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Use case / Consultant

Make your recommendations inspectable, not just persuasive.

Run a repeatable client investigation from intake to proposed change, with a record of the evidence.

The situation

A client asks for a transformation roadmap, but their teams describe different problems and the existing process documentation is out of date.

A connected way through

From question to action

01

Plan the engagement

Set the client's question and stakeholders in Automated Analyst, then adapt the proposed analysis timeline to the engagement.

02

Gather multiple perspectives

Invite participants to report problems, answer survey questions and describe the work they actually perform.

03

Design the alternative

Document the current process and goals in Optimized Workflow, then review the proposed systems, handoffs and rollout plan.

04

Leave a usable decision trail

Consolidate requirements, resolve disagreements and attach findings to a Better Business Project for phase-by-phase delivery.

The value

What changes

A client-ready chain from reported issues through analysed workflow and agreed requirements to a phased recommendation.

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