oction labs · private ai deployment intake

Organization

Who you are and how you operate.

Organization name *

Website

Head office address *

Country *

Industry / sector *

Approximate employee count *

What does your organization do? *

Primary contact

The person who owns this project on your side.

Full name *

Title *

Email *

Phone *

Best time to meet

Other stakeholders

Use case & objectives

What problem the private AI must solve.

Top 3 business problems you want AI to solve *

Who will use the AI? *

What decisions or outputs do you need? *

What would success look like in 90 days?

Current tools or systems in scope

Data & content

What the AI will learn from.

Data sources you want connected *

File servers / shared drives SharePoint / Microsoft 365 Google Workspace CRM (Salesforce, HubSpot, etc.) Email archives Databases / data warehouse We do not have organized data yet

Estimated data volume

Data formats in scope

Do any of these apply?

Contains personal information (PII/PHI) Contains trade secrets or IP Regulated industry (healthcare, finance, legal, government) Data crosses provincial or national borders Strict retention / destruction rules

Infrastructure preference

Where the AI will live.

Preferred deployment model *

On-premise hardware we procure Private cloud tenant (isolated, single-tenant) Hybrid Unsure, need recommendation

Do you have IT staff who can manage hardware?

Do you have an existing server room / rack?

Cloud providers or platforms you already use

Network / VPN setup

Security & compliance

Controls and obligations we need to meet.

Required security controls

Encryption at rest and in transit Full audit trail / logging Role-based access control Multi-factor authentication Air-gapped or offline operation

Data residency requirement

Budget & timeline

For scoping and scheduling.

Expected budget range

Target go-live date

Is there a procurement or legal review process?

Anything else we should know?

Scope your private AI deployment.

Organization

Primary contact

Use case & objectives

Data & content

Infrastructure preference

Security & compliance

Budget & timeline

Your intake summary