01 · Define users and tasks
Choose a task with clear users, frequency and outputs. Examples include new employees looking up policies, sales teams practicing conversations, or teachers answering course questions. Avoid covering every department and process in the first validation.
Prepare: user roles, typical questions, current workflows and the areas you want to improve.
02 · Prepare relevant knowledge materials
Collect manuals, product information, policies and FAQs directly related to the task. Confirm that the materials are current, who owns them and who may use them.
Prepare: a content inventory, owners, usage scope and update schedules.
03 · Define validation criteria
Use real business questions to define acceptable answers and task outcomes. Identify reviewers for content requiring professional judgment. Do not judge success only by how smoothly a demo runs.
Prepare: test questions, reference sources, expected results and human review requirements.
04 · Assess systems and deployment conditions
Describe your existing business systems, available interfaces and data environment. Assess how to connect the knowledge platform with the team, and finalize implementation scope after validation.
Prepare: system inventory, interface conditions, deployment needs and the technical owner involved in evaluation.
05 · Run a small pilot and review
Invite representative users to try the application. Record issues, missing knowledge and unexpected results. Use feedback to adjust materials and workflows before deciding whether to expand.
Output: an issue list, improvement priorities and the next implementation scope.
This guide supports requirements preparation and explains the approach. Actual platform features and implementation scope are governed by the project plan.
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