saved example. New questions are available in customer workspaces.