FINTECH + INTELLIGENT OPERATIONSBusiness objective and baseline
State the operational problem, affected users, current measurable baseline, target outcome and reason for investment.
Scope, deliverables and exclusions
List workflows, interfaces, integrations, environments, migration, documentation, training, customer dependencies and explicit exclusions.
Acceptance and evidence
For each deliverable define criteria, evidence, reviewer, review period, remediation and approval procedure.
Governance, commercials and support
Record working cadence, decisions, risks, change control, fees, invoicing, service hours, severity targets, incident contacts and recovery expectations.