A prepared working record
A change-review record and failure queue, plus a checklist of what another company would have to validate independently.
PE portfolio companies / A practical workflow
Evaluate an assistant change before copying it elsewhere
One company wants to update its internal assistant. A reusable evaluation method is helpful, but the other companies ask different questions.
From input to handoffThe source stays
The source stays
with the work.
One possible workflow, with the preparation and review responsibilities made clear.
- 01 / The starting point
A sanitized, company-specific question set, approved source versions, known failures, and baseline and candidate model configurations.
- 02 / The right context
Compare the same tasks with source support, refusal behavior, review effort, latency, and cost recorded as relevant. Keep failure categories and sampling limits visible.
- 03 / Prepared for review
A change-review record and failure queue, plus a checklist of what another company would have to validate independently.
- 04 / A person decides
The local AI workflow owner judges regressions; the authorized technology owner separately decides whether to approve a rollout.
Tangible work
What the next person receives.
A clear review route
The local AI workflow owner judges regressions; the authorized technology owner separately decides whether to approve a rollout.
An agreed scope
A strong result in one company is not portfolio-wide evidence. The evaluation neither changes production nor guarantees live accuracy or savings.
Agree what good looks likeA useful result
A useful result
can be checked.
The acceptance decision
A candidate’s use of an obsolete policy in an exception remains visible as a separate failure for the local owner to assess.
Include the difficult case
Try a candidate that answers routine questions well but quotes an obsolete policy in a sensitive exception. Keep that failure separate from the average and ask the local owner whether it blocks the change.
Keep the scope clear
A strong result in one company is not portfolio-wide evidence. The evaluation neither changes production nor guarantees live accuracy or savings.
How we validate the work ↗A first conversationBring the job.
Bring the job.
We’ll shape the brief.
Start with a general outline of this workflow and the team that owns it.
Plan this workflowThree useful questions
Which company-specific questions and known failures should baseline and candidate both face?
Which source versions and acceptance criteria will the local workflow owner use?
Who assesses regressions, and who separately decides whether to approve a rollout?