• 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

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• 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

AI Team Operational Processes