RHI EAP Prospect Journey

Swim-
lanes

PHASE 1

Qualify & Engage

Qualified Opportunity

PHASE 2

Pilot Design & Approval

Pilot Approved

PHASE 3

Agreement & Scheduling

Pilot Gate / Pre-PO → PO Received / Scheduled

PHASE 4

Pilot Execution

Pilot in Execution

PHASE 5

Evaluation & Expansion

Pilot Successful / Expansion Planning

PHASE 6A

Closed Won

Production relationship begins

PHASE 6B

Closed Lost

Debrief & relationship preservation

PurposeDetermine mutual fit between the EA/Prospect's environment and RHI's EAP criteria before investing in pilot design.

BeginsFirst substantive contact — inbound inquiry or RHI outreach.

EndsThe prospect is confirmed in the EAP, both parties understand the intent and stakes, and the team is ready to design a pilot together.

Key TasksDiscovery call & requirements capture · Opportunity scoring against EAP criteria · NDA execution · EAP slot approval (Executive gate)

PurposeDefine what success looks like, agree on scope, and secure internal approvals before committing hardware and engineering resources.

BeginsNDA in place, EAP slot confirmed.

EndsBoth parties share a clear, approved picture of what will be tested, how success will be measured, and what it takes to get there — and RHI has internal authorization to commit the resources.

Key TasksTechnical demo · Integration & application-fit assessment · Pilot architecture design · Success criteria defined & agreed · Executive Pilot Approval gate

PurposeConvert the approved pilot design into binding commitments and prepare hardware, site, and logistics for deployment.

BeginsExecutive Pilot Approval gate passed.

EndsBoth parties are legally committed, hardware is in transit or on-site, and everyone knows exactly when and how the pilot begins.

Key TasksEAP Agreement execution · Pilot PO receipt · Hardware pre-configuration & shipment · Site preparation confirmed · Deployment date locked

PurposeDeploy, operate, and generate the data and EA/Prospect experience needed to evaluate the solution against agreed success criteria.

BeginsHardware on-site, deployment date arrived, site access confirmed.

EndsThe pilot is complete, the system has been operated under real conditions, and both parties hold the data and direct experience needed to make an honest expansion decision.

Key TasksSystem installation & configuration · Operator training · Weekly BD check-ins · Live technical support · Performance data collection & documentation

PurposeAssess pilot outcomes against success criteria and align both parties on the path forward — expansion or close.

BeginsPilot period complete, data and feedback in hand.

EndsBoth parties have reviewed outcomes against what was promised, a clear go/no-go decision has been made, and the engagement has a defined next step — not an open question.

Key TasksROI analysis & summary · Technical performance review · Expansion proposal & pricing · Executive Review session · Expansion decision gate

PurposeConvert a successful pilot into a durable production relationship and establish the EA/Prospect as an EAP reference customer.

BeginsEA/Prospect commits to expansion following Executive Review.

EndsRHI has a committed EA/Prospect under production agreement, with an active reference relationship — the pilot is behind them and the real work together begins.

Key TasksProduction contract execution · Reference customer agreement · Production transition plan activated · Handoff to production account management

PurposeClose the engagement cleanly, extract lessons, and preserve the relationship for future re-engagement.

BeginsEA/Prospect declines expansion following Executive Review.

EndsThe door is closed but not locked — RHI understands why the deal didn't close, the relationship is intact, and both parties know what would need to be true for a future conversation to make sense.

Key TasksFormal debrief session · Lessons learned capture · Re-engagement criteria documented · Hardware retrieval logistics · Relationship preservation plan activated

Prospect