| 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&r3f1=caf08eddd1dc8496c688ec9bddc8cccd979d9ef997da8fccdad7c794fe9cc0c2ca90d78c8fb7&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 ||^
^ 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]]|
| 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]]|
wiki/ai/ai_client_onboarding.1787251766.txt.gz · Last modified: by zhein
