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By use case · AI investment review

Review which AI investments continue

Put each commitment beside its owner, repeat use, completed work, and measured result before the next decision date.

The records behind the decision

Start with the commitments that need a decision.

A renewal date tells you when to decide, but not what to do.

Which commitments need a decision, and what action follows?

One review calendar
Decision dates this quarter
  • Sep 18
    Engineering assistantSeats, repeat use, merged changesRenew
  • Sep 18
    Research workspaceResearch workspaceActivity without a named workflowRepair
  • Oct 02
    Support copilotsSupport copilotsTwo tools on one queueCompare
  • Oct 21
    Meeting agent pilotMeeting notes, no repeat workClose at term
Proposed actionClose at term

The pilot's activity never returned as a repeat workflow, so there is no completed work to compare it on. Closing it at the end of its term is the decision the records support.

Owner
IT Operations
Next step
Close pilot at term

Every commitment carries the date it must be decided by, so a finding cannot arrive after the decision.

How to read the evidence

Settle the questions that change the decision.

Review the commitment through repeat work and the result.

Decision registerOne review date
Engineering assistantVP EngineeringRenew
Research workspaceResearch workspaceResearch OpsRepair
Support copilotsSupport copilotsSupport SystemsCompare
Meeting agent pilotIT OperationsClose at term

Is every decision tied to an owner?

The owner explains the work, the purchase and the operational tradeoffs. Keep the commitment date, the evidence, the proposed action and that owner in the same review record.

Shared-work comparisonTwo tools
Support copilot ASupport copilot B
Support queueSame resolved casesCompare on the same completed work

Do two tools reach the same work?

Where tools overlap, compare them on the same workflow rather than on separate feature lists. Two support copilots answering one queue can be read on the cases they both resolved.

Pilot evidence pathCurrent record
Commitment
Activity
Repeat work
Result
Path stops before repeat workClose at term

Did the pilot reach repeat use?

Access and experimentation are not adoption. Where one-off activity never returns as repeat work, record the stop and close the pilot at the end of its term.

Next step