PMAI PM Playbook

Case studies

Three worked examples. Each one includes an opportunity brief, PRD, eval plan, launch gate, and a scored readiness recommendation.

Medium riskCase 01

Customer Support Copilot

Synthetic case study showing a medium-risk AI drafting workflow for Tier 1 support agents.

Verdict
Pilot after blockers resolved
Open
Medium riskCase 02

Sales Call CRM Assistant

Synthetic case study showing a medium-risk structured extraction workflow for sales reps updating CRM fields from call transcripts.

Verdict
Pilot after blockers resolved
Open
High riskCase 03

Healthcare Intake Assistant

Synthetic case study showing a high-risk patient-facing workflow where the right product judgment is not to launch AI yet.

Verdict
Prototype only. Do not launch
Open