Playbook summary
A fixed-scope, fixed-fee path from blank slate to a production retrieval-and-question-answering system over your authoritative documents. The deliverable is a running system inside your tenant, with citations, audit log, and the outcome contract met or the engagement does not close.
What you get
Fixed deliverables.
Listed in the SOW. Every line is shipped before the engagement closes — no add-on quote, no surprise scope.
- Production RAG system deployed inside your tenant, in your region
- Document ingestion pipeline for the named corpus, with refresh cadence
- Retrieval evaluation harness with a held-out question set scored end to end
- Citation-on-every-answer policy, with audit log of question, retrieved chunks, and response
- Single-sign-on integration with your existing identity provider
- Runbook and operational handover to your on-call team
- Written outcome contract met, or the engagement does not close
Timeline
Week-by-week.
Weeks 1–2
Corpus scoping, evaluation harness design, outcome contract signed.
Weeks 3–5
Ingestion pipeline, embedding strategy, first retrieval pass against the evaluation harness.
Weeks 6–8
Citation and audit log build, SSO integration, internal pilot with a named user group.
Weeks 9–11
Tuning against the evaluation harness, runbook drafting, security review.
Week 12
Production cutover, operational handover, written outcome read against the contract.
Who this is for
Who this is for
A good fit when…
- You have an authoritative corpus (SOPs, policies, support docs, contracts) and the people who use it.
- You have a named user group ready to pilot on day one.
- You have an executive sponsor and a measurable outcome the pilot would move.
- You want a defensible system with citations and audit log, not a chat skin on a vendor API.
Who this is not for
Pass on this when…
- You do not have an authoritative corpus yet. (Start with the readiness assessment.)
- You want a chatbot over the entire public internet. We do not build those.
- You want a multi-LLM evaluation horse race. That is a different engagement.
What happens next
The first thirty days, written down.
- 01Briefing call within five business days of engagement signature.
- 02Week-one kickoff with corpus walkthrough and outcome contract draft.
- 03Weekly written status against milestone calendar.
- 04Day-90 outcome read against the signed contract.