# Self-hosted AI pilot brief

Prepared by Matrix OS. Editable planning template; not a product support commitment.

- Business sponsor:
- Technical operator:
- Data owner:
- Output reviewer:
- Proposed start and decision dates:

## Desired work

- Recurring task and current process:
- Inputs and expected artifact:
- Frequency and manual time baseline:
- What the pilot must not do:

## Why the current tools cannot do this job

- Specific restriction and its owner/source:
- Allowed processing destinations:
- Required network boundary: connected / restricted / fully disconnected:
- Identity and document-access requirements:
- Approved synthetic or redacted sample:

## Proposed configuration

- Application release and edition:
- Model, serving endpoint and hardware:
- Extraction, embeddings, retrieval and tools:
- Other services, logs and backup locations:
- Unsupported requirements and decision owner:

## Acceptance evidence

- Sample size and representative cases:
- Required facts, references and output format:
- Allowed omissions or errors:
- Human review and correction-time target:
- Access-removal and prohibited-action checks:
- Installation, update and recovery checks:
- Total cost assumptions:

## Decision

- Observed results and evidence links:
- Proceed / narrow scope / stop:
- Remaining gaps, owners and next actions:

Guidance: https://matrix-os.com/blog/on-premises-ai-pilot