Engagement framework

Four phases to production software

The client team receives a defined deliverable at the end of each of four phases.

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Context AtlasAI reads

MatterQ1 Vendor MSA Review
Firm positionLiability cap at 12 months of fees
PrecedentMeridian Cloud Services MSA
AttorneyDana Chen, Partner, Private Equity

The attorney asks

Answer, with the source passage cited

Opportunity map and evaluation criteria, with the playbook positions used as test cases

1Vendor_MSA_Playbook.docx · Clause 122Q1_Vendor_MSA_Review_summary.xlsx · Column Cap
Ready for attorney review
Phase 1: Understand

A prioritized opportunity map

In two to three weeks, the team maps where AI creates value and where AI does not.

Process mapping

The team maps processes with the people who do the work.

System inventory

The team inventories data and systems, with access controls.

Known constraints

The team captures compliance, security and procurement constraints.

Phase 2: Strategize

Target architecture and roadmap

In two to four weeks, the team delivers milestones, a target architecture, evaluation criteria and an integration plan.

Model strategy

The team sets the solution architecture and model strategy.

Build or buy

The team states each build-or-buy decision with cost and lock-in trade-offs.

Risk register

The team logs data, compliance, model and adoption risks in a register.

Phase 3: Execute

Production system per build

In six to twelve weeks per build, the team moves from prototype to production with weekly demonstrations.

Weekly demonstrations

The team demonstrates progress weekly against the evaluation framework.

Security review

The team completes security review, threat modeling and audit logging.

Client-held code

The client receives the code, infrastructure as code, evaluation suite and runbook.

Phase 4: Optimize

Measured improvement after launch

After launch, the team monitors performance, runs regression tests on production traffic and builds governance.

Regression tests

The team runs regression tests on production traffic.

Model updates

The team updates models and prompts as providers change.

Operation or handoff

The client selects managed operation by AtlasAI or a full handoff.

Questions attorneys ask

Who owns the code and the evaluation suite?

The client owns the source code, the infrastructure as code, the evaluation suite and the runbook. The system runs without AtlasAI and without a lock to one model or one cloud.

Does AtlasAI train models on client data?

No, unless the client explicitly chooses training. The team deploys in the environment of the client and keeps the data of each client separate.

How does the team measure success?

The team defines the evaluation criteria in Phase 2 and delivers the evaluation suite with the system.

Does the team decline projects?

Yes. The team states when a problem is a poor fit, when a simpler solution is better or when a phase requires more time.

Start with a working session

Bring a problem and the person who does the work to the first session.

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