TAP TAP GO
Choose a small scorecard before launch
Define the essential use cases, the evidence that each works and the exceptions you expect to investigate. Include transaction completion, reconciliation effort, support clarity and customer understanding where relevant. Set realistic observation periods and record the sample size. A pilot with a handful of friendly users cannot prove universal performance, but it can reveal whether the proposed workflow deserves a larger and more representative test.
Separate adoption from operational fit
Track active use and repeat use without treating them as the whole result. Ask participants what they could not complete and how much help they needed. Record manual work performed by the project team, because a smooth-looking pilot may rely on hidden assistance that cannot scale. At the end, write a specific decision: expand, change the workflow or pause pending evidence. That is more useful than a general declaration that the launch was successful.
Hypothetical example
A hypothetical consultancy pilots a card tool with ten staff. Most activate accounts, but finance spends extra time matching exports. The pilot report records both facts and requests an export improvement before expansion, preventing an attractive activation count from hiding an unresolved operating problem.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
Background reading — CFPB: prepaid card comparison resources (US context) ↗Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
