All gates grouped by section. Tasks come from the checklist_data JSON only. Gates without loaded items show the template from JSON (not yet on the project record).
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G0-01 | Delivery Manager Assigned if applicable | Complete | from_reply | Morgan Lee assigned as DM for Contoso. | OK | ||
| G0-02 | Deal Review (DAP Tab 1&2) | Not started | DAP Tab 1 complete; Tab 2 review scheduled 5/28 with sales. | OK | |||
| G0-03 | Complexity Evaluation | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G0-RPT-01 | Validate customer reporting goals, collect example requirements, and success criteria | Not started | Workshop notes in Confluence; customer samples pending. | OK | |||
| G0-RPT-02 | Assess data sources: 1) Standard Reports 2) A3S, Liquid App, or App Foundry Partner 3) A3S… | Needs Review | Leaning Standard Reports + Lakehouse; items 2 and 3 in checklist are duplicate wording (Needs Review). | NEEDS REVIEW | |||
| G0-RPT-03 | Customer Data Integration: GC Lakehouse, APIs, or EventBridge | Not started | OK | ||||
| G0-RPT-04 | Based on chosen data sources, ensure customer requirements can be achieved, if not, data s… | Not started | OK | ||||
| G0-RPT-05 | Identify gaps and opportunities between out-of-the-box reporting and collected business ne… | Not started | OK | ||||
| G0-RPT-06 | Define high-level solution approach and architecture | Not started | OK | ||||
| G0-RPT-07 | Estimate effort, timeline, and dependencies for SOW | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G0-SSAI-01 | IVR estimates provided by SS&AI Presales Architects | Complete | from_reply | Estimates attached in deal folder. | OK | ||
| G0-SSAI-02 | Enhanced TTS bundle sold in SO for Polly voice | Not started | Confirming with sales on SO line item. | OK | |||
| G0-SSAI-03 | Virtual Agent sold for alphanumeric, address, name, email address, drug names, FAQs etc. | Not started | OK | ||||
| G0-SSAI-04 | SS&AI Reusable Assets Leveraged? | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G1-01 | Pre-Sales to Delivery transition; review Pre-DAP | Complete | from_reply | Kickoff transition call held 5/22; Pre-DAP shared with delivery. | OK | ||
| G1-02 | SoW Review | Not started | OK | ||||
| G1-03 | Set up Design Review Sessions with SS&AI, WFM, Reporting teams | Not started | OK | ||||
| G1-04 | SO Review | Not started | OK | ||||
| G1-05 | Define/Plan Train-the-Trainer, Knowledge Transfer | Not started | OK | ||||
| G1-06 | Verify Org is spun-up | Not started | OK | ||||
| G1-07 | Pre-Mortem Exercise [WIP] | Needs Review | NEEDS REVIEW | ||||
| G1-08 | Discovery Agenda and Questions | Not started | OK | ||||
| G1-09 | Internal agreement on Technical Documentation; Prepped and groomed FRS | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G1-RPT-01 | Conduct internal handoff from sales to delivery team (scope, assumptions). | Not started | OK | ||||
| G1-RPT-02 | Confirm stakeholders, roles, and communication cadence | Not started | OK | ||||
| G1-RPT-03 | Review scope, timeline, and deliverables with the customer | Not started | OK | ||||
| G1-RPT-04 | Validate access, permissions, and environments (Customer access needs, FedRamp, Partner Ac… | Not started | OK | ||||
| G1-RPT-05 | Finalize project plan and milestones | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G1-SSAI-01 | Review SS&AI Estimates | Not started | OK | ||||
| G1-SSAI-02 | Align on SS&AI scope, NA/COE resource split, ramp date and timeline commitments, if any | Not started | OK | ||||
| G1-SSAI-03 | Create staffing plan or collaborate with SS&AI Delivery Manager, if assigned to create a s… | Not started | OK | ||||
| G1-SSAI-04 | Allocate SS&AI Designer and SS&AI Dev Lead | Not started | OK | ||||
