Methods of Pilot, PoC, and verification of Robo Claw in major retail companies
Based on the requirements defined in Refine, constructs Agent, Skill, and Tool Policy within the target scope limited to one task and one store group, verifies including normal cases, abnormal cases, incorrect updates, incorrect transmissions, double execution, human approval, and rollback, and checks whether the criteria for production deployment are met.
The pilot should focus on a single target store group and business operation, verifying not only normal scenarios but also abnormal scenarios (POS/EC connection failures, insufficient permissions, incorrect updates, incorrect transmissions, duplicate executions) as well as rollback and manual operation switching procedures. Skipping the verification of abnormal scenarios increases the likelihood of issues such as incorrect price reflection or incorrect transmission to customers after going live.
Who This Is For
Who This Is For
It targets store operations managers, EC managers, and personnel from the information systems department, whose requirements have been defined in the Refine STEP.
What You'll Decide
What You'll Decide in This Step
In Build & Validate, finalize the scope of the pilot, construct agents, skills, and tools, and then conduct tests for normal and abnormal cases to evaluate whether the criteria for going live are met.
Industry Challenges
Challenges unique to large retail companies
Preparing test data is difficult
Actual member information and payment information cannot be used directly for testing, so preparing test data takes time.
It is easy to overlook abnormal scenarios.
Normal inquiry response flows are easy to verify, but abnormal scenarios such as POS/EC connection failures or incorrect transmissions are often overlooked.
Risks of incorrect updates and incorrect transmissions
There is a risk that prices and inventory may be updated twice or that customers may receive duplicate communications due to scheduled executions or retry processes.
The criteria for moving to production are unclear.
In many cases, the criteria for whether to move to production based on pilot results are not decided in advance.
Method
Implementation Steps
1. Determine the scope of the pilot.
The pilot is designed by focusing on a single business operation and a single store group to make the verification scope manageable.
2. Build the Agent, Skill, and Tool.
Build the necessary agents, skills for business procedures, and tools for POS/EC operations required for the target business.
3. Set the Tool Policy.
Set the operation range that the tool is allowed to execute (read/write, Allow/Deny) as a policy.
4. Prepare test data.
Prepare test products and member data modeled on real data and build a verification environment that does not include confidential information.
5. Test the normal case
Confirm whether the daily report summary, out-of-stock candidate organization, and inquiry classification flow function as expected.
6. Test abnormal cases
Check abnormal scenarios such as POS/EC connection failures, insufficient permissions, incorrect updates, wrong transmissions, and double executions.
7. Verify human approval and rollback
Confirm whether the approval flow functions as designed and whether it can return to the original state in case of problems.
8. Conduct user acceptance testing
Have actual store staff and headquarters personnel use it and check usability in practical operations.
Test Scenarios
Pilot Evaluation Form
The following are examples of verification items. Judgments are recorded in three levels: 'Pass,' 'Conditional Pass,' and 'Fail,' and are used as a basis for deciding whether to transition to production.
| Verification items | Scenario example | Checkpoints |
|---|---|---|
| Normal case | Normal daily report summary / out-of-stock candidate organization | Whether the draft and organization results are created as expected |
| Abnormal cases (POS/EC failures) | Connection failures to POS/EC | Check if it stops safely during errors and does not output incorrect information |
| Abnormal cases (double execution) | Overlapping or re-execution of scheduled runs | Check whether price/stock updates and customer notifications are not reflected twice (idempotency) |
| Human approval | Approval of price changes and customer notifications | Verify that nothing is reflected or sent without approval and that approval records are retained |
| Rollback | Revert after incorrect update | Check whether it can return to the original state quickly |
Data & Systems
Data and Systems Used
Human-in-the-loop
Where Human Approval Is Required
- Test personnel confirm and approve whether price change proposals and daily report summaries generated by Pilot can be reflected
- Information Systems Department and store operation managers review Tool Policy settings
- The responsible person decides on the feasibility of moving to production based on pre-established judgment criteria
Measurement
KPI
Pass rate of test scenarios
The proportion of passed normal and abnormal scenarios
Number of occurrences of incorrect updates or incorrect transmissions
Number of incorrect operations or duplicate processes detected during the Pilot period
User acceptance evaluation
Evaluation of usability and business suitability by actual users
Pitfalls
Common Pitfalls
Judged as pass with normal cases only
Skipping abnormal case verification will result in unexpected POS and EC behavior after actual operation
Testing with actual member data
Using actual member and payment information from the verification stage increases the risk of incorrect transmission and information leaks
Not preparing rollback procedures
Without procedures to revert when problems occur, recovery takes time and impacts customer response
Go / No-Go Criteria
Checklist for production migration decision
- All normal scenario tests have passed
- Abnormal scenario tests (POS/EC failure, double execution, incorrect update, incorrect transmission) have been completed
- Human approval flow functions as designed
- Rollback procedures are established and actual rollback has been confirmed
- Confirmed that operations outside of permissions are rejected
- User acceptance tests have resolved practical issues
- Procedures for switching to manual operation in case of failure are established.
FAQ
Frequently Asked Questions
What is the approximate duration of the Pilot period?
It varies depending on the business you are involved in and the complexity of POS/EC integration. We cannot provide a fixed period, so please consult individually based on the scope of your services.
Can I verify without using the actual member data?
] Yes, it is possible. We recommend preparing test data that mimics real data and conducting it in a verification environment that does not contain confidential information.
What happens if a Pilot fails?
Review the Refine requirements and Tool Policy, and conduct the Pilot again. It is recommended to continue verification until the standards are met without forcing the transition to production.
] Would you like to organize the Pilot for retail operations together?
The scope of targets, test scenarios, and criteria for production transition can be specified through consultations in the official LP.