Understand the workflow
Review the current process, its users, the information it needs, and the constraints that matter.
What you can review
A shared workflow map and the problem to address first.
Decision: Which problem is worth solving first?
Process
A clear path from requirements to handover
Define a useful first scope, review working versions, and decide what is ready to operate. Each stage has something concrete to review and a decision about the next step.
Define a useful first scope
Agree on requirements, responsibilities, and acceptance criteria. Use a prototype to test uncertain parts before a larger commitment.
What you can review
A bounded scope, exclusions, and checkable acceptance scenarios.
Decision: What belongs in the first stage?
Build and validate
Review working versions against agreed scenarios, with test results, known issues, and scope changes made visible.
What you can review
Working software, demonstration notes, and a visible issue list.
Decision: Does this version meet the agreed requirements?
Handover and plan the next step
Agree on deployment, documentation, access, and maintenance. Decide explicitly what further work is needed.
What you can review
Operating guidance, access arrangements, and a maintenance plan.
Decision: Who operates it, and what comes next?
Before committing
Clear scope, fewer assumptions.
How is timing and cost agreed?
A proposal defines the scope, dependencies, fees, and schedule for the engagement. Timing depends on the work and its dependencies.
What if requirements change?
Changes are made visible and assessed against the agreed scope. The impact on priorities, acceptance, and timing is discussed before extending the work.
Who owns the accounts and work?
Account access, deliverable ownership, background intellectual property, and third-party licenses are defined in the agreement for each project.
What happens after handover?
Deployment, operating guidance, maintenance responsibilities, and any further support are agreed explicitly. Prototype completion does not imply production readiness.
Start with one useful scope
What would you like to work better?
Tell us how the work happens today and what you would like to improve.