01Map sites, assets and decision ownersIdentify site codes, rack locations, ASIC serial numbers, customer ownership, pool worker naming rules and existing systems. Define who approves maintenance, electrical work, customer credits, financial adjustments and operational changes.
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02Validate accessible data and operating rulesAssess available exports or authorized interfaces before confirming scope. Establish time zones, units, telemetry freshness limits, alert thresholds, contract versions and access boundaries; test sample records for missing or inconsistent identifiers.
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03Pilot exception routing with human reviewRun selected workflows against a limited site, customer group or reporting period. Compare generated tasks and draft communications with source records, keeping equipment commands, payment changes and high-stakes decisions outside unattended execution.
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04Measure performance and refine controlsReview acknowledgement times, repair queue age, reconciliation exceptions and customer response times against a documented baseline. Adjust thresholds, permissions and escalation paths while retaining source references and approval history.