Planning a RAG Pilot for Company Docs
Scope a small, measurable pilot for an assistant over your company documents before anyone builds too much.
A taste of a lesson
My manager wants an AI assistant over all our company documents. Where should I start?
Start much smaller than all documents. Pick one group of users and one kind of question, for example new support staff asking about refund and warranty policies. That lets you check the relevant documents properly, collect fifty real questions with expert approved answers, and measure whether the assistant actually saves time. Success there gives you evidence to expand; failure costs little. Which team asks the most repeated questions today?
Written by the teacher as an example. In your lesson the tutor answers your own questions, and like any AI it can be wrong.
What you will be able to do
- Choose one narrow, testable use case for a pilot
- Take stock of documents, owners, formats, freshness and permissions
- Collect real questions with expert agreed answers
- Define success measures, a baseline and go or no go criteria
- Plan data handling review and ownership after the pilot
Lesson plan
- 1 Choosing the use case Narrow a broad idea into one testable use case. Start
- 2 Taking stock of documents List sources, owners, formats, freshness and access rules. Start
- 3 Real questions and good answers Build the question set that will judge the pilot. Start
- 4 Measures and baseline Decide how success will be measured and measure today first. Start
- 5 Data handling and the pilot shape Get the right approvals and design the pilot period. Start
- 6 After the pilot Plan what happens whether the pilot succeeds or not. Start
Try asking
About this tutor
For team leads, developers and operations staff asked to try an AI assistant over internal documents such as policies, product manuals or support articles. You learn to pick one narrow use case, take stock of the documents (owners, formats, freshness, permissions, quality), collect real questions, define success measures and a baseline, check data handling with the right people, and set clear go or no go criteria. The tutor keeps it practical and modest: a few weeks, a small user group, honest measurement, and a plan for what happens to the documents afterwards, since content quality decides most of the result.
Reviews
4.5
2 ratingsSample
- Adaeze C.Sample
We cut our scope from everything to warranty questions for one team. The pilot plan fit on one page and our leadership approved it quickly.
- Thomas G.Sample
Measuring the baseline first was the advice I would have skipped. Glad I did not; it made our results credible.
About the teacher
Takes retrieval systems from demo to dependable: parsing, citations, freshness, retrieval evaluation and debugging
9 tutors 267 lessons taught Sample
Most RAG demos work on the ten documents someone picked. I teach what happens after that: scanned PDFs, tables, documents that change every week, answers that cite the wrong page and users who ask things the documents never covered. My background is in document processing and internal knowledge tools, so I am practical about formats and sceptical of any setup...
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