Methodology

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Halyard’s Agile Methodology

Clear strategy, short cycles, measurable outcomes. Built for public impact and small, busy teams.

Principles

  • Strategy-first: goals, users, and constraints before tools.
  • Small bets: deliver value and reduce risk.
  • Co-creation: stakeholders are in the loop, not on the sidelines.
  • Ethics by design: accessibility, privacy, and fairness are part of scope.
  • Evidence over opinion: decisions backed by data and user feedback.

Delivery Framework

1) Discover

Interviews, current-state maps, data/privacy review, and success criteria.

Readiness audit Use-case triage KPIs

2) Align

Prioritize the backlog, define roles, acceptance criteria, and guardrails.

Backlog & AC RACI Risk register

3) Prototype

Rapid prototypes (chat/voice/automation), with usability checks.

User stories Lo-fi flows Eval harness

4) Pilot

Limited rollout; measure accuracy, latency, adoption, and safety.

UAT DoD gates Change mgmt

5) Deploy

Production hardening, observability, training, and runbooks.

SLA/Support Analytics Handover

6) Scale

Roll to new groups, add channels, automate edge cases, optimize cost.

Governance Cost controls Roadmap+

Cadence & Ceremonies

  • Sprint length: 1–2 weeks/months. Async daily check-ins; review/retro.
  • Artifacts: product backlog, sprint backlog, acceptance criteria, Definition of Ready & Definition of Done, risk register.
  • KPIs: time-to-first-value, adoption/engagement, accuracy, resolution time, cost per action.

Quality, Safety, & Compliance

  • Evaluation: test prompts & datasets (accuracy, toxicity, bias, latency).
  • Accessibility: WCAG-aligned content, plain language, multilingual support.
  • Privacy & Security: data minimization, role-based access, audit trails.
  • Escalation: clear handoffs to humans for sensitive or high-risk intents.

Client Enablement

  • Admin training and quick-start guides.
  • Runbooks and SOPs for updates/content changes.
  • Lightweight governance: monthly roadmap review, quarterly optimization.

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