Days 0 to 14: Discovery and Architecture
We map workflows, systems of record, and data sensitivity, then prepare a scoped proposal tied to the actual operation.
Days 15 to 45: Infrastructure and Pilot Slice
Hardware or private cloud is sized. A narrow pilot (often intake or one knowledge domain) goes live for a controlled user group.
Days 45 to 90: Expand, Train, and Harden
Broader access, monitoring, playbooks, and success metrics follow the pilot. Training is part of deployment because the operating habits matter as much as the tool.
- Success metrics agreed up front
- Human escalation paths documented
- Security and backup checks
Build a realistic delivery plan
Use a working session to define the first workflow, acceptance criteria, and operating owner.
Plan the First 90 Days