Employer Onboarding
A clear path from access and SOP capture to QA calibration, coverage, dashboards, and change control - with a week-by-week plan and RACI so everyone knows what to do.
Week-by-Week
Phase
Week 0 (Prep)
- Kickoff call; confirm scope lanes, success metrics, timeline
- DPA/BAA (as needed), security review, sub-processor add (if applicable)
- Access requirements list (RBAC, IP allowlists, VPN/VDI, SSO)
- Artifacts request: SOPs, policy/version history, sample data/evidence
Phase
Week 1
- Environment access provisioned (least-privilege); JML owners named
- Shadowing + SOP walkthroughs; draft defect taxonomy by lane
- Coverage grid proposal (shifts, surge buffers) with buffer math
- Dashboard definitions draft (metrics + drill-to-evidence)
Phase
Week 2
- Calibration v1: sample reviews with AQL targets and examples
- Pod setup & cross-train matrix; coaching notes workflow
- Ticketing flows (change control, incidents, exceptions)
- Pilot success gates finalized (p50/p90, accuracy, backlog burn)
Phase
Week 3
- Pilot start: daily standups and scorecards; definitions embedded
- Dashboards wired (read-only data or exports) + evidence tiles
- Incident Response alignment (severities, notify windows)
Phase
Week 4+
- Pilot checkpoint; go/no-go with success gates
- Scale plan or migration to Managed Services (if chosen)
- PIR cadence; continuous improvement backlog and owners
Access & Security
- SSO (preferred) or least-privilege user accounts per tool
- Network control: IP allowlists or VPN/VDI; device posture if required
- JML: named approvers for join/move/leave; quarterly access reviews
- Secrets rotation cadence; shared vaults where applicable
QA & Calibration
- Defect taxonomy tied to policy/SOP version with examples
- AQL sampling targets; dual-review on high-risk classes
- Calibration cadence (weekly initially), reviewer FP/FN analysis
- Coaching notes linked to defects; recurrence watchlists
Dashboards & Evidence
- Metric definitions cataloged next to charts to prevent drift
- SLA attainment (p50/p90) + QA %, defect mix, backlog aging
- Drill to sample evidence tiles (immutable links or exports)
- Executive roll-up and lane-level deep dives
Change Control
- Ticketed SOP/policy updates with effective dates and training attestations
- Versioned templates (macros, evidence, representments) with owners
- Release windows and rollback procedures
- Audit trail exports on request
RACI
| Role | Responsibilities |
|---|
| Client Sponsor | Approves scope, commercials, and success metrics |
| Client Ops Owner | SOPs, policy, and access; reviews definitions/QA |
| Tecronix Delivery Lead | Owns timeline, pods, QA, and dashboards |
| Tecronix QA Lead | Taxonomy, sampling plan, calibration & coaching |
| Tecronix Security/Trust | Access, DPA/BAA, sub-processors, IR mapping |
| Joint WFM/Analyst | Coverage math, surge buffers, and metrics wiring |
Ready to onboard?
We will map access, finalize QA & coverage, and start a pilot with clear success gates.
