Weeks 1-2: discovery
Workshop, candidate process map, viability scorecard and signing the 90-day roadmap.
Playbook
90-day implementation playbook.
The path we walk with every customer, week by week: discovery, design, sandbox, pilot, rollout. What gets delivered, what your team needs to bring, and the auditable milestones at each step.
What's inside
The pieces worth your time.
Weeks 3-5: design
Prompts, flows, integrations, data schema and QA plan — all in sandbox before touching production.
Weeks 6-8: pilot
Controlled rollout by segment or percentage, with live metrics and always-available kill-switch.
Weeks 9-12: rollout + handoff
Full opening, training your team, weekly ops session and the Q2 iteration plan.
Who it's for
Built for these three roles.
Project leads
To know exactly what to ask each stakeholder each week, with reusable status templates.
IT teams
To align security, data, infrastructure and credential rotation before each milestone.
Operations leaders
To prepare the human team that will receive the handoff — not finding out in week 11.
Contents
What you'll find — index.
- 1. How to use this playbook
- 2. Week 0: client-side prerequisites
- 3. Weeks 1-2: discovery and scorecard
- 4. Weeks 3-5: sandbox design
- 5. Weeks 6-8: controlled pilot
- 6. Weeks 9-12: rollout and handoff
- 7. Templates: status reports + RACI matrix
Format: PDF · ~28 pages · 5.8 MB · English