Understand the current process
Choose a bounded workflow and document how people complete it, what they check and where problems occur. Without a baseline, improvement is difficult to assess.
Make success inspectable
Relevant criteria may include correctness, source traceability, completion time, review effort and reliability. Test missing inputs, format changes and access limitations as well as the happy path.
Put people into the workflow
Agree who provides information, reviews results and makes business decisions. Approval points should be explicit in the product and operating process.
Decide from evidence
Deliver test findings, open issues, recommendations and the proposed next scope. Expand, revise or stop on the strength of the evidence. A sound decision is a useful outcome of a pilot.