# Fractional AI Integration Planning Workbook
Cloud Radix | September 10, 2026
https://cloudradix.com/services/fractional-ai-integrator/

Editable planning resource. Not a quotation, contracted scope, or guarantee.

## 1. Workflow brief
- Workflow name:
- Sponsor / acceptance owner:
- Internal lead / backup:
- Current tools and approved inputs:
- Current output and destination:
- Monthly case volume:
- Human handling minutes per case:
- Exceptions / rework / peak periods:
- Problem we want removed:
- Explicitly out of scope:

## 2. Candidate scorecard
Score each 1–5, with 5 meaning strongest fit. These are discussion prompts,
not a validated financial model. Do not automate merely because a score is high.
- Repeated volume:
- Clear process rules:
- Accessible and reliable source data:
- Reversible outputs / safe fallback:
- Available process owner:
- Measurable outcome:
- Risks requiring a separate review:
- Decision and reason:

## 3. Access and approval record
- Information permitted / prohibited:
- Systems and account owners:
- Approved model/tool providers:
- External processing and retention:
- Actions requiring human approval:
- Who revokes access:
- Manual fallback and escalation:

## 4. Capacity worksheet
Monthly cases × (old minutes − new minutes including review) / 60
= gross hours released.
Subtract additional exception/support hours = net capacity released.
Net hours × illustrative loaded labor rate = capacity value, NOT cash savings.
- Actual recurring service / software / usage / hosting cost:
- Internal operating and training cost:
- One-time implementation cost:
- Evidence of cash savings or other realized benefits:
- Assumptions to recheck:

## 5. Pilot acceptance
- Baseline period and representative sample:
- Target and acceptance owner:
- Missing-input test:
- Incorrect/conflicting-input test:
- Duplicate-request test:
- Provider outage / expired-access test:
- Manual recovery test:
- Output quality / source verification:
- Lead and backup teach-back completed:
- Documentation current:
- Decision: expand / hold / revise / stop:

## 6. Retained support agreement checklist
- Reserved capacity and hours of coverage:
- Response windows and emergency route:
- Included support vs new implementation:
- On-site days / travel:
- Software, API, hosting, and hardware bills:
- Monthly outcome review:
- Change log and regression checks:
- Ownership/licensing of custom work and reusable components:
- Exit and account handoff: