Product, business & communication

Run a customer discovery → POC → pilot loop

Scope a POC with a client, build/adapt it fast, demo it, handle objections, hand over to production.

~20 focused hours·advanced

Tools: LLM APIs (OpenAI/Anthropic/Azure), Notion/Slides (POC scoping doc), Loom (demo recording), a no-code or lightweight backend for the POC build

What employers mean

You should be able to…

  1. Scope a proof-of-concept with a client to a narrow, demonstrable slice within days, not months
  2. Build or adapt a working POC fast, reusing existing components where possible
  3. Demo the POC to the client and handle technical objections in real time
  4. Define what 'pilot success' looks like before the pilot starts
  5. Hand a successful POC over to a production team with a clear scope and known gaps
  6. Manage client expectations when the POC surfaces a limitation mid-engagement
  7. Own the engagement end to end from discovery call to pilot decision

Needs first: Build an end-to-end chat assistant, Communicate AI trade-offs to stakeholders

Learn — free, link-checked

The few resources that matter

Practice

POC: AI-assisted GST reconciliation for a mid-size retailer

Role-play a discovery call with a retailer's finance lead who wants to reconcile GST returns against purchase invoices. Write a one-page POC scope doc defining what will and won't be built in 2 weeks, then build a narrow working POC (even with sample/synthetic data) that demonstrates the core value: flagging mismatched invoices. Deliver a live demo and write a pilot-success definition for what would justify moving to production.

Done when
  • POC scope doc explicitly lists in-scope and out-of-scope items agreed 'with the client'
  • Working POC is built and demoed on synthetic or sample data within the stated timeline
  • A pilot-success definition with measurable criteria is documented
  • A recorded or live demo walkthrough exists, under 10 minutes
Prove it

Evidence a recruiter can check

  • POC scope document (public)
  • Working POC repo or deployed demo link
  • Recorded demo walkthrough
  • Pilot-success criteria document
Interview

Questions you'll get asked

  1. Walk me through a POC you scoped and delivered — what did you cut to hit the timeline?
  2. How do you handle a client asking for a feature mid-POC that wasn't in the original scope?
  3. What does 'pilot success' mean, and how do you define it before you start building?
  4. Tell me about a POC that failed or wasn't converted to a pilot — what went wrong?
  5. How do you hand off a successful POC to a production engineering team?
  6. How do you keep a POC honest — not overselling what a demo can actually do in production?
See where you stand for AI Solutions / Pre-sales Engineer