Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.
The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.
External messages and documents are sent after human approval. Commercial decisions belong to authorised people.
CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation. Plan a pilot Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable. Human approval EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.
Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner.
Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically.
The starting point
Quotes are itemised: delivery, licences, hosting, calls and model usage. Taxes and VAT are confirmed for each agreement.
The selected workflow
The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed.
Human approval
Integrations and permissions
Pilot measurements
Testing and acceptance
Launch and training
Support and development
Data handling
Scope and terms
The starting point
The selected workflow
Human approval
Integrations and permissions
This guide uses Kaarna Components data to show how to scope and test a workflow.
All examples show typical AITEHO implementations. Plan a pilot 😉
Pilot measurements
👋Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented. Explore the example The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope. Plan a pilot The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.
