Pilot project

7 Steps to a Successful Pilot Project

Are you planning to integrate a new technology solution into your workflow?
If so, you should first make sure that you know what your real needs are, and then identify the expected benefits you would like to achieve. Before investing in any technology solution, you will also need to do your research on the pros and cons of the solutions available on the market, talk to your stakeholders, and consider your options to narrow down your choices.
In this article, we examine how running a pilot project will allow you to test various aspects of the solution on a small scale so as to ensure that you make an informed decision.

How to test new solutions for your business?

In order to test potential new solutions for your business, it is important that you follow a proven sequence of steps to ensure that you get the best possible results:

1. Define what you are testing

Defining the content and parameters of the tests is the most essential step to take before starting the pilot project.Take the following steps to identify them:

  • Make a comprehensive list of what you want to test.
  • Identify what you don’t want to test.
  • Make sure you have a set of parameters for success and expected results in mind.

2. Identify your goals

Define clear objectives for the new solution you would like to implement. You have to know what you want to accomplish before you can go about working towards it.

Keep these goals in mind throughout the pilot and find a way to measure them at the end.

3. Create your timelines

Specify the length of the period during which you will conduct the tests.

Then allocate the necessary time and resources according to the amount of time you have determined for the project.

4. Choose an appropriate team

Pick an enthusiastic team that feels comfortable working with the technology that you intend to test.

Once your team has been assembled, train them throughout the duration of the program to help participants become familiar with the technology and tools you have chosen for your pilot project.

5. Configure the right metrics

Use data to measure and evaluate performance against defined goals and expected results

Data is essential for making informed decisions. With good data, you can convince stakeholders of the effectiveness of the desired solution.

6. Analyze your data

Analyzing your data will help determine whether you have achieved your goals.

This will tell you until what point the test of the new solution was successful and whether it should be adopted permanently or if you need to find an alternative.

7. Get feedback on the pilot project

Give your team the opportunity to share their feedback relating to experiences they had during the pilot project.

Bear in mind that the pilot project is a trial-and-error test. As such, its primary purpose is to find out what worked and what did not during the testing phase.

Obtain feedback from your team throughout the process to assess whether the new technology will serve the intended purposes or not.

Another important step is to conduct group discussions, surveys and evaluations at the end of the pilot project to determine what the experiences of the various participants were.


Pilot projects are a great way to test a new idea or technology and make sure it meets your needs and fits well into your workflow. If you are an organization involved in field data collection, carry out your pilot project easily and for free with Coral Collect!

Coral Collect is considered by many to be one of the best field data collection apps and includes the following features (among others):

1. Easy creation of digital forms with the Coral Collect online form builder

2. Easy filling out of forms while collecting data in the field

3. Simple viewing and exporting of data thanks to the intuitive dashboard.

To find out more about Coral Collect, feel free to check out the introductory video here.

You can also sign up directly or contact one of the Coral support staff by heading over to the Coral Collect signup page .

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