01Start the SOW with one workflow, included systems, excluded workflows, source records, data access, owner responsibilities, and change-control rules.
02List the workflow map, AI agent roles, integration work, approval queues, dashboards, logs, reviewer training, launch support, and documentation.
03Tie milestones to discovery, design, integration, guardrail testing, pilot launch, monitoring, fixes, and post-launch ROI reporting.
04Define what must be true before signoff: tested examples, reviewer confidence, source evidence, audit logs, fallback handling, and baseline comparison.
05Separate software, implementation, integrations, managed support, change requests, reporting cadence, and expansion pricing before work starts.
06Attach approved data, access, model training, subprocessors, audit logs, incident support, and security terms before signing.
07Define support hours, severity levels, target response times, escalation paths, reporting cadence, and what counts as a billable change request.
08Define response times, monitoring cadence, issue ownership, change requests, reporting, maintenance scope, and support costs after launch.