| G1-SSAI-05 | Check if customer has enhanced TTS bundle for Polly voice. Otherwise, set customer expecta… | Not started | OK | ||||
| G1-SSAI-06 | Set customer responsibilities on multi lingual translations | Not started | OK | ||||
| G1-SSAI-07 | Share call flows, intent guide and API documentation from presales with the allocated SMEs | Not started | OK | ||||
| G1-SSAI-08 | Identify customer POCs for design reviews and approvals, API specs & development | Not started | OK | ||||
| G1-SSAI-09 | If third party bot platforms such as Dialog Flow is in scope, ask customer to provide acce… | Not started | OK | ||||
| G1-SSAI-10 | If virtual agents, discuss use cases that Sales proposed to customer and PCI compliance | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G2-00 | What is existing and project success criteria for Recognition and Containment for NLU | Not started | OK | ||||
| G2-01 | Continue Design Review Sessions with SS&AI, WFM, Reporting teams | Not started | OK | ||||
| G2-02 | Gain Access to Customer ORG via AuthOrgs | Not started | OK | ||||
| G2-03 | Review Routing design with WFM Resrouce to ensure WFM would not be impacted by design. | Not started | OK | ||||
| G2-04 | Customer API Review | Not started | OK | ||||
| G2-05 | Review the customer's API and see if they meet best practices. API that do not meet our re… | Not started | OK | ||||
| G2-05a | Consult with the customer to update their API to follow best practices to be more efficien… | Not started | OK | ||||
| G2-05b | Review the API and see if a PCR is required to make the existing API work with Genesys Clo… | Not started | OK | ||||
| G2-06 | The API best practices can be found under the following LINK | Not started | OK | ||||
| G2-07 | Complete API Questionnaire | Not started | OK | ||||
| G2-08 | Decision regarding ORF, CE43, or custom routing build | Not started | OK | ||||
| G2-09 | Network Advisory | Not started | OK | ||||
| G2-10 | Conduct the Network Advisory session | Not started | OK | ||||
| G2-11 | If purchased, conduct the Audio Quality Assessment (AQA) | Not started | OK | ||||
| G2-12 | Is the customer using WebRTC phones? If yes, have they run a WebRTC diagnostic from each l… | Not started | OK | ||||
| G2-13 | Populated FRS | Not started | 2026-07-10 | Pilot-only due date on project record for escalation demo; not asserted as xlsx column value (D-P1-11). | OK | ||
| G2-14 | Ensure naming conventions are standardised. Note: See the Naming Standardization tab in th… | Not started | OK | ||||
| G2-15 | Call Flow Documented in Whiteboard/Lucid/Visio? | Not started | OK | ||||
| G2-16 | Architect: Error Handling. What action to take when a flow error occurs. Disconnect, Trans… | Not started | OK | ||||
| G2-17 | BYOC SIP Trunk Questionnaire | Not started | OK | ||||
| G2-18 | HIPPA/PCI Customer Acknowledgement | Not started | OK | ||||
| G2-19 | Complete Discovery Workshop Questionnaires | Not started | OK | ||||
| G2-20 | Review SS&AI Section if SS&A Team is engaged on the project | Not started | OK | ||||
| G2-21 | Complete Call Flow design and associated Data Table designs. See the FRS for design docume… | Not started | OK | ||||
| G2-22 | 911 / E-911 (GCloud Voice, BYOC, AppFoundry (Intradeo, etc)) | Not started | OK | ||||
| G2-23 | Check if any locations are in India or other regions with Legal requirements | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G2-RPT-01 | Gather detailed reporting requirements, use cases, and customer provided examples | Not started | OK | ||||
| G2-RPT-02 | Customer data source build, provide hands on access guidance, BYO kick-off assets, and kno… | Not started | OK | ||||
| G2-RPT-03 | Ensure the proper Participant Attributes (CCA's), External Tags, Milestones, and Outcomes … | Not started | OK | ||||
| G2-RPT-04 | Define KPIs, metrics definitions, and data sources | Not started | OK | ||||
