ChecklistWhat you provide, and what to have ready before week one
Nothing exotic, but every item on this list has delayed a pilot somewhere. Confirm them during scoping and week one becomes deployment rather than procurement.
Documents
- Evaluation set
- 300 to 1,000 documents across your real categories, deliberately including scans, phone photographs, handwritten forms, stamped pages and faxes.
- Volume set
- Optional but recommended. A larger unlabelled batch — commonly 10,000 to 100,000 pages — used to measure throughput under realistic load.
- Target fields
- The fields you need per category, or a sample of the downstream record you are populating. We turn this into formal schemas during week two.
Environment and compute
- GPU access
- At minimum one current-generation data-centre GPU for a sandbox footprint. Sizing confirms the exact requirement against your document mix during scoping.
- Runtime
- A Kubernetes namespace or a Docker host on Linux, with the CPU, RAM and local storage confirmed in the sizing note.
- Storage
- S3-compatible object storage or a mounted filesystem you control, plus a PostgreSQL instance or the bundled one.
- Network path
- No outbound internet access is required. Inbound access for your own users and systems, and whatever engineer access path your security team approves — including none, for supervised air-gapped installs.
People and access
- Named business reviewer
- One person with the domain authority to decide what the correct value is on your documents. This is the single most important prerequisite on the list.
- Infrastructure contact
- Someone who can approve the namespace, the GPU allocation and the identity-provider registration without a monthly change board.
- Security reviewer
- Optional but sensible. The security pack, image signatures and SBOM are available under NDA for review in parallel with week one.
If any prerequisite is genuinely blocked — no GPU available, no reviewer free until next quarter — say so during scoping. We would rather move the start date than run a Proof of Value that produces a number nobody trusts.