Model interpretation
Extract, classify, compare, summarize and draft. Its output is always a proposal.
Guide
An AI agent demo on a few clean documents is easy to produce. A workflow that holds up on real project inputs, with exceptions, permissions and accountability, is not. Evaluating before building is how to tell the two apart without paying for the second one first.
This guide sets out the questions State Method uses to evaluate one construction workflow: its boundary, baseline, test cases, acceptance criteria, authority and failure behavior. The answer can be to build, to change the design, to gather more evidence, to stay manual or to stop.
01 / Bound
“Use AI for document control” is a programme, not a workflow. Evaluation needs one path that can be described completely.
02 / Baseline
Without a baseline, no result can be called an improvement. Record time per case, weekly volume, how often outputs are corrected later and what a mistake costs.
If the baseline has not been measured, say so plainly and measure it on a sample. An unknown baseline is a legitimate starting point; an assumed one is not.
03 / Value
Some workflows are slow but rare, and some are fast but expensive when they go wrong. The case for an AI-assisted version depends on volume, time per case, the cost of an error and who carries that cost. A workflow that runs a few times a year rarely justifies a custom build, however frustrating it is.
State the expected benefit as a hypothesis with its assumptions, such as cases per week and review time saved, so the evaluation can confirm or reject it.
04 / Data access
Many evaluations stall on access rather than on the model. Check early that the inputs can be obtained, read and used under the project’s confidentiality terms.
05 / Cases
Agents tend to do well on typical inputs and fail on the exceptions that cost the most. The case set should reflect that.
Synthetic cases are useful for testing controls and failure paths. Claims about accuracy need representative real cases.
06 / Criteria
Criteria written after the run tend to describe whatever happened. Set them in advance, and separate zero-tolerance rules from targets.
07 / Authority
Extract, classify, compare, summarize and draft. Its output is always a proposal.
Validate inputs, enforce rules and permissions, control state and record events.
Approve, correct, reject or stop consequential actions, with the decision recorded.
List every system the agent may read or write, and what it may never do.
08 / Failure
An agent that is right 95 times and silently wrong 5 times is harder to operate than one that is right 85 times and says when it cannot decide. Failure behavior is part of the evaluation, not an afterthought.
For each, the expected behavior is defined in advance: stop, log, route to a person, retry safely or fall back to the manual process.
09 / Decide
The evaluation ends with a decision, not a slide. Proceed to a Controlled Pilot only when the criteria are met on representative cases and the authority and failure paths are clear. Changing the design, gathering more evidence, staying manual or stopping are equally valid outcomes.
FAQ
The State Method Diagnostic evaluates one workflow in 10 business days. A Controlled Pilot that tests real tools is scoped separately, only when the evidence supports it.
There is no universal number. The set must cover the normal cases, the known exceptions and the cases that should be blocked, and any result should be reported with the size of the set it came from.
Synthetic data is useful for testing controls, permissions and failure paths. Accuracy claims need representative real cases.
Often, yes. If an existing product covers the workflow with acceptable controls, configure it. A custom build is worth evaluating when a specific gap remains after that comparison.
Continue with the evidence
Assessment / one workflow
Describe the workflow, its owner, its inputs and how it is measured today. A person reviews every assessment.