PilotPlanWhat does a PilotPlan report include?
A recommendation, rejected options, linked sources, cost assumptions, risks, architecture implications, rollout phases, owners, exit criteria, and exportable implementation tracking.
Which tool, how to roll it out,
and what it will really cost.
Describe the decision. In about three minutes you get a sourced recommendation, the options rejected, first-year cost, a rollout plan and the tracker your team runs it from.
Or start from a real decision
- Every number links to its source
- Rejected options shown, not hidden
- No account. Plans auto-save to this browser
- PDF, Word, Excel and share link included
See what a finished plan looks likeGallery
ERP and finance · Enterprise · Financial ServicesPublished planFabric and Power BI Replace Synapse and CognosThe current setup has a data warehouse fed from an ERP system via a data lake, with a legacy reporting tool reading from views and tables. Reports are slow and the tool is outdated. The goal is to replace both the warehouse and the reporting tool with newer, faster technology that supports an MCP connection and optional AI features, serving more than 10,000 Microsoft Fabric (Warehouse + OneLake) with Power BI, paginated reports, and Cop · beat Stay on Azure Synapse and add Power BI, Looker (Google Cloud), Databricks AI/BI$857,080First year12 months incl. UAT and parallel runLive in2SourcesCRM and sales · SMB · Logistics / Supply ChainPublished planPipedrive CRM for Sales Pipeline ManagementA mid-sized logistics company managing 50–200 active deals monthly needs to centralize its sales pipeline from spreadsheets into a CRM solution under $1,000/month, integrated with Google Workspace within 60 days, to improve deal visibility and sales team coordination.Pipedrive · beat Copper CRM, HubSpot Starter, Google Sheets (current state)$8,344First year8 weeks (incl. UAT)Live in2SourcesERP selection · Medium businessExampleERP selection for a distributorIllustrative company: a 180-person distributor with three warehouses, 45 core ERP users, Microsoft 365, inconsistent inventory data, and a first-year program ceiling that still requires vendor validation.Illustrative example, not a customer plan3Options4Risks3Sources
01 · 10 SEC
You describe itOne paragraph. Add budget, stack and timeline as chips, or skip them and we ask a short question.
02 · 2 MIN
We research it liveFour searches, the top pages read and cross-checked. You watch the report fill in as it is written.
03 · DONE
You get a decision briefRecommendation, cost, timeline, risks and next step on one screen. The full plan, tracker and share link under it.
What you get back: the complete implementation kit
The full report
Recommended solution, comparison, sourced costs, rollout phases, staffing, risks
An Excel tracker
Status dropdowns, owners, and a Gantt. Your team runs the project from it
A shareable link
One click puts a boss-ready summary in Slack, Teams, or email
PDF + diagrams
Print-ready report and A4 diagrams for the approval meeting
Direct answers
What is PilotPlan?
PilotPlan is an AI solution architect for business software, cloud platforms, ERP selection, technical pre-sales, migrations, and implementation planning. It researches live sources, compares implications, and turns the decision into a sourced plan.
Can PilotPlan help with technical pre-sales?
Yes. It can structure discovery notes, identify unanswered questions, compare technical options, prepare a demo or pilot plan, and create an implementation handoff with explicit assumptions.
How is the information researched?
PilotPlan reads current vendor pricing, official documentation, independent feedback, and implementation evidence. Source links make claims reviewable, but final prices and compliance details still require vendor confirmation.