wiki:ai:ai_client_onboarding
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| wiki:ai:ai_client_onboarding [2026/08/05 20:23] – Updating artifacts from Azure checklist zhein | wiki:ai:ai_client_onboarding [2026/08/20 19:25] (current) – zhein | ||
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| - | ====== AI Managed Services Client Onboarding Checklist====== | + | ======AI Managed Services Client Onboarding Checklist====== |
| \\ | \\ | ||
| **Key Onboarding Stakeholders: | **Key Onboarding Stakeholders: | ||
| Line 6: | Line 6: | ||
| * Account Manager (AM, might also be referred to as the ' | * Account Manager (AM, might also be referred to as the ' | ||
| * Project Manager (PM) | * Project Manager (PM) | ||
| - | \\ | + | |
| + | [[https:// | ||
| + | \\ \\ | ||
| ^ TASK ^ RESPONSIBILITY ^ DOCUMENTATION^ | ^ TASK ^ RESPONSIBILITY ^ DOCUMENTATION^ | ||
| ^ EMAILS / MEETING INVITES ||^ | ^ EMAILS / MEETING INVITES ||^ | ||
| | Internal meeting with Onboarding Engineer, Account Manager (AM), Project Manager (PM), and Shadowing Engineer | Onboarding Engineer | | | | Internal meeting with Onboarding Engineer, Account Manager (AM), Project Manager (PM), and Shadowing Engineer | Onboarding Engineer | | | ||
| - | | External meeting with Onboarding Engineer, Account Manager (AM), Project Manager (PM), and Shadowing Engineer, and Customers | Onboarding Engineer | | | + | | External meeting with Onboarding Engineer, Account Manager (AM), Project Manager (PM), and Shadowing Engineer, and Customers | Onboarding Engineer | [[https:// |
| ^ BEFORE STARTING ||^ | ^ BEFORE STARTING ||^ | ||
| | Clone Jira stories for new customer onboarding. Template stories can be found in the AI Template Board backlog under the **TBD** parent story. \\ \\ Be sure to update the cloned story with the customer' | | Clone Jira stories for new customer onboarding. Template stories can be found in the AI Template Board backlog under the **TBD** parent story. \\ \\ Be sure to update the cloned story with the customer' | ||
| Line 21: | Line 23: | ||
| | Internal Meeting - SOW review with the Onboarding Engineer & AM | Onboarding Engineer | | | | Internal Meeting - SOW review with the Onboarding Engineer & AM | Onboarding Engineer | | | ||
| | External discovery meeting with the customer to review environment. | Onboarding Engineer | | | | External discovery meeting with the customer to review environment. | Onboarding Engineer | | | ||
| - | | Schedule weekly 1 hour cadence calls with customer until onboarding is complete. | PM and Onboarding Engineer | | | + | | Schedule weekly 1 hour cadence calls with customer until onboarding is complete. | PM and Onboarding Engineer | [[https:// |
| ^ 3. SERVICENOW (SNOW) PREREQUISITES (PROCESS NOT CONFIRMED) ||^ | ^ 3. SERVICENOW (SNOW) PREREQUISITES (PROCESS NOT CONFIRMED) ||^ | ||
| | Create Onboarding Change Request & Change Tasks **(MIGHT NOT BE PART OF OUR PROCESS)** | Onboarding Engineer | | | | Create Onboarding Change Request & Change Tasks **(MIGHT NOT BE PART OF OUR PROCESS)** | Onboarding Engineer | | | ||
| Line 29: | Line 31: | ||
| | Create Company Users | PM | Same as above | | | Create Company Users | PM | Same as above | | ||
| | Create Support E-mail List | PM | Same as above | | | Create Support E-mail List | PM | Same as above | | ||
| + | | Send SNOW Portal Access Welcome Email | Onboarding Engineer | [[AIMS SNOW Welcome Email]] | | ||
| ^ 4. AVATAR AND BACKEND BUILD CTASK (TBD if many of these will be handled by PM or AM) ||^ | ^ 4. AVATAR AND BACKEND BUILD CTASK (TBD if many of these will be handled by PM or AM) ||^ | ||
| | Meet with customer to get the Private IP Address for the Vnet | PM and Onboarding Engineer| | | | Meet with customer to get the Private IP Address for the Vnet | PM and Onboarding Engineer| | | ||
| Line 48: | Line 51: | ||
| | Validate that all onboarding tasks have been completed. Also, clarify handling of billing handoff w/ AM. | Onboarding Engineer | | | | Validate that all onboarding tasks have been completed. Also, clarify handling of billing handoff w/ AM. | Onboarding Engineer | | | ||
| | Clarify handling of billing handoff with the AM. **(TBD if this step is needed)** | Onboarding Engineer | | | | Clarify handling of billing handoff with the AM. **(TBD if this step is needed)** | Onboarding Engineer | | | ||
| - | | Welcome email to the customer (cc the AM and PM) | Onboarding Engineer | email Template | + | | Welcome email to the customer (cc the AM and PM) | Onboarding Engineer | **AIMS Welcome Email Template |
| ^ 8. DOCUMENTATION UPDATES ||^ | ^ 8. DOCUMENTATION UPDATES ||^ | ||
| - | | File completed onboarding checklist to shared | + | | File completed onboarding checklist to the SharePoint/Teams client folder | Onboarding Engineer | | |
| - | | Create/ | + | |
| + | \\ \\ \\ | ||
| ^ Date ^ Performer ^ Type(Initial/ | ^ Date ^ Performer ^ Type(Initial/ | ||
| Line 58: | Line 62: | ||
| | MM/DD/YYYY | xxxx xxxx | Review| 6 month document review | | | MM/DD/YYYY | xxxx xxxx | Review| 6 month document review | | ||
| + | [[operational_processes|AI Team Operational Processes]] | ||
| Line 64: | Line 68: | ||
| \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ | \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ | ||
| - | \\ | + | **Legacy onboarding checklist for reference (delete this when onboarding documentation is finalized): |
| - | =====AI Model Managed Services===== | + | \\ \\ |
| + | **AI Model Managed Services** | ||
| * Add customer to ServiceNow if they' | * Add customer to ServiceNow if they' | ||
| * Create client folder in SharePoint/ | * Create client folder in SharePoint/ | ||
| Line 81: | Line 86: | ||
| \\ | \\ | ||
| - | =====NVIDIA Managed Services===== | + | **NVIDIA Managed Services** |
| * Get access to customer systems | * Get access to customer systems | ||
| * Create client folder in SharePoint/ | * Create client folder in SharePoint/ | ||
| Line 92: | Line 97: | ||
| * Create/ | * Create/ | ||
| * KT with the AI Team | * KT with the AI Team | ||
| - | \\ | ||
| - | =====Reference LinksLinks for Other Onboarding Processes: | ||
| - | **Delete this section once this document is complete** | ||
| - | * Azure Change Monitoring Tool in case we want to monitor Azure AI infrastructure changes: [[https:// | ||
| - | * Example of SNOW onboarding document: [[https:// | ||
| - | * Example slide decks for onboarding: [[https:// | ||
| - | * Full Azure Team Premium Customer onboarding: [[https:// | ||
| - | * Full AWS Team Client Onboarding Documentation: | ||
| - | * AMS Accelerate Onboarding Documentation: | ||
| - | * IMS Documentation: | ||
| - | * [[https:// | ||
| - | \\ \\ \\ | ||
| - | [[operational_processes|AI Team Operational Processes]] | ||
wiki/ai/ai_client_onboarding.1785961431.txt.gz · Last modified: by zhein
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