1. Discover
Identify priority use cases, systems of record, and success metrics with each stakeholder group.
Implementation guides & rollout patterns
Rollout patterns for permissions, collections, and automations across business units—so value shows up early and scales safely.
APPROACH
Pilot → expand → operate.
Successful Unphepha deployments optimize for a visible win in weeks, then industrialize connectors, taxonomy, and governance.
2. Pilot
Stand up one collection, two connectors, and a measured workflow (e.g., contract Q&A or SOP search).
3. Harden
Add SSO, audit exports, retention, and admin runbooks before broad access.
4. Scale
Onboard departments with templates for collections, tags, and automations.
BLUEPRINTS
Department-ready blueprints.
Reuse these structures instead of inventing from scratch each time.
Legal blueprint
Matters, counterparties, clause tags, renewal automation.
Finance blueprint
Close packs, controls docs, restricted collections.
Ops blueprint
SOP classes, incident library, weekly digest automation.
Company-wide hub
Published policies with draft vs live separation.
FAQ
Delivery questions.
How Unphepha engagements typically run.
Do you provide professional services?
Yes—implementation support and success services are available on Business and Enterprise plans.
What does ‘done’ look like for a pilot?
A production-like collection with real users, measured query success, and a go/no-go checklist for expansion.