MVP → Strategy Linkage & Roadmap Springboard

Executive Summary

Your macro strategy sets measurable ambition bands (compliance RAG accuracy, CS deflection, sales prep-time reduction, ops time-to-insight, governance auditability) and insists on evidence-based thresholds governed by TOTE loops. Our MVP—an audited, operator-in-the-loop RFQ chain producing structured artifacts with mandatory citations—directly instantiates that strategy and can serve as the springboard for a broader roadmap inside your Microsoft tenant.

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1) What your strategy asks for (in brief)

• Evidence-anchored ambition bands for each pillar (Compliance RAG; Customer Service; Sales; Operations; Governance/Safety).

• Pilot thresholds with escape hatches—lock targets near the middle of benchmarked ranges; exit if under-performance persists (Test→Operate→Test→Exit). See The TOTE Framework.

• Program design patterns: formal KPIs, governance standards (NIST AI RMF, ISO/IEC 42001), and benchmark-informed targets to improve success rates.

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2) What the MVP proves (and why it fits)

• Auditable extraction → compliance matrix with verbatim clause citations, human review gates, and risk-flagged focus on high-impact requirements. This matches your Compliance RAG pillar’s insistence on grounded answers and measurable accuracy.

• Structured, chain-of-work artifacts (matrix → deviation report → handoff packet) that make expert decisions teachable and repeatable—your “compounding advantage” concept in action.

• TOTE-first operating grammar embedded in each step (clear tests, operations, and exits), aligning build and scale decisions to evidence.

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3) Linking MVP concepts to your strategy pillars

A) Regulatory & Compliance Knowledge Systems (RAG)

Strategy asks: high-80s grounded accuracy with disciplined retrieval and reviewer workflows.
MVP delivers: a curated, human-validated Compliance Matrix with mandatory citations and risk flags—“show me the clause” is a product requirement by design.
Pilot target to adopt in charters: ≥88% grounded answer accuracy, ≤2% hallucination; ≥95% answers contain a linkable clause; exit if trends breach tolerances.

B) Virtual Customer Service Assistant

Strategy asks: mature 60–80% deflection (top decile 80–90%) with quality safeguards and fast human handoff.
MVP relevance: our pause-and-approve pattern and artifacted knowledge hygiene translate to CS flows (grounded content + escalation design).
Pilot target: ≥65% week-3 deflection; FCR ≥75%, AHT −20%, CSAT ≥4.2/5; freeze expansion if deflection <55% or CSAT dips persist.

C) Virtual Sales Analyst

Strategy asks: measure time saved and content quality; treat win-rate as lagging.
MVP relevance: the handoff packet and deviation summaries shorten prep and enforce claims control/citations for outbound collateral.
Pilot target: −30% prep time; first-pass brief ≥85% accurate; proposal first draft ≤20 minutes; pause if adoption <50% or claim issues occur.

D) Virtual Operations Analyst (Analytics + Narrative)

Strategy asks: faster time-to-insight and ≥80% alert precision where exceptions drive action.
MVP relevance: the exception-first focus (high-risk flags, deviation logs) mirrors ops exception handling and decision latency reduction.
Pilot target: KPI pack by 08:30; alert precision ≥80% with <10% false-negative; decision latency −35%.

E) Security, Compliance & Governance

Strategy asks: governance aligned to NIST AI RMF / ISO-42001, audit coverage ≥90–95%, incident MTTR < 6h.
MVP relevance: metrics-as-controls (groundedness, provenance, reviewer approvals) and artifact trails support auditability and claims defense.

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4) Springboard Roadmap (how to expand from MVP)

Phase I — Codify & Prove (now)

1. Embed thresholds & exits (table from your strategy) into each pilot charter; publish weekly scorecards.

2. Run Compliance RAG on live RFQs using “matrix + reviewer gates + citations” to hit the ≥88%/≤2% targets.

3. Hold 30-min retros to capture “known critical keywords” and trust affordances (e.g., side-by-side clause view).

Phase II — Scale to Adjacent Pillars

4. Clone the gates to CS: start with the top 10 intents; enforce deflection + quality metrics and escalation patterns.

5. Instrument Sales prep around handoff packets and deviation summaries to realize time-savings before revenue claims.

6. Introduce Ops exception workflows where data is clean; measure decision latency end-to-end.

Phase III — Institutionalize (decision to scale)

7. Govern like an audit program: map controls to ISO-42001/NIST RMF; maintain a claims ledger with sources/retrieval dates.

8. Economic gates: apply the cost/throughput and ROI benchmarks you’ve documented to scale decisions.

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5) Decision requests (to keep momentum)

• Approve pilot targets and exit rules to be embedded in charters (Compliance RAG; CS; Sales; Ops; Governance).

• Authorize Compliance RAG and CS as first two expansions, sequenced by data readiness and measurability.

• Adopt the weekly scorecard ritual and evidence-grading discipline for all citations/claims.

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6) Why this is the right springboard—for this client

• It directly targets your expert bottleneck and rework loops, turning tacit solutioning into a durable, teachable system with measurable quality gates.

• It operationalizes evidence-based thresholds you’ve already accepted, making scale a governance outcome, not a leap of faith.

• It preserves operator judgment while automating toil, aligning with your “assistive, cited, reviewable” posture.

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Appendix A — MVP → Strategy linkage map (condensed)

See Strategy Review See Strategic Research (Notes)

MVP concept	Strategic pillar outcome
Compliance matrix with verbatim citations & reviewer gate	Compliance RAG accuracy & auditability targets (≥88%, ≤2%)
Risk flags & deviation log	CS exception handling; Ops exception SLAs & decision-latency cuts
Structured handoff packet	Sales prep-time reduction and claims control
TOTE loops per step	Pilot thresholds/exit rules; governance-as-metrics

(All targets/claims above are lifted from the strategy documents and research notes.)