Pilot scorecard
| Measure | How to score it | Example target |
|---|---|---|
| Quality | Review notes per file, and repeat notes | Falling month on month; no repeat notes |
| Turnaround | Files delivered by the agreed date | All files on time by month 2 |
| Responsiveness | Time to answer questions during overlap hours | Same day |
| Security | Named access, MFA, no data outside agreed systems | No exceptions |
| Cost per file | Fees plus your review time, per finished file | Below your current cost |
Tips
- Agree the targets before the pilot starts.
- Use real client files, not samples.
- Keep a single log of review notes.
- Hold a short review every two weeks.
General information only, not legal, tax, audit or professional-conduct advice. Rules, standards and software features change, so confirm the position that applies to your firm before you act. See our disclaimer.
