9 docs tagged with "implementation"

Purpose

Purpose: This is the single source of truth for tracking all client implementation work. One checklist per client, from contract signing through operational status.

Single Source of Truth for Client Onboarding

Target Audience: Implementation team members, advanced users

Automation note (2026-05-06): This procedure is the manual reference; the target-state architecture replaces most of it with automation. See §0 "Automation Architecture" below before working through the manual steps. Specifically, the S1-S6 internal setup tasks and many of the M-series mandatory tasks are being moved to Symphony Flow workflows triggered by payment.confirmed. Until L2 ships, this manual procedure is the active path; once L2 ships, it becomes the validation backstop for the automated flow.

Purpose: Central navigation hub for all client onboarding documentation

Overview

Template for Business Rebrand Projects

Purpose: Define the standardized stages every Symphony Core client progresses through from contract signing to fully operational status.