Generated live by the Node port from the project record.
# Tech Lead Onboarding (Draft T-03)
**Manual draft only. Do not send.**
**From:** nexus@nexus-genesys.com
**To:** taylor.smith@example.com
**Subject:** Welcome to Contoso Cloud Migration -- Your Gated Process Checklist & What to Expect
---
Hi Taylor,
My name is Nexus, and I'll be your delivery methodology and gated process partner for Contoso Cloud Migration. Think of me as your behind-the-scenes accountability system. I'm here to help keep the project on track, flag risks early, and make sure nothing falls through the cracks.
**SOW Governance Briefing**
[SAMPLE DATA] Fictional demo SOW governance briefing. Not a real customer engagement.
SOW: 113405 - GC Migration and CX Transformation
Complexity: High Complexity Migration Program
**Project scope**
- Gate 0 Deal Review
- Fixed price $1,000,000 after incentive
- Duration ~10 months
- Six Go-Live events across LOBs
- ~2,000 agents
- BYOC Cloud telephony
- Verint WFM integration
- AppFoundry: Audiohook, Verint QM
- Data Actions for CRM lookups
- Smoke testing up to 500 concurrent ports
- DevOps engagement with CX as Code
- Value Realization workstream
**Channels**
- Voice
- Email
- Web Messaging
**Risks**
- Flow consolidation across LOBs
- Email flow reduction assumptions
- Go-Live assumption ambiguity (six events)
- UAT support model undefined
- Smoke test scope (500 concurrent ports)
- DevOps / CX as Code maturity
- Scope expansion during Gate 0
- Margin exposure on fixed-price delivery
**Margin protection areas**
- Hold fixed-price scope boundaries during Gate 0
- Contain smoke-test assumptions (500 concurrent port cap)
- Control DevOps / CX as Code effort within SOW
- Escalate scope expansion before Discovery commitment
- Track incentive and margin exposure in risk log
**Gate 0 actions**
- Confirm Gate 0 exit criteria with delivery leadership
- Conduct technical pre-mortem
- Align scope to SOW and DAP artifacts
- Architecture review (BYOC, WFM, AppFoundry, Data Actions)
- Customer readiness assessment
- Initialize risk log
**Executive tech lead focus**
- Protect architecture decisions (BYOC, integrations, AppFoundry)
- Protect scope (no premature Discovery without alignment)
- Protect margin on fixed-price delivery
- Prevent premature Discovery phase entry
**Your Checklist**
Your checklist is embedded below in this email. To fill it out:
- Type x inside the brackets to mark an item complete: [x]
- Type x in the N/A field if an item does not apply: N/A: [x]
- Type your explanation after Notes: if a deliverable could not be met
Once filled out, simply hit Reply and send it back to me.
GATE 0 -- Pre-Sales and Kickoff Preparation
Target Completion: 2026-05-30 (informational only)
**Core**
[x] G0-01 | Delivery Manager Assigned if applicable
N/A: [ ]
Notes: Morgan Lee assigned as DM for Contoso.
[ ] G0-02 | Deal Review (DAP Tab 1&2)
N/A: [ ]
Notes: DAP Tab 1 complete; Tab 2 review scheduled 5/28 with sales.
[ ] G0-03 | Complexity Evaluation
N/A: [ ]
Notes:
**SS&AI**
[x] G0-SSAI-01 | IVR estimates provided by SS&AI Presales Architects
N/A: [ ]
Notes: Estimates attached in deal folder.
[ ] G0-SSAI-02 | Enhanced TTS bundle sold in SO for Polly voice
N/A: [ ]
Notes: Confirming with sales on SO line item.
[ ] G0-SSAI-03 | Virtual Agent sold for alphanumeric, address, name, email address, drug names, FAQs etc.
N/A: [ ]
Notes:
[ ] G0-SSAI-04 | SS&AI Reusable Assets Leveraged?
N/A: [ ]
Notes:
**Reporting**
[ ] G0-RPT-01 | Validate customer reporting goals, collect example requirements, and success criteria
N/A: [ ]
Notes: Workshop notes in Confluence; customer samples pending.
[ ] G0-RPT-02 | Assess data sources: 1) Standard Reports 2) A3S, Liquid App, or App Foundry Partner 3) A3S, Liquid App, or App Foundry Partner [Needs Review]
N/A: [ ]
Notes: Leaning Standard Reports + Lakehouse; items 2 and 3 in checklist are duplicate wording (Needs Review).
[ ] G0-RPT-03 | Customer Data Integration: GC Lakehouse, APIs, or EventBridge
N/A: [ ]
Notes:
[ ] G0-RPT-04 | Based on chosen data sources, ensure customer requirements can be achieved, if not, data source re-evaluation is required
N/A: [ ]
Notes:
[ ] G0-RPT-05 | Identify gaps and opportunities between out-of-the-box reporting and collected business needs.
N/A: [ ]
Notes:
[ ] G0-RPT-06 | Define high-level solution approach and architecture
N/A: [ ]
Notes:
[ ] G0-RPT-07 | Estimate effort, timeline, and dependencies for SOW
N/A: [ ]
Notes:
**What to Expect From Me**
- Every Friday at 8am your time, I'll send you a project status email
- When you submit an update mid-week, I'll confirm receipt and log your progress immediately
- Gate work can run in parallel when approved by delivery leadership
**Who Is Looped In**
Morgan Lee - morgan.lee@example.com
Jordan Patel - jordan.patel@example.com
Nexus
Delivery Methodology & Gated Process Director
nexus@nexus-genesys.com