Client Success · Client-facing
Client Onboarding Copilot
Assembles onboarding checklists, access requests and kickoff decks from the signed SOW, then tracks completion across delivery and IT.
Business owner
Tomas Herrera
Executive sponsor
Dana Kirsch, VP Client Success
Start date
Jul 28, 2026
Target rollout
Mar 31, 2027
Completion
ROI
Finance-reviewed, annualized where noted
Hours saved / mo
90
Hours saved / yr
1,080
Cost avoided
$14K
Margin impact
$52K
Health & Risk
At risk — intake approved but engineering capacity not yet allocated.
Blockers
- No assigned platform engineer until Q4
Risk flags
- Business case relies on unvalidated cycle-time baseline
Mitigation notes
Baseline study with Client Success ops running through Sept; re-score business case at Q4 planning.
Activity feed
Synced from connected delivery systems
- C
Intake brief published — 'Onboarding Copilot v0'
4 days ago
- S
#client-success: baseline study kickoff scheduled
5 days ago
PISMO Output QA
Last validation run Aug 14, 2026 · 16:10 UTC · 45 samples
Reviewer notes · Tomas Herrera
Early prototype scoring on 45 historic onboardings. Access-request generation is the weakest step.
Governance posture
NIST AI RMF-aligned control checks
- Risk AssessmentNeeds Review
Initial assessment drafted, not approved.
- Bias MitigationNeeds Review
Scope of assessment undefined.
- Data PrivacyNeeds Review
Contract data classification pending.
- TransparencyNeeds Review
Disclosure language not drafted.
- SecurityPassed
Runs inside existing collaboration tenant.
- Human OversightPassed
Every checklist confirmed by an onboarding lead.