← All docsACHI Design Partner Trial Guide
A practical guide to planning, delivering and measuring your ACHI Design Partner Programme. Everything you need to know about the 6-week engagement.
Prepared for
Design Partner Organisations
Prepared by
Dormot Technologies Ltd
Thank you for joining the ACHI Founding Design Partner Programme. The purpose of the trial is not simply to evaluate software. It is to work collaboratively to automate a real operational process, measure the outcomes, and determine whether ACHI can deliver long-term value within your organisation.
2 — Trial Objectives
Every Design Partner Trial is centred around one operational process.
Understand the current process
Map the existing workflow, identify pain points, manual steps, and handoff friction.
Configure ACHI to support the workflow
Build the agreed process in ACHI — forms, stages, roles, approvals and notifications.
Execute in a live environment
Run the workflow in a live or representative operational environment with real users.
Gather user feedback
Collect structured feedback from participants at every stage of the engagement.
Measure operational improvements
Compare outcomes against baseline metrics agreed at the start of the trial.
Identify opportunities for wider adoption
Document additional processes that would benefit from ACHI in future phases.
3 — Trial Scope
One process. One department. Clear, measurable outcomes.
Each Design Partner Trial focuses on one business process to ensure a clear, measurable outcome.
6 Weeks
Duration
1 Function
Departments
1 Workflow
Operational Process
Up to 25
Users
Example Processes
4 — What's Included
Everything needed to configure, launch and measure a live operational process.
Discovery Workshops
- Current process review
- Stakeholder interviews
- Workflow mapping
- Success criteria definition
- Solution design
Workflow Configuration
- Digital forms
- Workflow stages
- Business roles
- Approval routing
- Notifications
- Dynamic Stage Workspaces
AI Configuration
- AI summaries
- AI recommendations
- Business terminology
- Role guidance
- Operational prompts
User Enablement
- Platform navigation
- Task management
- Workflow execution
- AI capabilities
- Administrative configuration
Weekly Review Sessions
- Review progress
- Capture feedback
- Resolve issues
- Prioritise improvements
- Measure outcomes
5 — Roles & Responsibilities
The programme is collaborative. Both sides commit to making it work.
Your Organisation
Executive Sponsor
Responsible for strategic oversight and programme success.
Project Lead
Primary point of contact for day-to-day activities.
Business Users
Operational users who participate in testing and live execution.
Subject Matter Experts
Individuals who understand the existing business process and can provide feedback.
Dormot Technologies
- Solution guidance
- Workflow configuration
- Technical support
- Product expertise
- Training
- Weekly review meetings
- Product enhancements (where appropriate)
- Progress reporting
6 — Trial Timeline
A structured 6-week engagement from discovery to recommendations.
Discovery & Design
Activities
- Kick-off workshop
- Process mapping
- Stakeholder interviews
- Success criteria definition
- Technical planning
Deliverables
- Agreed process
- Project plan
- Success metrics
- Solution design
Configuration
Activities
- Build forms
- Configure workflow
- Create business roles
- Configure approvals
- Configure AI
- User onboarding
Deliverables
- Working workflow
- User accounts
- Initial testing
Operational Trial
Activities
- Live workflow execution
- User feedback
- Weekly optimisation
- Issue resolution
- Performance monitoring
Deliverables
- Operational workflow
- Weekly progress reports
- Improvement backlog
Review & Recommendations
Activities
- Success measurement
- Lessons learned
- Executive review
- Future roadmap discussion
Deliverables
- Final report
- Recommendations
- Adoption roadmap
7 — Weekly Activities
A consistent rhythm throughout the engagement.
Operational Review
Review completed workflows, pending work and user feedback from the previous week.
Platform Optimisation
Implement agreed improvements and configuration changes where appropriate.
Success Tracking
Measure progress against agreed objectives and update the shared metrics dashboard.
Executive Check-in
Brief meeting with the project sponsor and key stakeholders to maintain alignment.
8 — Success Measures
Success is measured collaboratively at the beginning of the trial.
Where possible, baseline metrics will be captured before the trial begins and compared with outcomes at the end of the engagement.
Reduced manual effort
Fewer emails, spreadsheets and manual hand-offs
Faster approvals
Reduced average approval time
Greater visibility
Real-time tracking of all work items
Improved consistency
Standardised workflows and approvals
Better governance
Complete audit trail and role-based approvals
User satisfaction
Positive feedback from trial participants
9 — Deliverables
What you will have at the end of the Design Partner Trial.
A configured operational workflow
Reusable digital forms
Business role structure
Workflow automation
AI-assisted operational guidance
Dynamic Stage Workspaces
Audit trail
Operational dashboard
Training materials
Trial summary report
Recommendations for future deployment
10 — End of Trial Review
A joint review assessing outcomes, feedback, and future opportunities.
Operational Outcomes
- Were the agreed objectives achieved?
- What measurable improvements were observed?
- What challenges remain?
User Feedback
- Ease of use
- Adoption
- Workflow effectiveness
- AI usefulness
- Areas for improvement
Technical Review
- Performance
- Security observations
- Integration opportunities
- Future requirements
Future Opportunities
- Expansion to additional departments
- Additional workflows
- Enterprise deployment
- Systems integration
- Long-term subscription
11 — Frequently Asked Questions
Common questions about the Design Partner Trial.
Can the scope change during the trial?
Minor refinements may be made where they improve the evaluation. Significant scope changes should be agreed by both parties.
What if we identify additional workflows?
Additional opportunities can be documented and considered for a future phase. The trial focuses on one process to ensure clear, measurable outcomes.
Will feedback influence the product?
Yes. One of the key benefits of being a Founding Design Partner is the opportunity to influence product priorities and future capabilities.
Is technical support included?
Yes. Support is provided throughout the Design Partner Trial, including scheduled review sessions and assistance with agreed trial activities.
What happens after the trial?
Following the final review, both organisations will assess the results and determine whether to proceed with a broader implementation or enterprise subscription.
Contact
We look forward to partnering with you.
The Design Partner Trial is intended to deliver value from the outset by focusing on a real operational challenge within your organisation.