01
Focused discovery
Bring a business workflow and its relevant source documents. Define the use case, constraints and a reviewable starting point.
Approach
Start with a defined task. Connect the right information, establish review points and make the handover clear.
Map the workflow, its users and the information they need. Agree who owns the source material and which systems belong in scope.
What we prepare together
A workflow map, source inventory and agreed scope.
Shape search, document fields and review steps around your operating requirements. Decide how to handle missing or conflicting information.
What we prepare together
A workflow specification, review criteria and configuration requirements.
Connect the experience with the tools your teams use. Define access, permitted actions and a clear path back to the source.
What we prepare together
An integration plan, access boundaries and acceptance checks.
Make service ownership and support visible. Review feedback, source changes and the quality of the work prepared for people.
What we prepare together
An operating guide, support responsibilities and a review schedule.