Use-case and content scope
Define users, questions, approved sources, ownership, outcomes, and prohibited uses.
Exact scope, evidence, access, stakeholders, and acceptance criteria are agreed before delivery.
Define users, questions, approved sources, ownership, outcomes, and prohibited uses.
Design identity, permissions, retrieval, data handling, model integration, logging, guardrails, and human review.
Configure the assistant, integrate approved knowledge, test retrieval and responses, and validate access boundaries.
Establish content updates, monitoring, feedback, incidents, support, change control, and performance reporting.
Confirm the business driver, environment, stakeholders, boundaries, assumptions, and evidence needs.
Review the current state, evidence, architecture, risks, dependencies, and material gaps.
Develop the agreed controls, artifacts, recommendations, implementation, or operating routines.
Confirm completion, residual risk, ownership, reporting, and the next improvement priorities.