Implementation Operations

Implementation operations is the first planned wedge for Arn because the relationship operations problem is painful, measurable, and naturally multi-party.

This workflow is not implemented yet.

Target problem#

High-touch B2B implementations often require sales, success, implementation, support, legal, security, finance, product, engineering, the customer, and sometimes vendors or partners to coordinate through many channels.

Common failures:

• A system says the implementation is healthy, but communication contains an unresolved blocker.
• A customer sent a required file, but the implementation owner missed it in a thread.
• Sales made a commitment during handoff that never reached the delivery team.
• Legal, security, finance, and technical workstreams each have separate status.
• The customer asks for status because the shared view is stale.
• Leaders cannot tell whether a delay is internal, customer-owned, vendor-owned, or waiting on approval.

Target promise#

Arn should eventually let an implementation owner open one relationship record and see:

• current status and health
• launch target and confidence
• blockers, risks, and aging items
• workstreams by owner and organization
• source-backed decisions and commitments
• required files and missing evidence
• customer-visible status versus internal-only notes
• downstream fields that should be updated
• next actions that need approval, assignment, or escalation

Target workstreams#

Workstream	Typical records
Handoff	sales commitments, scope, stakeholders, success criteria
Legal	MSA, order form, DPA, redlines, approvals, obligations
Security	questionnaires, evidence, reviews, exceptions, risks
Finance	billing setup, PO requirements, invoice questions, exceptions
Technical setup	integrations, environments, data migration, API credentials
Training	enablement sessions, attendance, content, readiness
Launch	go-live checklist, owners, blockers, target date, sign-off
Vendor	third-party dependencies, delivery dates, compliance docs

Narrowest useful loop#

The first implementation product should prove this loop:

1. Connect one communication source and one account system.
2. Create one customer implementation relationship.
3. Ingest messages, files, and account context.
4. Resolve activity into implementation workstreams.
5. Extract blockers, decisions, asks, deadlines, owners, files, risks, and commitments.
6. Generate a source-backed implementation brief.
7. Let the owner approve status, assign tasks, hide sensitive details, and publish a customer-visible update.
8. Sync approved status, risks, next steps, and notes back to the account system.

Current status#

There are no implementation records, source ingestion, workstreams, briefs, approval flows, portals, or account-system syncs in the current repository.