Phase 1: Implementation

The implementation phase consists of five key steps to get your organization up and running with Intric. Select a step below to learn more. For detailed guides (information hub, roles and responsibilities, the AI Ambassador), see Resources.

1 Kick-off 2 Security Classification 3 Admin Training 4 Platform Training 5 Ready for discovery

1. Kick-off

Agenda:

• Presentation & Welcome - Introduction of the team and available resources
• Review of Goals & Expectations - Defining what success looks like and setting metrics required for conversion
• Intric Platform & Pilot Plan - Aligning expectations via the AI Adoption Staircase
• Roles, Responsibilities & Stakeholders - Defining the team structure, specifically identifying AI Ambassadors
• Best Practice for Pilot Organization - Choosing between use-case-driven or people-driven paths
• Intric Arena & Community - Joining the ecosystem for shared inspiration
• Ongoing Check-ins - Establishing the meeting rhythm for Phase 1 and Phase 2

2. Security Classification

Agenda:

• Platform Walkthrough - AI model view and security classifications
• Security Configuration - Define hierarchical security classes and assign AI models to each class
• Working with Sensitive Information - Plan for handling different data types and internal communication about security
• Internal AI Policies - Review existing guidelines or help establish new ones
• Risk and Impact Assessments - Discussion of organizational requirements
• Data Processing Agreements - Review and finalize DPAs as needed

3. Admin Training

Agenda:

• Roles in Intric - Admin, Creator (within a Space), and User roles explained
• AI Models and Security Classification - How to toggle models and understand model properties
• User Management - Setting up SSO, AD groups, or manual invitations
• Space Structure and Access - Organizing work in Spaces corresponding to departments or projects
• Personal Assistant Configuration - Configuring the default assistant for all users
• Hands-on Practice - Building a sample assistant and managing platform settings

4. Platform Training

Agenda:

• Why Intric - Understanding the value proposition and platform approach
• What is AI - Managing expectations on AI capabilities and limitations
• Security Classes - Reviewing how security affects available options and functionalities
• The Platform - Introduction to personal assistant and spaces
• Building Assistants - Step-by-step demonstration of creating an assistant and its components
• Use Cases - Examples of assistants and practical applications
• Intric Arena Community - Introduction to the community platform and how to join

5. Ready for discovery

You have completed onboarding. Your organization is now ready to move into Phase 2: Discovery, where you will explore and configure the platform for your specific needs.

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