Kick-off Meeting

OVERVIEW

Agenda

  • 01

    Review of Goals & Expectations

    Defining what success looks like and setting metrics required for conversion

  • 02

    Implementation Process

    Phase 1 (Onboarding) and Phase 2 (Discovery) overview

  • 03

    Roles & Responsibilities

    Platform roles, project members, and stakeholders

  • 04

    Project Resources & Support

    What you need to prepare and what Intric provides

  • 05

    Next Steps

    Action items and preparation for upcoming meetings

ALIGNMENT

Review of Goals & Expectations

Describe your organization's overall goals with the pilot

How do you define a successful pilot?

How do you plan to measure the results?

What challenges do you foresee during the pilot?

How much time and resources are dedicated from your side to the pilot?

What are your expectations of Intric?

IMPLEMENTATION

Process Overview

Phase 1 - Implementation
1 Kick-off
→
2 Security Training
→
3 Admin Training
→
4 Platform Training
→
5 Ready for discovery
Phase 2 - Discovery
AI-lab
🛠️
Workshop
Idea-generation
→
🛠️
Workshop
Assistant building
→
👥
Testing and
evaluating
→
🚀
Roll-out
assistant
↻ Iterative process
TEAM STRUCTURE

Roles & Responsibilities

⚙
Platform Roles
Technical permissions within Intric:
  • Admin
  • Creator
  • User roles with specific capabilities
👥
Project Members
Individuals actively involved in building and implementing Intric:
  • Project Leader
  • Admins
  • AI Ambassadors
  • IT
  • Information Security/Legal
📢
Stakeholders
Individuals who need to be informed and engaged:
  • Project Sponsor
  • Management/Leadership
  • Employees
  • Customers
PLATFORM ROLES

Platform Roles & Permissions

⚙

Admin

  • User management
  • Security settings
  • Configure classifications
  • Manage AI model access
🛠️

Creator (Ambassadors)

  • Build AI assistants
  • Manage knowledge bases
  • Share with departments
👤

User

  • Use AI assistants
  • Provide feedback
Admin
👤
👤
↓
↓
↓
Department A
Creator
👤
👤
↓
↓
User
👤
👤
👤
👤
👤
👤
Department B
Creator
👤
👤
↓
↓
User
👤
👤
👤
👤
👤
👤
Department C
Creator
👤
👤
↓
↓
User
👤
👤
👤
👤
👤
👤
PROJECT TEAM

Project Members

📋
Project Leader
Leads the implementation project and coordinates activities
⚙
Admins in Intric
Manage the platform, configure settings, and support users
🚀
AI Ambassadors
Build assistants and drive adoption within their areas
💻
IT
Provide technical support and integration assistance
🔒
Information Security / Legal
Ensure compliance and approve security classifications
AI AMBASSADORS

AI Ambassadors

Department A
Ambassador (Creator)
👤
↓
User
👤
👤
👤
👤
👤
👤
Department B
Ambassador (Creator)
👤
↓
User
👤
👤
👤
👤
👤
👤

Representatives from different departments/divisions

  • Has good knowledge of their own operations
  • No technical background required
  • Curious interest in AI and willingness to learn and teach others

The AI Ambassadors' primary task is to develop and build assistants in Intric that create value for themselves and their colleagues' operations, and to introduce Intric to colleagues.

Permission level: Creator
STAKEHOLDERS

Stakeholders

⭐
Project Sponsor
  • Provides strategic direction
  • Secures organizational mandate
👔
Management / Leadership
  • Needs to be kept informed
  • Ensures resources are available
👥
Employees
  • End users who benefit from assistants
  • Will actively use the assistants
🤝
Residents / Customers
  • External stakeholders
  • May be impacted by improved services
RESOURCES

Recommended Project Resources

Your organization

📋
Create information hub
🛠️
Define and identify ambassadors
📎
Upload shared documents and strategies
💬
Establish support and communication channels
📢
Engage and interact with project members and stakeholders

provides

🧗
Strategy and process for AI-adoption
📚
Supporting documents and best practices
🎓
User training and workshops (in-person and digital)
🛟
Help-center and support
🌐
Intric Arena - a community for knowledge sharing
ACTION ITEMS

Next Steps After Today

Your responsibility

📋
Create internal information hub
Set up a central location (SharePoint, Teams, or intranet) for AI adoption resources, policies, and support materials
💬
Discuss internally
1. Adoption Path: Use-case-driven or person-driven?
2. Admin Group: Who will be in your team (~3 people)?
3. AI Ambassadors: Who has the knowledge and curiosity?

's responsibility

📧
Send supporting documents in email
Link to help-center, presentation, and additional resources

Meetings to schedule

📅
Weekly check-ins
30 mins weekly to check-in on progress
🔒
Security meeting
Book a dedicated session with Information Security and Legal teams to review security classifications