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Delivery Methodology & SOPs

🎯 This is the operational version of the Engagement Path defined in Company Strategy → Business Model — the step-by-step "how," not just the "what."

Stage-by-Stage SOP

Stage Entry criteria Standard steps Exit criteria (deliverable)
Discovery Signed NDA / initial call held Problem framing call, stakeholder list, current-process notes, feasibility check Discovery notes doc + go/no-go decision
Assessment Discovery complete Data readiness check, opportunity list, ROI assumptions, risk flags Opportunity assessment doc, prioritized
Pilot Assessment accepted by client Fixed scope doc, success metrics agreed, 2–6 week build, weekly check-in Working pilot + evaluation against agreed metrics
Build & Integrate Pilot validated Architecture doc, milestone plan, testing plan, staging environment Production-ready system, deployed
Deploy Build accepted Rollout plan, monitoring set up, rollback plan, access handover Live in production, monitored
Support Deployed Retainer scope, SLA, monthly report cadence Ongoing — reviewed quarterly

Cross-Stage Rules

  • Every stage ends with a written deliverable, even if short — no verbal-only handoffs.
  • Every engagement has a single internal owner accountable for delivery, regardless of team size.
  • Scope changes are logged in writing before work starts, not after.
  • No stage starts without the previous stage's exit criteria signed off (by client, or internally if no client sign-off applies).

Internal Project Checklist (per engagement)

  • Kickoff notes documented and shared internally
  • Success metrics agreed and written down
  • Repo / workspace set up following naming and access conventions
  • Status update sent on agreed cadence
  • Handover / support doc written at project close