Implementation Blueprint
Three phases, sequenced to deliver value fast and de-risk integration progressively. Phase 1 goes live in 4 weeks with zero IT infrastructure changes.
Weeks 1–4
Weeks 5–8
Weeks 9+
Phase 1 · Weeks 1–4
Your Team
Lexular
Sign PO
Project kickoff agreement
— awaiting kickoff
Intake meeting
Security requirements review · Share 20,000 historical emails
Categorize questions
AI-assisted topic clustering across email corpus
— Lexular working
Prototype answers
Draft answer taxonomy per category · deploy to review environment
3 × 2-hour CSR review
Validate categories and answer quality with your customer representatives
Validate & iterate
Incorporate CSR feedback · refine taxonomy · update answer quality
Go-Live
End of week 4 — CSRs using Lexular in production
Phase 2 · Weeks 5–8
Phase 2 adds a secure connection to your policy documentation and coverage databases. It requires IT infrastructure alignment first (weeks 5–6), followed by deployment and CSR review (weeks 7–8).
Your Team
Lexular
Kick-off meeting (2 hrs)
IT infrastructure requirements · security scope definition
Analyze current documentation
Map policy database structure · identify integration points
3 × 2-hr IT feedback sessions
Review technical architecture proposal · security sign-off
Technical architecture proposal
Secure connection design · data access scope · encryption model
IT infrastructure & security sign-off
Formal approval to connect to policy systems
Prototype polis answers
Live integration with policy database · deploy to staging
3 × 2-hr CSR feedback sessions
Validate policy answer accuracy with customer representatives
Deploy & production-harden
Final audit trail configuration · monitoring setup
Go-Live
End of week 8 — polis questions fully automated
Phase 3 · Weeks 9+
Phase 3 enables real-time personal data access — claim status, reimbursement history, account details. The scope and timeline are always determined in a dedicated scoping session, as every core system integration is unique.
Zero IT infrastructure required. Live in 4 weeks. We handle the complexity.