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Project On-boarding Workflow

PROJECT REQUEST P r oject Request ini t iated by c l ient via Lariat/Email/Phone Ca l l Acknowledge & r eco r d r equest in Lariat DISCOVE R Y Setup d iscovery mee t ing to iden t ify high-level scope Int r oduce our p r ocess if needed Complete P r oject intake details and obtain documented r equi r ements and scope f r om c l ient Faci l itate Business Analysis as needed Assess feasibi l ity of P r oject Step 1 Step 2 ASSESS SCOPE ESTIM A TE Setup detailed assessment mee t ing wi t h c l ient Co l lect r equi r ements: func t ional, technical, tes t ing, securit y , r esou r ces and governance Discuss high-level design op t ions and integra t ions Discuss dependencies Iden t ify team r oles and r esponsibi l i t ies Internal d iscussions Es t imate write up Send Es t imate to c l ient Step 3 Step 4 PLANNING (TIMELINE AND FUNDING) FORMAL L Y MOVE INTO PRODUCTION/ DEVELOPMENT WORKFLOW If Es t imate is app r oved Nego t iate t ime l ine: phases, milestones, start and finish dates Send formal P r oject Au t horiza t ion for signatu r e Co l lect Ini t ial Payment per payment terms Priori t ize p r oject, a l locate team r esou r ces and move into p r oduc t ion queue Step 5 Step 6

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