Field Notes
Why the First AI Pilot Stalls

The first pilot is supposed to prove value. It often proves that nobody owns the next step.
Vendors leave. The champion rotates. The data still disagrees. The slide stays green.
Northline ran a forecasting pilot with a strong vendor. Accuracy in the sandbox looked fine. Finance would not use it. CRM stage dates and billing dates still conflicted. There was no owner paid to fix that. The pilot waited.
The claim
A pilot stalls when leaders fund the model ahead of a decision owner, a clean input path, and a place in the weekly operating rhythm.
Stall pattern
- No named consumer who must act on the output.
- Inputs that require a hero extract every week.
- Success metrics that only the vendor cares about.
- No calendar slot where the output is inspected.
Northline paused model work for three weeks. They fixed two CRM fields and named a revenue ops owner. They put the forecast view into the Monday meeting. Usage started. Accuracy debates got shorter because the path was real.
Before you start another pilot
- Who is accountable for the decision this output changes?
- Which fields must be trusted first?
- Where does the output show up every week?
- What old report dies if it works?