Pilot path
Start with a scoped pilot
Run one scoped workflow against the current stack and let the team decide whether it earns a place.
What a pilot can cover
The first phase usually focuses on one review path the team already cares about. That can sit inside TradeVision, inside Profiles, or across both where the two need to work together.
TradeVision
Incident review
Validate whether major incidents, market moves, and linked bets can be reviewed in one place.
TradeVision
Account investigation
Check whether the desk gets the account and player context it needs without switching tools.
TradeVision Profiles
Customer groups and value
Test whether CRM, product, or RG teams get a clearer read on segments, value, and who deserves follow-up.
TradeVision
Promo abuse review
Review accounts, incentives, and follow-up where bonus-driven loss may be building.
How the pilot works
Scoped pilot
One workflow, the current stack, and a clear decision at the end
Current stack
Process
Step 1
Scope it
Agree workflow and success criteria
Step 2
Run it
Use live data with the team
Step 3
Decide
Review fit and next step
Decision inputs