| G2-RPT-05 | Review data availability, retention, and freshness expectations | Not started | OK | ||||
| G2-RPT-06 | Discuss reporting architecture, data model, joins required | Not started | OK | ||||
| G2-RPT-07 | Produce design artifacts (data dictionary, report mockups, data model) | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G2-SSAI-01 | Polly voice selection - share demo link | Not started | OK | ||||
| G2-SSAI-02 | What is existing and project success criteria for Recognition and Containment for NLU | Not started | OK | ||||
| G2-SSAI-03 | Review presales artifacts - call flows, intent guide, API specs, etc. and confirm with the… | Not started | OK | ||||
| G2-SSAI-04 | Check for use cases such as alphanumeric, address, name capture etc. that require Virtual … | Not started | OK | ||||
| G2-SSAI-05 | Leverage SS&AI resuable assets wherever possible | Not started | OK | ||||
| G2-SSAI-06 | Schedule design workshops and set regular cadence to accomplish target design completion m… | Not started | OK | ||||
| G2-SSAI-07 | Fill out API tracking sheet and use it to drive API status, target dates etc. | Not started | OK | ||||
| G2-SSAI-08 | SS&AI Dev Lead to draft TDS for each Whiteboard | Not started | OK | ||||
| G2-SSAI-09 | Architect: Error Handling. What action to take when a flow error occurs. Disconnect, Trans… | Not started | OK | ||||
| G2-SSAI-10 | Design Checkpoint between Core and SS&AI. (SS&AI Designer, SS&AI Dev Lead, Core Tech Lead)… | Not started | OK | ||||
| G2-SSAI-11 | Update Whiteboard and/or TDS with Milestones, Outcomes, & Participant Data. SS&AI Dev lea… | Not started | OK | ||||
| G2-SSAI-12 | Adhere to SS&AI reporting standards and review them with customer. | Not started | OK | ||||
| G2-SSAI-13 | If customer is migrating from Nuance - solution gaps such as custom grammar, if necessary … | Not started | OK | ||||
| G2-SSAI-14 | If Visual IVR is in scope, collaborate with Digital SME on the list of attributes returned… | Not started | OK | ||||
| G2-SSAI-15 | If third party bot platforms such as Dialog Flow is in scope, work with customer to config… | Not started | OK | ||||
| G2-SSAI-16 | Discuss and document PII, PHI or PCI handling in secure flows | Not started | OK | ||||
| G2-SSAI-17 | Collaborate with Architect on API and TTS rate limit sizing | Not started | OK | ||||
| G2-SSAI-18 | Add transitional prompts between back-to-back API calls. | Not started | OK | ||||
| G2-SSAI-19 | Seek design sign-off on Whiteboards & TDS and archive email approvals | Not started | OK | ||||
| G2-SSAI-20 | Schedule design walkthrough with developers upon design sign-off | Not started | OK | ||||
| G2-SSAI-21 | Considerations for bots and virtual agents usage & cost for a single call | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G3-01 | Continue Design Review Sessions with SS&AI, WFM, Reporting teams | Not started | OK | ||||
| G3-02 | Completed FRS approved by customer | Not started | OK | ||||
| G3-03 | Completed flow designs approved by customer | Not started | OK | ||||
| G3-04 | Conduct Status updates with PM | Not started | OK | ||||
| G3-05 | Test Data is provided by the customer for QA | Not started | OK | ||||
| G3-06 | Engage QA to start their tasks | Not started | OK | ||||
| G3-07 | Review Edge Sizing best practices based on CPU | Not started | OK | ||||
| G3-08 | Link to Edge Sizing Calculator | Not started | OK | ||||
| G3-09 | Conduct Limits review and submit requests for increases. Note: You can use Pythons script… | Not started | OK | ||||
| G3-10 | Schedule the Smoke Test | Not started | OK | ||||
| G3-11 | Verify the Media Sites on BYOC trunks. The media regions set on this site are used for inb… | Not started | OK | ||||
