Exit & Handoff: Documentation Package

The Handoff Question: What Happens Next?

After five pillars of rigorous work, NorthRidge had achieved something remarkable: a complete roadmap for AI adoption. They had prioritized agents, validated data readiness, established governance frameworks, designed the human-AI experience, and built financial controls. But one question remained:

"We have the strategy. How do we actually build this?"

This wasn't doubt—it was the natural transition from consulting to engineering. OAIO creates the roadmap; Orion Innovation's AI Service Delivery teams execute it. The Exit phase ensures that handoff is seamless.

The Documentation Package

The OAIO Exit phase compiles all pillar outputs into four master deliverables designed for different audiences:

NorthRidge's Exit: From Strategy to Execution

The Final Workshop

Sarah Martinez, VP Operations, convened the final OAIO session with a new stakeholder at the table: Tom Bradley, Orion Innovation's AI Service Delivery Lead.

"I've been watching this engagement from the sidelines," Tom said. "Usually when I inherit a client project, I spend the first month re-discovering what the consulting team learned. What do you have for me?"

Sarah slid a bound document across the table. "Everything you need to start scoping immediately."

"This is the first time I've seen a consulting engagement produce documentation I can actually use. The PRD alone saves us four to six weeks of discovery work." — Tom Bradley, AI Service Delivery Lead

The Executive Summary

The Executive Summary distilled twelve weeks of work into a board-ready document. It included:

Strategic Context:

• The shadow AI problem NorthRidge faced
• Why the five-pillar approach was necessary
• What would have happened without structured governance

Agent Portfolio:

• Three prioritized agents with ROI projections
• Timeline from current state to production
• Resource requirements and dependencies

Governance Framework:

• Permission boundaries established in Pillar 3
• Human oversight requirements
• Risk mitigation strategies

Financial Projections:

• 12-month cost forecast from Pillar 5
• Expected efficiency gains and revenue impact
• Budget controls and circuit breakers

Margaret Chen, CFO, reviewed the summary and added her signature to the approval block.

The PRD: Engineering Handoff

The Product Requirements Document translated strategic intent into technical specifications. For each prioritized agent, it included:

Agent 1: Pre-QA Validation Agent

• Functional requirements: 63 validation rules, document ingestion, pass/fail determination
• Data sources: Survey Reports (DMS), Validation Rule Library (SharePoint), Historical QA Records (SQL)
• Integration points: Document Management System API, QA workflow triggers
• Success criteria: 95% accuracy on deterministic rules, under 30 second processing time

Agent 2: Field Note Normalization Agent

• Functional requirements: Terminology standardization, template compliance, voice transcription cleanup
• Data sources: Mobile field notes, voice recordings, terminology dictionary
• Integration points: Mobile app API, transcription service, document generation
• Success criteria: 80% terminology consistency, measurable reduction in report revision cycles

Agent 3: Exception Routing Agent

• Functional requirements: Case classification, expert matching, escalation triggers
• Data sources: Exception criteria framework, expert availability, case history
• Integration points: Case management system, notification service, audit logging
• Success criteria: 90% correct routing, under 5 minute average routing time

"The PRD gave us everything: the what, the why, and the constraints. We could start architecture design on day one instead of spending weeks in requirements workshops." — Engineering Lead, Orion AI Service Delivery

The Implementation Roadmap

The roadmap translated the PRD into an actionable delivery plan:

Phase	Duration	Focus	Deliverables
Foundation	Weeks 1-4	Infrastructure, security baseline	Cloud environment, CI/CD pipeline, monitoring
Agent 1 MVP	Weeks 5-10	Pre-QA Validation	Working agent, integration tests, user training
Agent 2 MVP	Weeks 11-16	Field Note Normalization	Working agent, mobile integration, feedback loop
Agent 3 MVP	Weeks 17-20	Exception Routing	Working agent, expert matching, escalation flows
Production Hardening	Weeks 21-24	Scale, resilience, monitoring	Load testing, disaster recovery, FinOps dashboard

The roadmap also identified dependencies:

• Agent 1 required the validation rule extraction completed in Pillar 2
• Agent 2 required the terminology dictionary built during implementation
• Agent 3 required expert availability data from HR systems

The Documentation Package Index

The complete OAIO documentation package included:

Pillar 1 Deliverables:

• Agent Portfolio (3 prioritized agents)
• Executive Guardrails Brief
• Agent Propagation Plan

Pillar 2 Deliverables:

• Agent Data Maps (per agent)
• Tagged Data Inventory
• Data Owners Register
• Agent Access Model
• Risk Validation Log

Pillar 3 Deliverables:

• Permission Specifications (per agent)
• Escalation Procedures
• Trust Boundary Documentation
• Governance Playbook

Pillar 4 Deliverables:

• Human-AI Interaction Specifications
• Adoption Metrics Framework
• Change Management Plan
• Training Materials Outline

Pillar 5 Deliverables:

• Economic Thesis (per agent)
• Financial Controls Specification
• Cost Monitoring Dashboard Spec
• Budget Alert Configuration

The Transition Meeting

The final OAIO touchpoint was a structured transition meeting between the OAIO consulting team and the AI Service Delivery implementation team. The agenda covered:

1. Document walkthrough: Every deliverable reviewed with the engineering lead
2. Q&A session: Clarification on constraints, assumptions, and edge cases
3. Risk transfer: Known risks documented and mitigation strategies confirmed
4. Success criteria alignment: Agreement on how to measure implementation success
5. Escalation paths: Who to contact if questions arise during implementation

"Most consulting engagements end with a slide deck and good intentions. OAIO ends with a signed handoff package that creates real accountability for both the strategy and the execution." — Sarah Martinez, VP Operations

Exit Outcomes

By the end of the Exit phase, NorthRidge had:

Deliverable	Purpose	Audience
Executive Summary	Investment authorization	C-suite, Board
Product Requirements Document	Engineering specification	Implementation team
Implementation Roadmap	Delivery planning	Project management
Documentation Package	Complete reference	All stakeholders

The shadow AI problem that started this journey was now on a path to resolution—not through prohibition, but through purposeful adoption with governance, economics, and human experience at the center.

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