memories/aipm-playbook-ai-ops-custom-build-engagement-model-c02e9f63.md

memory

Purpose

Standardized 6-stage field manual for AI Ops custom solution builds, approved 2026-09-09. Defines the engagement model and explicit responsibility boundaries: the business unit owns the problem/value case/KPIs, while AI Ops owns solution delivery.

The 6-Stage Model

  1. Intake / Triage: 15-question process. Hard rejects for missing BPO (Business Process Owner), KPI owner, or baseline metric.
  2. Scoping: Definition of build commitment, with firm dates for demos, UAT, and launch.
  3. Build: Execution phase featuring weekly BPO demo checkpoints and peer developer reviews.
  4. UAT: Explicit distinction between defects (fixed in-sprint) and change requests (deferred to future iterations).
  5. Deploy / Handoff: Required delivery of a formal runbook.
  6. Operate: L+30 and L+90 performance reviews, plus a quarterly portfolio review (renew / refactor / retire).

Standing Rules

  • Mandatory Expiration: Every application must have a set expiration date.
  • Telemetry: Required implementation of monitoring/telemetry on every custom build.
  • UI/UX: Design constraints must be captured at intake for customer-facing builds (contribution: Preet Patel).

Governance

  • Trial Period: September–December 2026.
  • Responsibility: Business units own the problem and outcome; AI Ops provides delivery.