ELEVÉA CLOUD — AI INTEGRATION PROJECT BRIEF
Planning template | 6 October 2026 | https://eleveacloud.com

Use this brief to compare proposals for the same scope. Leave unknown items
open for discovery. Share redacted examples, not credentials or private records.

1. WORKFLOW
What does the user need to accomplish?
What happens today, and where does it take unnecessary effort?
What is the smallest useful first release?
What is explicitly outside that release?

2. USERS AND MARKETS
Who uses it? Which roles have different access?
Which countries, languages, locales and time zones must it support?
Who reviews results and owns the business outcome?

3. INFORMATION AND INTEGRATIONS
Which documents, records or APIs are needed?
Who owns each source and keeps it current?
What may each role read, write, export or send?
Which data-handling, retention or location requirements must be assessed?
Which redacted samples are available for discovery?

4. PERMITTED ACTIONS
May the feature only suggest an answer, or may it change an external system?
Which actions need a person's approval?
How are authentication, permissions and tool inputs checked by the application?

5. ACCEPTANCE TESTS
Describe a representative request and an acceptable result.
Describe a request with no answer in the sources.
Describe a permission boundary that must not be crossed.
Describe a failed dependency and the required recovery behaviour.
Who sets quality thresholds and reviews the held-out test examples?

6. COST AND CAPACITY
Expected requests per day/month:
Expected concurrent users:
Typical documents or records per task:
Acceptable response time:
Budget currency and implementation range, if known:
Ongoing costs to include: models, retrieval, hosting, review and maintenance.
How will accepted tasks and failed attempts be counted?

7. PILOT AND HANDOVER
Pilot audience and reviewer:
Launch acceptance criteria:
Usage limits, monitoring and incident contact:
Fallback or disable procedure:
Account ownership, documentation and support responsibilities:
Target timeline and dependencies:

NEXT STEP
Discuss the brief: https://eleveacloud.com/contact
Read the guide: https://eleveacloud.com/guides/ai-integration-for-business
This template is a scoping aid, not a quotation or a security certification.