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
We scope the first phase around the part of the job the team most wants to see in one place. That can be incident review, account investigation, profiling, or a mix where both need to work together.
A market incident needs a fast read
Pull the relevant bets together quickly so the desk can understand exposure and decide what needs action.
An account starts to stand out
Check which accounts deserve closer attention without jumping between tools.
A price decision needs explaining
Check the markets and bets behind avoidable margin loss.
The live session starts moving
See how the book is moving while trading is still live.
How the pilot works
Step 1
Scope it
Agree the workflow, data inputs, users, and success criteria.
Step 2
Run it
Run the workflow against the current stack and validate it with the users.
Step 3
Decide
Review what worked, what the team used, and whether it should move into production.