Meeting Notes — Appliers
Proposal
Proposal · Metricon

Metricon AI Pilot

Prepared For
Metricon
Prepared By
Appliers AI
Date
29 April 2026

A focused $60k pilot to prove the methodology, validate the ROI and show the executive team what is possible using the data, systems and business knowledge already inside Metricon.

01/ Intent

The right next step for Metricon is not a large transformation program. It is a focused pilot.

A pilot gives Metricon a low-risk way to prove the methodology, test the approach, validate the ROI and see what is possible using the data, systems and business knowledge already inside the organisation.

The question we are setting out to answer:

Can we solve a real business problem, quickly, practically and commercially, using AI-enabled software and agentic workflows?

Our view is yes.

02/ Proposed Investment

$60,000 + GST Pilot.

The purpose of that investment is to prove three things:

  • We can understand Metricon's current business and data environment quickly.
  • We can identify a high-value business problem worth solving.
  • We can build and demo a practical solution within a short period that shows real ROI potential.

This is not a theoretical strategy piece. It is a practical build-and-prove pilot.

03/ Executive Alignment

The first step is to sit down with the executive leadership team, with the right executive sponsors involved from the beginning. This needs to be business-led, not just technology-led.

In that session, we align on:

  • The purpose of the pilot
  • The business area we want to focus on
  • The pain points worth solving
  • The success criteria
  • The internal stakeholders we need access to
  • The commercial value we are trying to prove

This ensures the pilot is tied to meaningful business outcomes from day one.

04/ NDA & Access to the Data Model

Before we go deep, we sign an NDA. From there, we request access to Metricon's data model from the data warehouse — or at least enough of the data architecture to understand the breadth of the organisation.

When we refer to the data model, we mean the structure of Metricon's data warehouse: the tables, relationships and data sets that already exist there. The data warehouse is where Metricon's operational data is consolidated, which makes it the most efficient way to see the full picture of what is captured across the business without walking through every source system individually.

The data model gives us a map of the business. It helps us understand:

  • What systems exist
  • What data sets are available
  • What is controlled internally
  • Where the operational complexity sits
  • Where there may be duplication, manual work, rekeying or process friction
  • Which part of the business is best suited for the pilot

Rather than guessing where to start, we use the data model to identify the best opportunity.

05/ Selecting the Right Pilot Area

Once we understand the data landscape, we work with the executive sponsors to pick one focused area. The key is not to boil the ocean.

We choose an area where:

  • There is a clear business pain point
  • The current process has friction, duplication or manual effort
  • There is accessible data
  • The impact is measurable
  • A solution can be demonstrated quickly
  • The result will be meaningful enough for the executive team to see the value

This could be a specific function, workflow, operational process or part of the national business.

06/ Capturing Pain Points & Current State

Once the pilot area is selected, we need access to the relevant people inside the business. We facilitate structured sessions to understand:

  • How the current process works
  • Where the pain points are
  • What systems are involved
  • Where people are manually keying information
  • Where work is being duplicated
  • What approvals, handoffs or bottlenecks exist
  • What data is being used
  • What decisions are being made
  • What outcomes the business actually needs

We do not start with the tool. We start with the business problem, the workflow, the people, the data and the commercial outcome.

07/ Build & Demo

Within a short period, ideally two to three weeks, we aim to demo a working solution. The demo is likely to include:

  • A software solution or lightweight application that could replace or reduce reliance on an existing system or manual workflow
  • One or two AI agents that automate specific tasks
  • A workflow that interacts with the new software layer
  • A practical example of how repetitive work, manual keying or process inefficiency can be reduced
  • A clear view of the potential ROI if scaled

The purpose is not to build the final enterprise-grade production system inside the pilot. The purpose is to prove what is possible, show the business value and create confidence in the approach.

08/ Why Agentic Workflows Matter

A big part of the value is in agentic workflows.

These workflows can automate repetitive tasks that currently require people to move between systems, key data into user interfaces, check information, trigger next steps or manually coordinate process flows.

