Establish a reliable view of the current state and the outcome that matters.
- Activities
- Interviews, workflow review, artifact analysis, constraint and risk assessment.
- Typical inputs
- Objectives, current process, tools, data, documentation, and stakeholder perspectives.
- Outputs
- Current-state view, problem definition, priorities, and initial recommendations.
- Client involvement
- Access to the people closest to the work and timely validation of findings.
Translate findings into a practical target operating model or solution.
- Activities
- Workflow, governance, information, control, and solution architecture design.
- Typical inputs
- Validated findings, constraints, decision criteria, and implementation boundaries.
- Outputs
- Future-state design, roadmap, requirements, roles, and implementation plan.
- Client involvement
- Decisions on trade-offs, ownership, and target-state approval.
Put the designed management system, process, automation, or workspace into use.
- Activities
- Configuration, build, testing, migration, rollout, and delivery coordination.
- Typical inputs
- Approved design, working access, test cases, users, and rollout plan.
- Outputs
- Implemented solution, tested workflow, operating artifacts, and launch support.
- Client involvement
- Subject-matter validation, testing, decisions, and participation in rollout.
Make the solution maintainable and improve it from real operating evidence.
- Activities
- Documentation, training, monitoring, review, and iterative improvement.
- Typical inputs
- Production feedback, performance signals, support needs, and adoption observations.
- Outputs
- Training, handover, improvement backlog, operating guidance, and support plan.
- Client involvement
- Adoption, feedback, ownership transfer, and ongoing governance.
