Starting too broad
Choose one recurring workflow instead of promising to automate the business.
Uploading everything
Large uncontrolled document sets create contradictions, privacy risk and stale answers.
Hiding responsibility
Pricing, commitments, exceptions and sensitive decisions need visible human owners.
Calling a demo live
Provider connection, permissions, QA, client UAT, monitoring and rollback evidence are separate gates.
Technical evaluator notes
Evaluation should confirm architecture, data handling, knowledge ownership, permissions, human authority, QA/UAT criteria, integration boundaries, monitoring, audit evidence, release gates and rollback for the specific workflow. The guide does not claim that external systems are connected.