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--- wiki:ai:ai_client_onboarding [2026/08/05 20:46] – 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:**
@@ Line 13: / Line 13: @@
 ^ EMAILS / MEETING INVITES ||^
 | 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://cdw.sharepoint.com/:p:/r/sites/AIManagedServices/Shared%20Documents/MS%20AI%20Team%20Channel/Client%20Onboarding/Managed%20Services%20CKOM%20-%20Title%20Template%20Copy.pptx?d=w664f3949757a4267918013093c44e4e2&csf=1&web=1&e=qky9Lj|Client Kickoff Presentation]] \\ [[BMN Info]] \\ Key BMN Links: \\ [[https://cdw.sharepoint.com/:b:/r/sites/AIManagedServices/Shared%20Documents/MS%20AI%20Team%20Channel/Client%20Onboarding/BMN%20Resources/V3BMNFAQSheet.pdf?d=wa9b7bf8c319e4dc091b89f36f7b88666&csf=1&web=1&e=PNEMiK|Customer Facing BMN FAQ]] \\ [[https://www.brainshark.com/1/player/cdw?pi=zGiz50jWlzH5rWz0&amp;r3f1=caf08eddd1dc8496c688ec9bddc8cccd979d9ef997da8fccdad7c794fe9cc0c2ca90d78c8fb7&amp;fb=0|BMN Information Sharing Instructions]] \\ [[Capture Team Requests]] - Instructions for how to engage with the Capture Team to get customer questionnaires filled out, such as security questionnaires for SL1|
 ^ 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's details. \\ \\ Bring 1-2 stories into a sprint at a time, leaving the remaining in the backlog until you're ready to work on them. \\ \\ NOTE: For template Jira stories that are not already scored, the onboarding engineer should enter the details of the task to be done for that customer's onboarding. These stories will then be scored during sprint planning. | Onboarding Engineer | [[https://siriuscloudservices.atlassian.net/jira/software/c/projects/AITB/boards/2540/backlog|AI Template Board Backlog]]|
@@ Line 23: / Line 23: @@
 | Internal Meeting - SOW review with the Onboarding Engineer & AM | 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://cdw.sharepoint.com/:p:/r/sites/AIManagedServices/Shared%20Documents/MS%20AI%20Team%20Channel/Client%20Onboarding/Cadence%20Call%20Template.pptx?d=wa2c01dcb1abd43cd948d0876f53228b5&csf=1&web=1&e=H0Tnbe|Cadence Call Template]] |
 ^ 3. SERVICENOW (SNOW) PREREQUISITES (PROCESS NOT CONFIRMED) ||^
 | Create Onboarding Change Request & Change Tasks **(MIGHT NOT BE PART OF OUR PROCESS)** | Onboarding Engineer | |
@@ Line 31: / Line 31: @@
 | Create Company Users  | 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) ||^
 | Meet with customer to get the Private IP Address for the Vnet | PM and Onboarding Engineer| |

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