This is where the savings can become significant. Not just through labour reduction, but through:

  • Faster processing
  • Fewer errors
  • Less duplication
  • Lower software dependency
  • Better visibility
  • Better compliance
  • Better customer and internal experience
  • Reduced operational friction

The pilot is designed to make that value visible.

09/ How We Work

The way we work is highly iterative. We do not disappear for weeks and come back with a finished answer. We work closely with the business, demo regularly, take feedback and keep refining.

The rhythm is:

  1. Align with executive sponsors
  2. Review data model
  3. Select pilot area
  4. Run business discovery sessions
  5. Map the current state
  6. Identify the highest-value pain points
  7. Build the first version
  8. Demo quickly
  9. Take feedback
  10. Refine
  11. Validate ROI
  12. Present findings and scale recommendation

The business stays involved throughout, which means the solution is built with buy-in from the people who will actually use it.

10/ Role of Metricon IT

We are not looking to bypass IT. We see IT as a critical partner in making this real, safe and scalable.

Appliers.ai focuses on
  • Business discovery
  • Workflow mapping
  • Solution design
  • AI and agentic workflow architecture
  • Rapid prototyping
  • User feedback
  • Business case development
  • Scaling the methodology across other areas
Metricon IT focuses on
  • Security review
  • Production standards
  • Hardening the technology
  • Deployment into the Metricon environment
  • Data migration strategy
  • Data cleansing
  • Integration governance
  • Monitoring and support once stable

This allows each team to play to its strengths. Appliers.ai helps create and prove the transformation opportunity. Metricon IT helps make it enterprise-ready, secure, stable and scalable.

11/ Success Criteria

The success of the pilot should be measured clearly. The pilot should prove:

  • We solved or materially improved one real business problem
  • The solution was built quickly
  • The business users can see the value
  • The executive sponsors can see the ROI
  • The approach is commercially viable
  • The methodology can be repeated in other areas of Metricon
  • IT can see a clear path to hardening, deployment and governance

The goal is to deliver a meaningful win inside the $60k pilot budget. Not a vague concept. A practical example of what becomes possible when Metricon applies AI and automation properly.

12/ The Core Message

Metricon already has the ingredients.

  • You have the data.
  • You have the business knowledge.
  • You have the internal systems.
  • You have the people who understand the pain points.
  • You have the problems worth solving.

What we bring is the methodology, the AI toolsets, the software architecture, the agentic workflow thinking and the ability to move quickly.

The opportunity is to use what Metricon already has internally to solve its own business problems at a fraction of the cost of traditional software development.

13/ After the Pilot

If the executive leadership team likes what they see and the pilot hits the agreed success criteria, the next step is to build a strategic roadmap.

That roadmap could target:

  • Other high-value areas of the business
  • Specific national functions
  • Operational workflows
  • Customer-facing processes
  • Back-office processes
  • Software stack rationalisation
  • Labour-intensive manual processes
  • Areas with high OPEX reduction potential

The pilot becomes the proof point. From there, we scale the approach across Metricon in a structured way.

14/ Commercial Benefit

The commercial upside is significant. This approach can help Metricon:

  • Reduce OPEX
  • Reduce manual labour
  • Reduce dependency on expensive software subscriptions
  • Replace outdated or inefficient systems
  • Improve internal speed and accuracy
  • Give teams better tools
  • Create a scalable internal AI capability
  • Move faster than traditional software development allows
  • Build a practical AI roadmap tied to real business value

The bigger opportunity is positioning Metricon as a leader in applying AI to improve how a large national business operates. Not AI for the sake of AI. AI that solves real business problems.

15/ The Ask

We would like Metricon to commit to a $60k pilot.

The pilot will give us the ability to prove the approach, demonstrate a working solution and build a clear business case for how this could scale across the organisation.

Our belief is that within a focused pilot, we can show Metricon what is possible, prove the ROI and give the executive team confidence that this is a practical path forward.

The best way to start is small, focused and fast.

  • Pick the right area.
  • Prove the value.
  • Then scale with confidence.