> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoflo.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Neoflo Onboarding: From Pilot Design to Live Operations
> Learn how to onboard with Neoflo — from pilot design through go-live — and what to expect at each stage of your back-office transformation.
Getting live with Neoflo is designed to be fast, low-lift for your team, and built around real outcomes from day one. In about four weeks, you go from initial scoping to a fully live process — with 99%+ accuracy and a custom SLA already in place. This page walks you through every phase of the journey, what Neoflo handles, and what you'll need to provide along the way.
Your team's time investment is intentionally light throughout onboarding. Neoflo handles the technical integration, workflow configuration, and accuracy validation — you provide access, context, and sign-off.
## Onboarding Phases
Before any system is connected, Neoflo works with you to design a focused pilot around a single process. This scoping session sets the foundation for everything that follows.
**What happens in this phase:**
* Select one process to pilot (e.g., invoice processing, ticket resolution)
* Map the end-to-end workflow, including known edge cases and exception types
* Define SLA targets — turnaround times, accuracy thresholds, escalation rules
* Identify integration points — which ERP, CRM, or tool is the system of record
* Agree on success criteria for the 90-day ROI review
**What you provide:**
* A process owner or subject-matter expert for a working session (typically 2–4 hours)
* Any existing process documentation, SOPs, or examples of common inputs and outputs
* Access credentials or IT contact for integration setup (used in Phase 2)
With the pilot design locked, Neoflo's implementation team takes over. This phase is almost entirely handled by Neoflo — your team is on standby for sign-off, not heavy lifting.
**What happens in this phase:**
* API connections and integrations are configured with your systems (SAP, Oracle, NetSuite, Salesforce, Zendesk, and others)
* Historical data is ingested to prime the AI model on your specific formats, vendors, and patterns
* The first live process is activated in a monitored environment
* Initial accuracy validation is completed against your defined SLA thresholds
* Your team reviews a sample of outputs and provides feedback before full handover
**What you provide:**
* System access for your IT team to authorize API connections (typically a 1–2 hour engagement)
* Review and sign-off on a sample of initial outputs before full activation
Most customers reach 99%+ accuracy within the first week of live processing. The AI model is pre-trained on common patterns in your process type and fine-tuned during ingestion.
At the 90-day mark, Neoflo conducts a structured review with your team to measure performance, validate ROI, and establish a baseline for scaling.
**What happens in this phase:**
* SLA adherence report covering turnaround times and accuracy rates
* Cost savings analysis compared to your pre-Neoflo baseline
* Exception trend analysis — showing how the AI's autonomous handling rate has improved
* Identification of additional processes ready to expand into
* Joint decision on scaling timeline and scope
**What you provide:**
* A 60–90 minute review meeting with your process owner and a finance or ops stakeholder
* Access to any internal benchmarks or cost data you want to include in the comparison
Once the pilot process is performing against SLA and ROI targets, you expand Neoflo across additional processes and business units. Each new process follows the same structured onboarding — scoping, integration, go-live — at an accelerating pace because the core infrastructure is already in place.
**What happens in this phase:**
* Existing integrations are extended to cover new workflows
* New SLAs are defined per process
* Neoflo's human expert team scales alongside volume — no action required from you
* Unified reporting across all active processes is made available in your dashboard
Subsequent process rollouts are significantly faster than the initial pilot because your systems are already connected and Neoflo's team is familiar with your environment.
## What Neoflo Handles vs. What You Provide
Understanding the division of responsibility helps you plan internally and set expectations with your stakeholders.
| Area | Neoflo Handles | You Provide |
| -------------------------- | ------------------------------------------------------ | ----------------------------------- |
| **System Integration** | API configuration, testing, and maintenance | System access and IT authorization |
| **Workflow Configuration** | Process mapping, exception logic, SLA setup | Process documentation and SME input |
| **AI Model Management** | Training, tuning, monitoring, retraining | None |
| **Exception Handling** | Human expert resolution of all flagged cases | None |
| **Accuracy Validation** | Ongoing QA and accuracy reporting | Sample review at go-live |
| **Scaling** | Infrastructure, staffing, and onboarding new processes | Sign-off on scope and SLAs |
| **Compliance** | SOC 2 Type II, ISO 27001, GDPR, CCPA coverage | Your internal compliance review |
## Key Outcomes You Can Expect
Customers typically reduce back-office operating costs by 50% or more compared to legacy BPO or in-house staffing models — driven by AI automation and usage-based pricing.
Neoflo's hybrid model ensures accuracy from the start. The AI handles high-confidence cases autonomously, and human experts resolve everything else — no accuracy gaps, no silent failures.
From pilot design to a fully live process in approximately four weeks. No lengthy implementation cycles, no software deployment, and no dedicated IT project required on your end.
At 90 days, you have a structured, data-backed view of cost savings, SLA performance, and efficiency gains — giving you the evidence to justify and accelerate full-scale rollout.
## What You'll Need to Get Started
Before your first scoping session, gather the following. You don't need everything perfectly organized — Neoflo's team will work with you to fill in gaps during Phase 1.
* **System access:** Credentials or an IT contact for your ERP, CRM, or relevant operational tools
* **Process documentation:** SOPs, workflow diagrams, or even informal descriptions of how the process currently works
* **Sample inputs and outputs:** Examples of documents, tickets, or transactions the process handles — real examples are more useful than templates
* **A process owner:** One internal stakeholder who understands the process and can answer questions during scoping (2–4 hours of availability in Week 1)
* **Success criteria:** A rough sense of what improvement looks like for you — cost, speed, headcount, or accuracy
You do not need to complete a technical assessment, issue an RFP, or engage your IT organization for a lengthy evaluation. Neoflo can scope and price an engagement based on a single discovery conversation.
## Deployment Options
Neoflo supports two deployment models, both of which are fully managed:
* **Managed Cloud:** Neoflo hosts and operates all infrastructure. Fastest to deploy, no internal IT involvement required beyond API authorization.
* **Customer VPC:** Neoflo deploys within your existing cloud environment (AWS, Azure, or GCP). Preferred for organizations with strict data residency or security requirements.
Both options are covered under Neoflo's SOC 2 Type II, ISO 27001, GDPR, and CCPA compliance certifications.