ZOLIO — ENTERPRISE EVALUATION WORKSHEET
Planning template. This is not a customer case study, certification or service commitment.

1. YOUR DECISION
Organisation / team:
Business question:
Products to explore: Hire / Skills / Workforce / Continuity / Help me choose
People who will use or review the output:

2. THE WORKFLOW TO SEE
Starting information (use non-confidential examples):
Assessment / readiness / staffing / knowledge task:
Output needed to make the decision:
How a person will review and challenge the output:

3. SYSTEMS AND DATA
Source systems and data owner:
Required records and transfer direction:
Access permissions and integration prerequisites:
Data categories and proposed retention needs:
Security / privacy / AI assurance questions:

4. EVIDENCE TO REQUEST
Relevant customer sector and deployment scale:
Products and outcome to substantiate:
Baseline, measurement method, period and attribution:
Assurance scope, entity and date:

5. SCOPE TO AGREE
Users / volumes / proposed participants:
Product availability and adoption options:
Implementation responsibilities and support:
Commercial terms and any pilot feasibility:
Evaluation criteria and next decision:

Request a conversation: https://zolio.ai/contact
Email: admin@zolio.ai
Avoid including personal candidate/employee data or confidential documents in an initial enquiry.