Approved 2026/08/04 16:35 by ddehamer (version: 1) | Approver: @ai-us-principals

AI Managed Services Client Onboarding

AI Model Managed Services

Add customer to ServiceNow if they're not already a customer
Create client folder in SharePoint/Teams
- Add SOW, design docs, and any other relevant files to customer folder
Enroll client in monitoring solution (SL1?)
Onboard client chatbots into AFFIRM
- Have the customer fill out the AFFIRM discovery questionnaire
- Once the questionnaire is filled out, work with AFFIRM team to complete onboarding
Deploy AI Team Lighthouse template(if in Azure)
- Link to Lighthouse template
- How to deploy a Lighthouse template manually
Send welcome email (if not covered by another team)
Create/update customer page on the Wiki
KT with the AI Team

Get access to customer systems
Create client folder in SharePoint/Teams
- Add SOW, design docs, and any other relevant files to customer folder
Configure patching
Configure monitoring tool
Ensure backups are present and up to date
- Help configure backups if they are absent or insufficient
Send welcome email (if not covered by another team)
Create/update customer page on the Wiki
KT with the AI Team

Delete this section once this document is complete

Azure Change Monitoring Tool in case we want to monitor Azure AI infrastructure changes: Change Monitoring Customer Onboarding
Example of SNOW onboarding document: Creating CR in SNOW
Example slide decks for onboarding: Azure Onboarding Slide Decks
Full Azure Team Premium Customer onboarding: Premium Onboarding Checklist
Full AWS Team Client Onboarding Documentation: Client Onboarding Documentation
AMS Accelerate Onboarding Documentation: AMS Onboarding
IMS Documentation: IMS 2.0
- IMS Overview