CentralIntel Platform Scoping Document

This document scopes a CentralIntel platform deployment — FlexWorx's enterprise-grade, full-stack operations platform with 14 integrated modules, 6 AI agents, and 183+ frontend pages. CentralIntel unifies network operations, customer management, billing, security, and AI-driven automation into a single pane of glass for MSPs, telecom providers, and IT service companies.

• Current tool stack inventory (PSA, RMM, CRM, billing, ITSM)
• Number of managed customers and devices
• Current operational workflows and pain points
• Integration requirements with existing systems
• User count and role-based access requirements
• Data migration scope (customers, assets, tickets, contracts)
• Reporting and analytics requirements
• Compliance and audit trail requirements

• Command Center & AI Insights Dashboard
• ARIA AI Agent — Conversational Operations Assistant
• CMDB — Configuration Management Database
• AI-SIEM — Security Information & Event Management
• Contact Center — Omnichannel Customer Communications
• Network Monitoring — Real-Time Infrastructure Visibility
• Service Management — Ticketing & SLA Tracking
• Telecom Expense Management (TEM)
• CRM — Customer Relationship Management
• Marketplace — Service Catalog & Procurement
• Marketing Automation — Campaign Management
• Helpdesk — IT Support & Knowledge Base
• Order Orchestrator — Workflow Automation
• Admin & Platform Settings

• Carrier API integrations (AT&T, Verizon, Lumen, etc.)
• Cloud provider integrations (AWS, Azure, GCP)
• Accounting system integration (QuickBooks, Xero, NetSuite)
• Email and calendar integration (Microsoft 365, Google Workspace)
• Telephony integration (SIP trunking, PBX, UCaaS)
• ITSM integration (ServiceNow, ConnectWise, Autotask)
• SSO/SAML identity provider integration
• Custom API and webhook requirements

• ARIA — Conversational AI assistant scope and training data
• Sentinel — Threat detection rules and response playbooks
• NetPulse — Network anomaly detection thresholds
• CostOptimizer — Expense analysis rules and savings targets
• Compass — Customer health scoring criteria
• Scribe — Documentation automation templates

• Phase 1: Discovery & Requirements Validation (Weeks 1-2)
• Phase 2: Platform Configuration & Branding (Weeks 2-4)
• Phase 3: Data Migration & Integration Setup (Weeks 4-8)
• Phase 4: AI Agent Training & Tuning (Weeks 6-10)
• Phase 5: User Acceptance Testing (Weeks 10-12)
• Phase 6: Go-Live & Hypercare Support (Weeks 12-14)
• Phase 7: Optimization & Advanced Feature Rollout (Weeks 14-20)

• Platform configuration document
• Data migration plan and validation report
• Integration architecture and API documentation
• AI agent configuration and training documentation
• User training materials and video library
• Custom report and dashboard configurations
• Go-live checklist and rollback plan
• Ongoing support and optimization roadmap

CentralIntel is available in three tiers: Starter (up to 500 devices), Professional (up to 5,000 devices), and Enterprise (unlimited). Pricing is per-user/per-month with module add-ons available. Implementation services are quoted separately based on migration complexity and customization requirements.