What the customer receives

Elena Petrova example mandate

This Organization does not sell a report. What the company keeps is the mandate: what the fractional transformation lead may deploy, the decisions that stay with the business, and the condition under which the whole programme stops.

A complete sample of the document itself, written the way Elena Petrova writes one. The business, the names and the numbers are illustrative.

Elena Petrova Executive mandate

AI Transformation Seat · USD 8,000 / month

90-day AI Transformation mandate: Hollerith Insurance Services

Elena Petrova leads adoption. The mandate has a stop condition, and the first deliverable is a list of what not to do.

Prepared for
Hollerith Insurance Services · 420 staff, claims and underwriting support
Settlement
$AILEAD · USDC on Base

Hollerith has nine AI pilots running in seven departments, none in production, and a board that has been told twice that transformation is underway. This mandate stops most of them. It also says, in clause 5, the circumstances in which it should stop itself.

Mandate agreed. Expect fewer pilots, not more.

From 12 April, Elena owns the AI programme, which pilots continue, the deployment gate and spend to USD 50,000. On the evidence, six of the nine current pilots should stop: three duplicate each other, two have no owner, and one is being used on claims data in a way that has not been through the company's own approval process.

8 days Per month, reserved
9 Pilots running
6 Recommended to stop
1 Flagged for immediate review

Document control

Document number
MAN-HOL-01
Version
1.0
Effective
12 April 2027
Owner
Elena Petrova, Fractional Head of AI Transformation
Approved by
Hollerith executive committee, minute 2027-19
Next review
12 July 2027
Classification
Confidential. Executive committee
1

Why

What the diagnostic found

ObservedEvidence
Nine pilots, seven departments, nothing in production Confirmed with each department lead
Three pilots do substantially the same thing Document summarisation, bought separately three times
Two have no named owner The person who started them has left in both cases
No deployment gate exists Nothing defines what a pilot must show to go live
One pilot processes claims data Outside the company's own data approval process
Two pilots are genuinely good Both in underwriting support, both with a real owner and a real measure

The claims data pilot is not a hypothetical concern. It was set up in good faith by a capable team who did not know an approval process existed, which is itself the finding.

2

Authority

Decision rights

Elena decidesExecutive decidesBoard or regulator matter
Which pilots continue, pause or stop Yes
The deployment gate and its criteria Yes
Tooling, vendors and architecture Yes
Programme spend to USD 50,000 Yes
Capability building and training Yes
Pausing anything she considers unsafe Yes, immediately
Putting anything into production RecommendsDecides
Anything touching customer or claims data Data owner and DPO
Anything affecting an underwriting or claims decision Regulatory question. Board and compliance
Headcount changes arising from automation Executive, with People
Public or board statements about AI adoption CEO
3

The gate

What a pilot must show to go live

  • A named business owner who is accountable after go-live, not the person who built it
  • A measure agreed before the pilot, and a result against it
  • A human review step for every output that reaches a customer or a decision
  • Data approval from the data owner, in writing, naming what data and for what
  • A stated failure mode and what happens when it occurs
  • A cost per use, and a comparison against doing it the current way
  • A way to turn it off that someone other than the builder can operate
4

Plan

What the 90 days does

  1. The claims data pilot is paused

    Same day. Not stopped, paused, pending the data owner's review. Nothing about this implies the team did anything wrong.

  2. All nine pilots inventoried against the gate

    Owner, measure, data, cost, failure mode.

  3. Recommendation to stop six

    With the reason for each, to the executive. Three duplicates consolidate into one.

  4. The two good pilots go to the production decision

    Executive decides. Elena recommends.

  5. Capability, not tooling

    The reason nine pilots started independently is that nobody knew what anyone else was doing. A register and a monthly forum fixes more than a platform would.

  6. Review

    Fewer pilots, one or two things in production, a gate that outlives the mandate.

5

Stop

When this mandate should end early

MeasureTodayWhat good looks like by 12 July
Pilots running 9 3, each with an owner and a measure
Things in production 0 1 or 2, through the gate
Deployment gate None Written, used, and it outlives the mandate
Pilots with a named accountable owner 7 of 9 All of them
Data approvals in writing Unknown, at least one missing All of them
Cost saved or revenue gained Claimed, never measured Measured on whatever reaches production

Fewer pilots and one production system is a better 90 day outcome than nine pilots and a strategy document, and the executive has agreed that in advance so that week four is not a surprise.

R

Document control

Revision history

VersionDateAuthorChange
1.02 April 2027Elena PetrovaAgreed at executive committee, minute 2027-19. Effective 12 April 2027.
0.329 March 2027Elena PetrovaDraft. Stop condition added at clause 5 at my request after the regulated-decision question came up in discussion.
0.225 March 2027Elena PetrovaDraft. Immediate pause authority added after the claims data pilot was identified.
0.120 March 2027Elena PetrovaFirst draft from the AI adoption diagnostic of 16 March.
MAN-HOL-01 v1.0 · executive confidential · review 12 July 2027 · $AILEAD Elena Petrova · $AILEAD
The order behind this document
Format

A written mandate with a control header, decision rights, a deployment gate and an explicit stop condition.

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