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Is the pilot ready to learn?

Score five evidence gates before procurement. A low score is useful: it tells you which uncertainty to reduce before technology reaches the building.

Score evidence,
not confidence.

Choose 0 when the evidence does not exist, 1 when it is partial or assumed, and 2 when it is written, owned, and ready for the pilot. The tool does not certify security or predict a return.

Your selections stay in this page only. Print the result or reset it when the conversation ends.

Pilot in view

Turn readiness into visible evidence.

A pilot can learn when the baseline, installation boundary, and final decision are owned before work starts.

Technician taking a physical baseline measurement beside a blank clipboard01
Baseline — record the condition the pilot is meant to change.
Building sensor, gateway, cable, and tools arranged for a controlled installation02
Boundary — prepare integration, security, support, and removal.
Five blank evidence cards beside a property model and calculator03
Decision — agree what evidence will produce a go, pause, or stop.

Published 8 September 2026 · reviewed 9 September 2026. Editorial illustrations generated for Hamed Helped; they do not depict a named site, vendor, or client.

Five gates / ten points

Technology pilot readiness

Operational value01

Operational value

The pilot owns one named workflow problem, response, operator, and observable outcome.

Baseline02

Baseline

A current measure exists before the pilot, with the same scope and observation method planned for the test.

Integration path03

Integration path

Systems, data flows, dependencies, support boundaries, and a workable exit path are documented.

Security review04

Security review

Devices, identities, remote access, updates, logging, data handling, and recovery have named reviewers.

Decision ownership05

Decision ownership

One person can start, pause, accept, or stop the pilot, and the scale decision has an evidence deadline.

Current decisionPause

Evidence gaps

  1. Score each gate to build the action list.

This educational screening aid does not send, save, or evaluate your answers outside the current page. A score is not a security approval, procurement decision, engineering review, or investment recommendation.

Build the baseline

A pilot cannot learn from a building the team has not mapped.

Map the boundary

Evidence trail

Sources behind this guide

  1. 01
    IoT Security FoundationBuilding Technology Procurement Guide (external link)

    Industry guidance supporting early security governance in procurement.

  2. 02
    NISTGuide to Operational Technology (OT) Security — SP 800-82 Rev. 3 (external link)

    Primary guidance for risk-based OT lifecycle and system-context decisions.

  3. 03
    BOMA BEST Field GuideR1.1 Data Access and Ownership (external link)

    Owner/operator considerations for data access and export.

  4. 04
    NIST GCTC Smart Buildings SuperClusterBenefit, Value and Return on Investment Considerations (external link)

    Framework for considering value across more than a single financial measure.