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SOPs, Training & Knowledge Base (AI Chatbot)

Create durable SOPs, a searchable knowledge base, role training, and (optionally) a private AI bot with citations.

Business outcomes

Process overview

  1. Define taxonomy and document standards
  2. Draft/normalize SOPs; enable versioning
  3. Build KB; design training plans
  4. Deploy AI bot with RBAC/SSO (optional)

What we’ll do

  • SOP/runbook templates and doc governance
  • KB structure: taxonomy, metadata, retention
  • Role‑based training plans and microlearning
  • AI bot with answer citations and usage logging

Team roles

  • Sponsor/Ops lead, Role owners, Enablement lead
  • IT for SSO/RBAC if AI bot included

Timeline & format

  • Pilot with one function; expand by wave
  • Async drafting with periodic reviews

Handover & sustainment

  • SOP set and KB governance guide
  • Training plans and checklists
  • AI bot config and monitoring runbook
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