Customer Success · Enterprise Rollout
From pilot to production, in seven phases.
A clear, predictable path so your team knows exactly what happens, when, and who owns it.
01
Discovery
Week 1Map your operational landscape, KPIs, and stakeholders.
- Stakeholder interviews
- Current-state assessment
- Success metrics defined
- Pilot scope agreed
02
Data Mapping
Weeks 1–2Connect sources and map fields to the OpsIQ ontology.
- Source inventory
- Field-level mapping
- Sample data validated
- Refresh cadence set
03
Validation
Week 2Reconcile OpsIQ outputs against your source of truth.
- KPI reconciliation
- Sentinel checks
- Sign-off from data owners
- Issue log resolved
04
Configuration
Weeks 2–3Tune workspaces, thresholds, roles, and Atlas behaviour to your org.
- Workspace tailoring
- Threshold tuning
- RBAC + SSO
- Atlas voice + templates
05
Training
Week 3Enable executives, ops leads, and analysts with role-based curricula.
- Executive briefing
- Ops leader playbook
- Analyst deep dive
- Admin certification
06
Go Live
Week 4Cutover to production with executive comms and a stabilisation watch.
- Cutover plan
- Exec announcement
- Hypercare watch
- Daily standups (week 1)
07
Optimisation
OngoingQuarterly value reviews, expansion to new LOBs, and continuous tuning.
- Quarterly value review
- Model + threshold refresh
- Expansion roadmap
- Atlas memory curation
Roles & responsibilities
OpsIQ
Implementation lead, solutions architect, data engineer, success partner.
Your team
Executive sponsor, ops lead, data owner, IT/security contact.
Together
Weekly steering, joint scope changes, formal sign-off at each phase gate.
Typical timeline
4–6 weeks
From kickoff to production go-live for a single business unit. Multi-BU rollouts run in parallel waves.
Security & compliance
SOC 2 Type II, AES-256 encryption at rest, TLS 1.3 in transit, regional data residency, RBAC, full audit lineage.
Review security controls →Ready to scope your rollout?
Bring your team. We'll bring the plan.