| G3-12 | Enable Sensitive Data Masking if needed. | Not started | OK | ||||
| G3-13 | Ensure naming conventions are standardised in the build | Not started | OK | ||||
| G3-14 | Architect: Error Handling | Not started | OK | ||||
| G3-15 | Architect: 10K executed steps per flow limit (Check inqueue for how long a call can queue … | Not started | OK | ||||
| G3-16 | Architect: Use NOT_SET | Not started | OK | ||||
| G3-17 | Architect: Remove audio warning messages by using the expression 'ToAudioTTS(NOT_SET)' and… | Not started | OK | ||||
| G3-18 | Architect: Use ToAudio(FindUserPrompt("")) for audio playback steps so flows do not have t… | Not started | OK | ||||
| G3-19 | Architect: Disable Listen for Extension Dialing unless required. | Not started | OK | ||||
| G3-20 | Architect: Disable Speech Recognition unless it is required for Architect Menus. All Speec… | Not started | OK | ||||
| G3-21 | Architect: Audio barge-in. Note: Make sure legal/compliance disclaimers cannot be interupt… | Not started | OK | ||||
| G3-22 | Architect: Remove unused variables | Not started | OK | ||||
| G3-23 | Architect: Remove Debug Code | Not started | OK | ||||
| G3-24 | Architect: Initialized Variables Variable initial values should be set under the Data Reso… | Not started | OK | ||||
| G3-25 | Architect: Proper Use of Flow.Variables and Task.Variables Task.Variables will release mem… | Not started | OK | ||||
| G3-26 | Architect: HIPPA/PCI PII check Make sure any HIPPA/PCI PII is collected in secure flows. | Not started | OK | ||||
| G3-27 | Architect: Review flow size. If flow exceeds 60% of max size then serious consideration s… | Not started | OK | ||||
| G3-28 | Other Best Practices | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G3-RPT-01 | Create data views, journey flows, transformations, and curated datasets | Not started | OK | ||||
| G3-RPT-02 | Ensure the proper Participant Attributes (CCA's), External Tags, Milestones, and Outcomes … | Not started | OK | ||||
| G3-RPT-03 | Develop reports and dashboards (standard or custom BI tools) | Not started | OK | ||||
| G3-RPT-04 | Implement filters, calculations, and performance optimizations | Not started | OK | ||||
| G3-RPT-05 | Validate data accuracy against Genesys Cloud source metrics | Not started | OK | ||||
| G3-RPT-06 | Iterate based on customer feedback | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G3-SSAI-01 | Train the bot and conduct speech science review, if Speech Scientist was not engaged in de… | Not started | OK | ||||
| G3-SSAI-02 | Think through bot usage prior to build - use bot flows for speech recognition only, minimi… | Not started | OK | ||||
| G3-SSAI-03 | To minimize API latency, fill perceived caller silence with percolation sound and execute … | Not started | OK | ||||
| G3-SSAI-04 | Data passthrough alignment between Flows | Not started | OK | ||||
| G3-SSAI-05 | HIPPA/PCI Treatment for Secure Flows | Not started | OK | ||||
| G3-SSAI-06 | Maintain dev tracker to report % complete for NLU & self-service modules | Not started | OK | ||||
| G3-SSAI-07 | Submit test data request for unit testing | Not started | OK | ||||
| G3-SSAI-08 | Discuss test data validity and refresh process with customer | Not started | OK | ||||
| G3-SSAI-09 | Conduct handoff to QA | Not started | OK | ||||
| G3-SSAI-10 | Collaborate with QA lead for demos | Not started | OK | ||||
| G3-SSAI-11 | Test API endpoints to see if they match the approved specs. Report API defects, if any | Not started | OK | ||||
| G3-SSAI-12 | Update SS&AI Bot Register | Not started | OK | ||||
| G3-SSAI-13 | Configure flow outcomes and milestones to identify false accepts and misrecognitions. Trac… | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G4-01 | Continue Design Review Sessions with SS&AI, WFM, Reporting teams | Not started | OK | ||||
