AI for implementation and onboarding
Ultramarine Work turns the signed SOW into a plan and builds the mapping workbook and reconciliation behind a migration. Status reports and test packs arrive as drafts for you to check.
Falcon-status-week9.docxExampleFalcon Implementation Status Report, Week 9
Completed and slipped
Trial load 2 finished on Dec 9, and open invoice balances tie to the legacy trial balance. UAT cycle 1 slipped three days because 14 test users were not provisioned until Tuesday. The slip uses float, so the cutover weekend of January 16 holds.
Decisions due from the client by Wednesday, Dec 16
The client must decide whether the 312 credit memos older than 24 months migrate or are written off. The client must also name the approver for change order CO-014 so the Spanish invoice configuration can start in week 10. Without both decisions, trial load 3 cannot start on Dec 21.
CheckedR-11 on aged credit memos is the only open risk rated high, and it goes to Thursday’s steering call.
How it works
- 1
Start in the project folder
It reads the signed SOW and change orders, kickoff notes, the legacy system’s field lists and sample exports, the import template, the tracker and the last status report, all kept the way the project already keeps them.
- 2
Request the next deliverable
Ask for a plan with owners and a critical path, a mapping workbook with a rule on every field, the reconciliation pack for a trial load, or the status report in your own format. Whatever it can’t find, it notes rather than invents.
- 3
Check it and make the call
Every mapping row and milestone traces back to the file it came from, so review means checking rows against the legacy fields instead of rebuilding sheets. You sign the record counts, send the status report and make the go/no-go call.
Ask it for
“Build the 14-week plan for Falcon from the signed SOW, with configuration, trial loads, UAT and cutover, linked dependencies and go-live on January 19.”
Falcon-implementation-plan.xlsx“Draft the week 9 status report from the tracker and Friday’s call notes. What closed, what slipped, RAID items and the decisions the client owes by Wednesday.”
Falcon-status-week9.docx“Take the legacy field lists for customers, contacts and open invoices and draft the source-to-target mapping. Flag every transformation rule and default.”
Customer-mapping-v1.xlsx“For trial load 2, build the reconciliation pack: record counts by object, balances tied to the legacy trial balance, and every variance explained.”
Trial2-reconciliation.xlsx“Turn the client’s request for Spanish-language invoices into change order CO-014, with the 22 configuration hours priced and the affected milestones restated.”
CO-014-spanish-invoices.docx“Write the cutover runbook for the January 16 weekend: freeze at 6 pm Friday, final load order, reconciliation checks, rollback triggers and go/no-go criteria.”
Falcon-cutover-runbook.docx
Inside the Customer Implementation mode
Project schedule
Builds the plan as workstreams (migration, configuration, integrations, training, cutover), links the dependencies, and shows which tasks move go-live.
Statement of work
Drafts SOWs and change orders with deliverables, acceptance criteria and exclusions, so a scope argument in March is settled against the signed document.
Data migration and interface mapping
Maps every field from source to target with transformation rules, load order and a decision log, then builds the reconciliation a trial load has to pass.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Who it’s for
Implementation managers and consultants, onboarding specialists and professional services teams who take a customer from signed contract to live on a product.
Questions
Will it invent milestones or dates on the plan?
No, but you still check it. The skills tell it to cite the source file for every date and deliverable and to note what it could not find instead of guessing. You review every file it touched before the plan reaches the client.
Who makes the go/no-go call on cutover night?
You and the client make the call, together. It documents the criteria, the evidence for each one and the rollback triggers, and the approval stays with you.
Where does client data go when it works on a project?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.