CrediArc executive briefing
30-Day Underwriting Workflow Pilot Checklist
Download an editable 30-day commercial-credit workflow pilot plan with tasks, owners, measures, acceptance criteria, and decision gates.
What this page covers
A useful pilot answers a decision: should this workflow proceed, change, or stop? It should use a bounded process, representative approved cases, named users, baseline definitions, acceptance criteria, and a written decision gate.
The editable workbook is preloaded with a 30-day activity plan and a measures sheet. It contains no client data and no assumed performance result; your team supplies approved inputs and records the observed evidence.
Week 1: align scope and controls
Name the workflow, owner, users, decision boundary, excluded activities, data restrictions, security requirements, baseline period, and success criteria before configuration begins.
Week 2: configure and dry-run
Configure only the agreed evidence, states, rules, authority, outputs, and integration stubs. Run approved test cases through normal and exception paths, then resolve blocking gaps.
Week 3: supervised pilot
Process representative work with required human approval and daily issue review. Record timestamps, touch time, completeness, rework, exceptions, and the quality of the final decision record using agreed definitions.
Week 4: reconcile and decide
Reconcile sample decisions and audit events, review user feedback and control exceptions, distinguish configuration work from product gaps, and document a go, revise, or stop recommendation.
30-day pilot readiness checklist
Decision question and workflow boundary are written
Pilot owner and authorized users are named
Approved representative cases are available
Baseline definitions and sources are agreed
Human authority and exception paths are configured
Daily issue and risk review is scheduled
Acceptance evidence is retained
Go, revise, or stop meeting is booked
Does the workbook contain customer data?
No. It contains generic activities, definitions, formulas, and blank input fields. Use only information your organization has approved for the pilot.
Does a pilot prove every production requirement?
No. A pilot can test a bounded workflow and specified controls. Production readiness also requires the agreed security, integration, resilience, compliance, support, and change-management work.