| G4-02 | Was SIT Testing completed | Not started | OK | ||||
| G4-03 | Plan and conduct training sessions | Not started | OK | ||||
| G4-04 | New Features and Deprecations | Not started | OK | ||||
| G4-05 | Was QA Engaged? | Not started | OK | ||||
| G4-06 | Create Technical Design Specifications and Architectural Diagrams for Customizations Requi… | Not started | OK | ||||
| G4-07 | Pre-mortem project management strategy | Not started | OK | ||||
| G4-08 | Modify Training Materials to Match Customer Functionality for Trainer the Trainer | Not started | OK | ||||
| G4-09 | Verify Documentation | Not started | OK | ||||
| G4-10 | Verify Edge Count and Sizing is complete | Not started | OK | ||||
| G4-11 | Verify Limit Increases are complete | Not started | OK | ||||
| G4-12 | Conduct the Smoke Test | Not started | OK | ||||
| G4-13 | Review the training plan | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G4-RPT-01 | Perform QA and reconciliation of metrics | Not started | OK | ||||
| G4-RPT-02 | Optimize queries, refresh schedules, and performance | Not started | OK | ||||
| G4-RPT-03 | Prepare documentation (data definitions, report usage guides) | Not started | OK | ||||
| G4-RPT-04 | Conduct knowledge transfer and enablement sessions | Not started | OK | ||||
| G4-RPT-05 | Finalize support and handoff plan | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G4-SSAI-01 | Monitor API performance, TTS license usage during load tests | Not started | OK | ||||
| G4-SSAI-02 | Establish SLAs for UAT defects based on priority & severity and minimum information needed… | Not started | OK | ||||
| G4-SSAI-03 | Code migration planning & remediation of errors from Terraform extract | Not started | OK | ||||
| G4-SSAI-04 | Archive exports of data tables, data actions, prompt list and flows on SharePoint | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G5-01 | Continue Design Review Sessions with SS&AI, WFM, Reporting teams | Not started | OK | ||||
| G5-02 | Completed FRS uploaded to Project | Not started | OK | ||||
| G5-03 | Completed TDS uploaded to Project | Not started | OK | ||||
| G5-04 | Completed Call Flows uploaded to Project | Not started | OK | ||||
| G5-05 | Review Smoke Testing Results | Not started | OK | ||||
| G5-06 | Verify Edge Deployment | Not started | OK | ||||
| G5-07 | Feature Deprecation final review | Not started | OK | ||||
| G5-08 | Validate customer Care onboarding | Not started | OK | ||||
| G5-09 | Validate customer Auth Org setup | Not started | OK | ||||
| G5-10 | Create the Go Live Checklist | Not started | OK | ||||
| G5-11 | Confirm Customer training is complete | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G5-RPT-01 | Validate production access | Not started | OK | ||||
| G5-RPT-02 | Confirm data freshness monitoring and alerting | Not started | OK | ||||
| G5-RPT-03 | Complete user acceptance testing (UAT) sign-off | Not started | OK | ||||
| G5-RPT-04 | Deliver final reports/dashboards to business users | Not started | OK | ||||
| G5-RPT-05 | Establish post-go-live support and success metrics | Not started | OK |
| Item ID | Task | Status | N/A | Due date | Completion date | Notes | Review |
|---|---|---|---|---|---|---|---|
| G5-SSAI-01 | Validate production API endpoints prior to go live | Not started | OK | ||||
| G5-SSAI-02 | Ensure all production flags and data tables are configured and any test harness or menus a… | Not started | OK | ||||
| G5-SSAI-03 | Proactive monitoring of NLU & self-service metrics. E.g. proactive updates to training phr… | Not started | OK | ||||
| G5-SSAI-04 | Establish rollback plan for IVR | Not started | OK | ||||
| G5-SSAI-05 | Conduct post launch bot performance review to analyze and report on system performance and… | Not started | OK |