LESSON 1 OF 7 · DELIVERY METHODOLOGY

Not every use case earns a pilot.

By the end of this lesson, you'll be able to qualify any use cases that are worth scoping and identify which three engagement patterns consistently produce a defensible ROI story at Day 30.

The Qualification Filter

Two types of gain. One of them survives a CIO readout.

Before scoping a pilot, you need to know whether the use case produces structural change or marginal improvement. The distinction determines whether your ROI case holds at Day 30.

Marginal Gain
Does the same work faster

The unit of work doesn’t change. Claude speeds up an existing task, reduces friction, or cuts time on something repetitive. Productivity gains are real but diffuse, and hard to isolate from other factors in a 30-day window. Examples: autocomplete, boilerplate generation, inline documentation. Good for adoption momentum. Difficult to anchor a CIO-level business case to.

Structural Gain
Changes what work is possible

The unit of work itself shifts. A task that required a team of four and six weeks now requires two developers and two weeks. The ROI case is measurable before Day 30 and defensible at the readout. Examples: legacy migration at scale, new feature loops with full Claude participation, framework-level modernization. Anchors a renewal conversation.

Engagement Mode

Two activation modes. One changes the data you get.

The scope decision happens at engagement entry. Mode 1 is a training-only activation. Mode 2 wraps it in a 30–45 day program.

Mode 1
2-day training activation

Code 101 and admin setup delivered as a standalone training event. Fast to deploy, minimal setup. Produces adoption signals but not ROI data: there’s no measurement period, no use case owner, and no baselined metrics to close the loop against.

Mode 2
30-45 day program

Training plus a structured activation: pre-kickoff setup, use case definition, a midpoint check at Day 20–25, and a closeout readout with champion-presented results. ROI data is available because the measurement infrastructure was built before Day 1.

Where Claude Code Wins

Three engagement patterns that consistently produce structural gains

01
Code modernization

Migrate legacy stacks, translate languages, upgrade dependencies across a large codebase. Claude handles the volume; developers handle judgment calls on architecture. The ratio of Claude-assisted commits to total commits is directly measurable.

02
New feature build

Accelerate net-new development through the full feature loop: scaffolding, implementation, tests, review prep. PR cycle time before and after is the core metric. Works best when the feature scope is clear and CLAUDE.md is well-invested.

03
Code migration

Move between frameworks, cloud providers, or architectural patterns. Well-scoped, high-volume, low-ambiguity tasks ideal for agentic delegation. Velocity gain is visible within the first two weeks.

Does This Use Case Qualify?

Four criteria that separate a pilot-worthy use case from a wishlist item

Not every use case that sounds promising passes qualification. Run each candidate through these four criteria before committing to a pilot scope. A weak score on any one is a signal to reframe the use case or deprioritize it.

Volume means the task recurs frequently enough to generate meaningful data in 30 days. A one-off project doesn’t qualify regardless of complexity.


Complexity means Claude adds real leverage, not just speed. If a junior developer could do the task in an afternoon, Claude’s contribution is marginal. If it takes a senior engineer three weeks, there’s structural gain available.


Measurability means you can capture a baseline before Day 1. If you can’t measure it before the pilot starts, you can’t close the ROI loop at Day 30. This is non-negotiable.


Developer readiness means the team is willing to change their workflow, not just try a tool. A pilot where developers use Claude occasionally around their existing habits produces flat metrics. Adoption has to be designed in.

Qualification Rule

A use case that scores well on complexity but fails on measurability is not a pilot candidate. It is a risk.

Simulation · Make the Call

The Arvana Technologies Qualification

Arvana Technologies is a mid-market software firm with a 60-developer engineering team. Their CTO wants a Claude Code pilot. Three decisions, up to 6 points.

 
Live Scenario The Arvana Technologies Qualification 3 decisions · 6 pts max
Score  0/6
 
 
 
1
Decision 1 · Use case selection

Arvana’s engineering lead proposes two use cases. Option A: using Claude Code to add unit tests to a codebase that already has 82% coverage. Option B: a Java-to-Spring Boot migration the team has been scoping for eight months.

Which use case qualifies for the pilot?

Choose one
A
Unit test generation
82% coverage is already high. Claude adds speed, not structural change. No meaningful baseline gap to close.
Select
B
Java-to-Spring Boot migration
High volume, pre-scoped, clear structural change. All four qualification criteria met.
Select
C
Both, run in parallel
The test case dilutes the ROI signal. Mixing structural and marginal use cases in one pilot makes attribution harder at the Day 30 readout.
Select
 
2
Decision 2 · Baseline capture

The team chooses the migration. Now determine which metric to baseline before Day 1.

Which baseline metric gives you the most defensible ROI story at Day 30?

Choose one
A
PR cycle time from ticket-to-merge for migration tasks
Directly measurable before the pilot starts, captures the full Claude-assisted loop, and is visible in existing tooling.
Select
B
Developer hours logged per migration task
Useful but self-reported. Harder to audit and more susceptible to estimation bias than PR data.
Select
C
Lines of code migrated per week
A vanity metric. Claude produces more lines faster, but the line count doesn’t measure quality or completeness of migration work.
Select
 
3
Decision 3 · Cohort composition

You’re designing the pilot cohort. Arvana has 60 developers. Migration is the work.

Which cohort design produces the most signal by Day 30?

Choose one
A
8–10 developers who own the migration backlog
Deep signal from the people doing the real work. Metrics are traceable to actual tasks.
Select
B
20 developers across four different teams
Broader signal but thinner depth. Mixed use cases and varying task types make the ROI story harder to attribute.
Select
C
All 60 developers, starting with awareness training
Too broad for a Day 30 readout. No use case ownership, no scoped tasks, no measurable starting point.
Select
 
Qualification Complete
0/6
Your decision trail
 
Course artifact · Lesson 1 contribution
Delivery Plan Pack
Delivery Plan Pack: Qualification section

By the end of this course you’ll have a complete Delivery Plan Pack covering qualification, pilot design, ROI scorecard, and champion plan. This lesson contributes the qualification section.

1.
Name the use case in one sentence. State what Claude Code will do in the context of a specific codebase or workflow.
2.
Label it structural or marginal and explain why in two sentences. Reference the unit of work that changes (or doesn’t).
3.
Score it on the four criteria: volume, complexity, measurability, developer readiness. Flag any criterion that is weak and note whether it can be addressed before the pilot starts.
LESSON 1 OF 7 COMPLETE

You can qualify a use case. Now design the pilot.

 

The structural vs. marginal distinction is the first decision in every Claude Code engagement. Structural gains produce defensible ROI. Your qualification section is started.

Up next · Lesson 2
Pilot design: cohort, scope, duration, and success criteria

With a qualified use case in hand, the next decision is how to structure a pilot that produces a defensible answer at Day 30, not just a good feeling.