Our approach

Five phases, each ending in a decision.

This is the sequence we follow on most engagements. The order matters: each phase produces something the next one depends on. Scope, pace, and depth are agreed with you, so treat this as the shape of the work rather than a fixed methodology.

  1. Discovery

    Understand how work happens today, before proposing anything.

    Input
    Conversations with leaders and the people doing the work. Access to representative documents, inquiries, and tools.
    Activity
    A walkthrough of current work: who does what, in which systems, with what information, and where time and errors accumulate. We record constraints, policies, and what must never be automated.
    Output
    A written summary of current work and a list of candidate opportunities, with the constraints attached to each.
    Decision
    Whether there is enough substance to proceed to prioritization, and which people need to be involved.
  2. Prioritization

    Compare the candidates on the things that decide success.

    Input
    The candidate list from discovery and the objectives you care about.
    Activity
    Each candidate is compared on likely impact, effort to implement, technical feasibility with your tools and data, and what adoption would require of the people involved. Training needs are identified here, not bolted on later.
    Output
    A ranked shortlist with a recommended first solution and the reasoning behind the ranking.
    Decision
    Which solution goes first, what the agreed measures of success are, and what the baseline is today.
  3. Implementation

    Build one focused solution and test it against real work.

    Input
    The chosen first solution, access to the systems involved, and representative examples to test against.
    Activity
    Design the workflow and review points, connect the tools, and build the system. Test with real examples rather than demonstrations, involving the people who will use it. Adjust until it handles the representative cases the way they should be handled.
    Output
    A working solution, documentation of how it behaves, and a record of what was tested.
    Decision
    Whether the solution is ready for the people who will own it, or needs another iteration.
  4. Enablement

    Make sure people can use, maintain, and improve what was built.

    Input
    The working solution and the roles that touch it.
    Activity
    Training for the people who use the system and for the person who owns it. Reference materials, workflow guidance, and a clear statement of who updates what. Where the engagement is training only, this phase is the program itself.
    Output
    Trained users, a named owner, and materials that stay useful after we step back.
    Decision
    Who is accountable for the system going forward, and what support, if any, continues.
  5. Evaluation

    Compare what was agreed with what happened.

    Input
    The measures and baseline set during prioritization, and observations from use.
    Activity
    Review the agreed measures against the starting baseline, gather what users have found, and identify what should change. This is also where the next candidate from the shortlist is reconsidered with better information.
    Output
    A short evaluation record and a recommendation: continue, adjust, extend, or stop.
    Decision
    Whether to move to the next opportunity, refine the current one, or close the engagement.

What this does not promise

We do not promise a fixed timeline, a guaranteed financial return, or that every process can be automated. We do promise a clear sequence, written outputs at each step, and a decision point before more of your budget is committed.

Start with discovery

The first conversation is a short discussion of your situation to decide whether discovery makes sense.

Request a consultation