From pilot to scale: the path to repeatable issuance
How to run a scoped pilot, define responsibilities, and operationalize for multiple deals without chaos.
Pilots succeed when scope is tight, responsibilities are clear, and success criteria are defined before work starts.
Scope the pilot like a product release
A pilot needs boundaries: jurisdiction, investor type, limited lifecycle actions, and a clear reporting cadence.
Avoid expanding scope mid-flight.
Define “done” with measurable outcomes
Success criteria should include documentation readiness, onboarding completion, issuance completion, and audit trail availability.
This creates a clear handoff to operations.
Operationalize for the next issuance
After the pilot, convert learnings into templates: checklists, disclosures, onboarding rules, and partner playbooks.
Scaling is standardization.
A pilot is valuable only if it produces repeatable workflows, not just a one-time issuance.