1. Align on Project Goals & KPIs
Start by clarifying why you’re running the pilot:
Efficiency (e.g., 50–70 % reduction in documentation time)
Clinician well-being (e.g., burnout reduction, improved focus)
Documentation quality and patient experience improvement
Define measurable KPIs—such as adoption rate, documentation time saved, clinician satisfaction—to anchor pilot success.
2. Estimate Usage Volume
Discuss with your customer:
Number of clinicians (by specialty, if applicable)
Frequency of sessions per clinician per day/week
Phased or full-scale rollout plans
This helps inform pricing discussions, infrastructure readiness, and support planning.
3. Define Essential Workflows & Features
Work with clinicians to map:
Workflows: transcription, live documentation, editing, templates, coding
Clarifying these helps guide feature configuration and trade-off decisions.
4. Confirm Budget & Commercial Terms
Ensure clarity around pricing:
Per-seat costs vs potential free tiers or trial periods
Any overage or ancillary fees
Alignment with ROI expectations
This keeps vendor selection and pilot scope aligned with budget constraints.
5. Engage Clinician Sentiment Early
Solicit feedback from clinical staff about AI documentation:
Use surveys or interviews to gather needs e.g. exemplary templates / clinical notes and concerns
Identify potential adoption barriers
Appoint clinical champions to model usage and drive uptake.
6. Ensure Regulatory & Security Compliance
Show how Corti supports standards such as HIPAA, GDPR, or local equivalents via secure deployment on Azure—geographically tailored per customer—and strong data management protocols (help.corti.app).
Discuss configurations—multi-tenant vs standalone—and reassure customers about:
Access control, encryption, key management
Data isolation, backups, auditing, and recovery (help.corti.app).
7. Plan a Structured Deployment Timeline & Training
Lay out a phased approach:
Pilot launch: small group of max. 3-5 end users, train on basic use and integration
Scale: springboard to broader use (> double-digit users) once adoption is proving out
Define responsibilities for training, communications, and support.
8. Provide Strong Support & Infrastructure
Rely on Corti’s robust infrastructure and service model:
Fully managed service on Azure, minimizing IT burden (help.corti.app)
99 %+ uptime SLAs, rapid escalation paths, and 24/7 support (help.corti.app)
Comprehensive Help Center and documentation for self-service (help.corti.app)
9. Monitor Adoption, Gather Feedback, Iterate
Track:
Activation rates and usage frequency
Time savings in documentation
Clinician feedback (e.g., ease of editing, workflow fit)
Use insights to refine templates, onboarding, integrations, or training.
10. Scale with Confidence
Once pilot metrics meet expectations (e.g. adoption rate above 60 %), plan a broader rollout:
Leverage clinician champions to drive success
Share ROI data and testimonials to build momentum
Expand training, support, and integration coverage as needed
Sample Pilot Timeline for Partners
Phase | Activities |
Planning | Align goals, define KPIs, estimate usage, formalize scope |
Setup | Provision Corti instance, configure deployment (Azure, ML vs standalone) |
Onboarding | Train clinical champions and early users, align workflows and templates |
Pilot Launch | Monitor uptake, gather feedback, resolve blockers via support |
Evaluation | Review KPIs, clinician sentiment, usage data, adjust as needed |
Scale-Up | Expand usage, templates, training, and integrations across departments |
Summary: Best Practices for Pilot Success
Start with clear goals and KPIs
Understand clinician workflows and feature needs
Set realistic expectations around adoption and budget
Leverage Corti’s secure, compliant infrastructure
Maintain proactive training and support
Monitor and iterate based on real-world usage
Use positive results to drive broader rollout