wiki:ai:ai_client_onboarding
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| wiki:ai:ai_client_onboarding [2026/08/05 20:34] – 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 50: | Line 53: | ||
| | Welcome email to the customer (cc the AM and PM) | Onboarding Engineer | **AIMS Welcome Email Template Needed.** Azure Team templates for reference: \\ [[https:// | | Welcome email to the customer (cc the AM and PM) | Onboarding Engineer | **AIMS Welcome Email Template Needed.** Azure Team templates for reference: \\ [[https:// | ||
| ^ 8. DOCUMENTATION UPDATES ||^ | ^ 8. DOCUMENTATION UPDATES ||^ | ||
| - | | File completed onboarding checklist to shared | + | | File completed onboarding checklist to the SharePoint/Teams client folder | Onboarding Engineer | | |
| \\ \\ \\ | \\ \\ \\ | ||
wiki/ai/ai_client_onboarding.1785962058.txt.gz · Last modified: by zhein
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