Know what is worth pursuing.
Before investing in a new product, an AI application, or a change to how work gets done, clarify the need, what it would take to make it work, and what to test next.
A clearer decision before a bigger commitment. 在进一步投入前，先作出有依据的判断。
- Value worth pursuing 哪些改善值得投入
- Conditions needed for success 需要具备哪些条件
- A reasoned next step 下一步如何有据可依
A defined question. A focused assessment. A documented recommendation. 明确问题，针对性评估，形成书面建议。
01 — 07 / ASSESSMENT 01 — 07 / 评估服务Bring the decision you are trying to make.
You do not need a finished brief. A specific idea, concern, or recurring problem is enough to start a conversation.
Is this worth building?
这个产品或服务，值得开发吗？
You see an opportunity for a new product or service, but the user need and delivery requirements are still unclear. 你有一个新产品或服务的构想，但还没有弄清用户是否真正需要，以及提供这项产品或服务需要具备哪些条件。
Would AI help with this task?
这项工作，用 AI 能带来改善吗？
You have a task that involves finding information or making a judgment. You need to understand where AI could help, what information it would need, and what people must check. 某项工作需要查找资料或作出判断。你想弄清 AI 能在哪些环节提供帮助、需要哪些信息，以及哪些内容仍须由人员核查。
What needs to change in the work?
工作流程究竟需要改在哪里？
Tasks stall between people or tools. You need to identify the cause before adding another system or automating the process. 任务在人员交接或工具衔接时反复停滞。在新增系统或引入自动化之前，需要先找出真正的原因。
Examine the idea in the context of the work.
We examine the value the idea could create, how it would fit into the work, and the conditions and constraints that would affect it. The focus depends on your question and the agreed scope.
Who would benefit, and what would improve? 为谁带来改善，改善什么？
Clarify the people affected, the present problem, and the improvement worth pursuing. 明确涉及哪些人、目前面临什么问题，以及哪些改善值得投入。
- User or business need 用户需求或业务需求
- Current difficulty 当前遇到的具体困难
- Evidence of improvement 判断改善是否有效的依据
How would this fit into the work? 这个想法如何融入现有工作？
Trace the task, the people involved, and the handovers or decisions that the proposed change would affect. 梳理相关任务与参与人员，了解这项改变会影响哪些工作交接与决策环节。
- Task and workflow 具体任务与工作流程
- Roles and responsibilities 人员分工与责任归属
- Exceptions and review 异常处理与复核安排
What is available—and what is missing? 已经具备什么，还缺什么？
Review the knowledge, data, access, technical dependencies, and people needed to carry out a meaningful test. 核查开展有效测试所需的知识、数据、访问权限、相关技术条件与参与人员。
- Relevant sources and data 相关资料与数据
- Access and technical dependencies 访问权限与依赖的系统或技术
- People able to support testing 能够参与并支持测试的人员
What limits and safeguards are needed? 哪些边界与保护措施必须明确？
Identify constraints, sensitive information, and decisions that require an authorized person or additional specialist input. 识别实际限制、需要保护的敏感信息，以及必须由有相应权限的人员决定、或需要其他专业人员参与的事项。
- Permissions to access and use information 信息访问与使用权限
- Decisions reserved for authorized people 必须由有相应权限的人员作出的决定
- Constraints and specialist input 现实限制与所需的专业意见
A practical basis for the next decision.
The assessment brings the findings together in a decision brief. The format and level of detail are agreed to suit the engagement.
Clear conclusions, with supporting reasons. 结论清楚，建议有据可依。
Illustrative contents; deliverables are agreed before work starts. 以下为内容示例，具体交付成果在工作开始前商定。
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Opportunity & scope 需求、目标与范围
The need to address, the intended improvement, and the boundaries of the work. 明确要解决的需求、希望取得的改善，以及本次工作的范围。
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Findings & gaps 主要发现与待解决事项
What is known, what remains uncertain, and which conditions need attention. 梳理已经掌握的情况、尚不确定的问题，以及需要补齐或改善的条件。
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Options & recommendation 可选路径与建议
A recommended next step, the reasons behind it, and relevant alternatives. 提出下一步建议，说明推荐理由，并列出值得考虑的其他路径。
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Proposed test or preparation 测试建议或前期准备
Where appropriate, a proposed test scope and evaluation criteria, or the preparation needed first. 如适合开展测试，提出测试范围与评估标准；如条件尚不具备，说明应先完成哪些准备。
Agree the question. Examine the evidence. Review the findings.
We agree the scope, participants, information needed, timing, and fees before the assessment begins.
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Define the question 明确问题与范围
Agree the question, the decision it should inform, and what the assessment will cover. 共同明确要回答什么问题、评估将支持哪项决定，以及本次工作涵盖哪些内容。
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Examine the evidence 审阅资料，梳理实例
Review relevant material and work through examples with people who understand the work. 审阅相关资料，与熟悉实际业务的人员一起梳理具体案例，了解现状与限制。
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Review the findings 讨论结论与下一步
Discuss the findings, identify what remains uncertain, and agree what should happen next. 共同讨论评估结果，明确仍需查清的问题，并商定下一步安排。
WHAT HELPS US START 开始前需要哪些准备
A person responsible for the question, people familiar with the work, and access to relevant information that is permitted to be shared. 明确一位负责此次评估的对接人，邀请熟悉相关工作的人员参与，并提供获准共享的相关资料。
The assessment helps determine whether a pilot is warranted.
A worthwhile outcome is a clearer decision—even when that means preparing further or choosing not to proceed.
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Run a focused pilot 开展专项试点
When the findings support it, define a limited pilot to test key assumptions in practice. 如果评估结果支持开展试点，就明确一个有限范围，在实际使用中验证关键假设。
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Prepare or revise 补齐条件或调整方案
Resolve gaps in information, responsibilities, access, or technical readiness, and revise the scope where needed before testing. 先补齐资料、明确职责、落实访问权限或技术条件；必要时调整范围，再开展测试。
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Pause or stop 暂停或停止推进
Record why proceeding is not justified now and, where relevant, what would need to change before reconsidering. 记录当前不宜继续推进的原因；如有必要，再明确哪些条件改变后值得重新评估。
What decision would you like to make with more confidence?
Tell us what you want to build or improve, who it should help, and what is currently unclear. We will review your request and discuss whether an assessment is a suitable next step.
An initial request does not commit you to an engagement.