RAG Pilot · Company Data · Quality Evaluation
Test a RAG Pilot with Real Company Data under Controlled Conditions.
Trixner digital solutions develops a clearly scoped RAG prototype with representative documents, typical user questions and quality criteria agreed in advance. The result is a reasoned go/no-go decision, not just a chat demo.
clearly scoped
representative sample
RAG
reviewed by experts
scale or stop
What Is a RAG Pilot?
A Focused Practical Test of Search, Answers and Source Grounding.
Retrieval-augmented generation (RAG) connects a language model with approved company knowledge. Before each answer, relevant content is retrieved and provided as traceable context.
The pilot tests this process for a specific business task: does the system find the right sources, are its claims grounded in them, and does the answer genuinely help the intended users?
When is it a good idea?
When a RAG Pilot Is the Right Next Step.
Business Task
User Questions Are Specific
A team repeatedly needs answers from policies, manuals, project documents, contracts or other internal knowledge.
Sources
Representative Documents Are Available
A bounded document set can be approved by subject-matter experts and tested realistically for structure, currency and permissions.
Expert Review
Correct Answers Can Be Evaluated
Subject-matter owners can define typical questions, expected sources and acceptable answer boundaries for the evaluation.
Decision
A Real Decision Follows the Pilot
The results should determine whether to scale, improve or stop, rather than merely producing a technical demo.
If sources, access rights or responsibilities are not yet sufficiently clear, start with a preliminary assessment.
Pilot Design
Four Layers That Must Be Tested Together.
An impressive chat interface says little about dependability. The pilot separates the business task, knowledge base, retrieval and answer quality so that weaknesses become visible and actionable.
Quality Criteria
Answer Quality Is Defined Before Testing, Not Judged by Impression.
The criteria are tailored to the business task. Expert review and technical metrics complement each other instead of promising one generic accuracy score.
Retrieval
Were the Relevant Sources Retrieved?
Retrieved results are checked against expected documents or passages. This distinguishes whether retrieval or answer generation needs improvement.
Groundedness
Are Claims Supported by the Sources?
Answers should rely on the provided context and identify supporting passages transparently.
Usefulness
Is the Answer Complete and Useful?
Subject-matter experts assess whether essential aspects are included, clearly presented and useful for the intended task.
Boundaries
Does the System Recognise Missing Evidence?
When sources are missing, contradictory or not approved, the system must support a controlled refusal or escalation.
Scope
What the RAG Pilot Includes.
The exact scope is documented before the project starts. This makes the data foundation, functions, client input, evaluation method and deliverables transparent.
Scope & Test Set
Define the business task, user group, representative sources, typical questions, expected answers and success criteria.
Working Pilot
Prepare documents, configure retrieval, connect the model and make answers with source references usable within the agreed evaluation scope.
Evaluation & Roadmap
Document evaluation results, failure patterns, risks, integration needs and a reasoned recommendation to scale, improve or stop.
Process
From a Knowledge Domain to a Dependable Go/No-Go Decision.
01
Define Scope and Success
Define the business task, user group, source domain, test questions, quality standard and deliberate non-goals together.
02
Review Sources and Permissions
Assess documents, structure, currency, metadata, access rules and sensitive content for the pilot.
03
Build and Test the Pilot
Implement the RAG pipeline, run the test set and record retrieval results, answers, source grounding and boundaries.
04
Determine Results and the Next Step
Evaluate quality, value, risks and effort, then justify scaling, targeted improvements or stopping.
Your Involvement
What We Need from Your Team for a Dependable Evaluation.
The effort remains manageable but requires subject-matter ownership. Without approved sources and verifiable feedback, a pilot can only produce a technical demo.
One person who understands the business task, documents, typical questions and expected answer quality.
An agreed document set and the access and data-protection requirements needed for the pilot.
Real questions, expected supporting passages and time to review retrieval results, answers and edge cases together.
What You Receive
A Documented Decision: Scale, Improve or Stop.
You receive a working RAG pilot for the agreed knowledge domain and a transparent evaluation of retrieval and answer quality. Failure patterns and limitations are documented alongside dependable results.
The recommendation combines business value, the data landscape, access rights, technical feasibility and integration effort. This creates a dependable basis for the next budget and architecture decision.
After the Pilot
The Evaluation Ends with a Clear Next Step.
Stop
The Business Task Does Not Hold Up
If value, source quality or achievable performance is insufficient, no larger-scale implementation is recommended.
Improve
The Knowledge Base Needs Targeted Work
Missing structure, metadata, access rules or maintenance processes are prioritised before another evaluation.
Scale
Design Integration and Operations
If results are dependable, the next step is a scoped concept for user roles, integrations, security, monitoring and operations.
Frequently Asked Questions
Frequently Asked Questions about the RAG Pilot.
Which Data Sources Can Be Included?
Depending on the business task, sources may include PDFs, Office documents, wikis, project folders, DMS content or structured specialist data. Accessibility, quality and permissions are decisive.
How Many Documents Does a Pilot Need?
A representative set matters more than the largest possible number. Scope and selection depend on document variants, formats, topic breadth and the test questions.
How Is Quality Evaluated?
Using an agreed test set and criteria for retrieval, source grounding, correctness, completeness, usefulness and handling missing evidence.
How Long Does a RAG Pilot Take?
The timeline depends on sources, access, preparation, integrations and evaluation scope. After the initial assessment, you receive a scoped project proposal with a dependable effort estimate.
Next Step
Let Us Assess Whether Your Knowledge Domain Is Ready for a Pilot.
In the discovery call, we clarify the business task, sources, test questions and the decision the RAG pilot should support.