EMC2Ops — custom automation launch checklist
Updated: 2026-09-06
https://www.emc2ops.com/#implementation

YOUR TEAM SUPPLIES
[ ] The process to automate, its trigger, inputs, desired output, and current bottleneck.
[ ] Current property facts, operating rules, sample records, and approved wording.
[ ] For messaging: permission-to-text records, sending rules, and opt-out instructions.
[ ] Authorized software access and the record fields to update.
[ ] A decision-maker, normal staff hours, and an after-hours contact.

EMC2OPS DELIVERS
[ ] A configured automation with defined inputs, outputs, approvals, and exception handling.
[ ] Connections that save information in the agreed record fields.
[ ] Documented tests, measurement definitions, and team instructions.
[ ] Launch monitoring and the support included in your written quote.

IMPLEMENTATION STAGES
1. Scope: We document your workflow, required data, connected systems, project boundaries, and measures of success.
2. Configure: We build the workflow rules, authorized connections, record updates, and staff notifications.
3. Test: We check sample records, duplicates, missing details, approval gates, and connection failures; messaging tests include opt-outs.
4. Approve: Your designated owner signs off on messages, test results, rules for staff review, and launch scope.
5. Launch and maintain: We enable the approved workflow, monitor errors and outcomes, and maintain the solution within the agreed support scope.

APPROVAL CHECKS BEFORE LAUNCH
[ ] A sample workflow reaches the intended system and responsible staff member.
[ ] Required details and the next action appear in the correct record.
[ ] For messaging, an opt-out or staff takeover ends automated follow-up.
[ ] Unanswered questions and connection failures reach the agreed human contact.

Record the agreed scope, price, launch window, and ongoing support in the written quote.
This checklist does not set a fixed price, delivery deadline, or legal compliance approval.