Client onboarding after go-live: the first 90 days
Turn post-go-live findings into owned fixes, standards exceptions and an agreed client roadmap.
Topic / Documentation
Documentation
Guides and working resources tagged documentation.
Field guides
Guide · 8 minService manager, Tech lead, Account management, Service desk & technicians→
Write technical standards a team can use
Write testable standards with evidence, exceptions and support instructions, rather than a list of preferred products.
AI at the service desk, with a person checking the work
Use AI for summaries and drafts with explicit review points, protected inputs and a correction-rate record that includes rejected output.
Pilot Microsoft 365 Copilot on a client-review preparation task
Turn a small authorized evidence pack into a checked client-review brief, with permission tests and an honest effort comparison.
Build a read-only Copilot Studio procedure finder
Design an authenticated knowledge agent that answers from a small approved procedure library and refuses unsupported or unauthorized requests.
Use Claude to draft a procedure change review
Compare two fictional procedure revisions in a private, bounded draft workflow and produce a source-checked change note without rewriting policy automatically.
Draft a checked service-desk handoff with ChatGPT
Produce an evidence-linked handoff from fictional ticket notes while preserving failed fixes, unresolved status and human authority over replies and changes.
Evaluate a community script or GPO change before the lab
Turn a discovered script or policy suggestion into a reviewed provenance record, a bounded lab plan and an evidence-based accept or reject decision.
Working sheets
Copilot preparation pilot worksheet
For Account management, Service desk & technicians, Service manager, Cybersecurity
Copilot Studio procedure finder design and test sheet
For Service desk & technicians, Automation & AI, Tech lead, Cybersecurity
Claude procedure change-review worksheet
For Tech lead, Service desk & technicians, Service manager, Automation & AI
ChatGPT handoff review worksheet
For Service desk & technicians, Service manager, Automation & AI
Script and GPO candidate review worksheet
For Service desk & technicians, Tech lead, Cybersecurity, Automation & AI