Work Order: {Product Name} for {Client}

Work Order: {Product Name} for {Client}

Order ID: WO-{NNN} Client: {Client Name} Product type: {Product Type} Production line: digital-talent Status: Intake Date: {YYYY-MM-DD}


1. Client Profile

Field Value
Client {Client Name (full legal or common name)}
Segment {Industry, size range}
Need {One-sentence problem statement}
Domain maturity {Existing practice, tools, maturity level in the target domain}
IT landscape {Complexity: low / medium / high, homogeneous / heterogeneous}
Repository {Existing tools: LeanIX, Ardoq, Jira, ServiceNow, none, etc.}
Language {Working language for outputs}
Documentation {Documentation platform: Confluence, SharePoint, Notion, etc.}
Business process {Which business process does this talent support?}
Business capability {Which business capability does this talent strengthen?}
Key user roles {Who uses the talent day-to-day? Who consumes its outputs?}
AI platform {Claude Code / Copilot / other -- the runtime environment}

2. Product Definition

The digital talent will provide the following capabilities:

# Capability Description
1 {Capability name} {What it does}
2 {Capability name} {What it does}
3 {Capability name} {What it does}

Add rows as needed. Minimum 3 capabilities required by the intake quality gate.


3. Deliverable Set

Artifact Description
CLAUDE.md Client-specific agent configuration
.claude/commands/*.md Skill commands tailored to client methodology
{Add deliverables as identified} {Description}

4. Skill Inventory

# Skill File Category Description
1 {Skill name} {filename.md} {Category} {What it does}

Populated during design (Stage 3). Leave blank at intake.


5. Pattern Selection

Populated during design (Stage 3). See Ada (Agentic Pattern Designer) for pattern catalog.


6. Customization Values

Dimension Value
Methodology {Client methodology / framework}
Language {Working language}
Repository tool {Primary repository or data tool}
Diagram standard {ArchiMate, UML, BPMN, none, etc.}
Publication target {Confluence, SharePoint, Notion, etc.}
Model selection {Haiku for X, Sonnet for Y, Opus for Z -- or default}
Quality thresholds {What "good enough" means for this client}

7. Domain-Specific Intake Questions

Supplement the generic intake questions (Stage 1) with domain-specific questions here. These will be populated based on the product type.


8. Domain-Specific QA Test Cases

Populated during QA planning (Stage 5). Define functional tests, edge case tests, and documentation tests.


9. Build Estimate

Component Effort
{Phase} {Estimate}
Total {Range}

10. Dependencies

Dependency Source Status
{What is needed} {Who provides it} {Available / Pending / Blocked}

11. Scope Boundaries

In scope:

  • {Capability or activity that IS included}

Out of scope:

  • {Capability or activity that is NOT included}

Compliance / regulatory constraints:

  • {Any constraints on data, decisions, or outputs}

Success criteria:

  • 30-day: {What success looks like at 30 days}
  • 90-day: {What success looks like at 90 days}