An agreed workflow map
The steps, handoffs, owners and exceptions for the workflow we’re improving. A defined scope and acceptance criteria before the build.
A useful workflow.
A clear way to get there.
Start with one process worth improving. Agree the scope, build around your people, and make the handover as deliberate as the implementation.
Tell us where work gets stuck ↗What you receiveWork you can use.
Work you can use.
Clarity you can keep.
A working implementation
The agreed software and connections, with permissions, review steps and failure handling designed around the systems you use.
A test and rollout record
Normal cases and exceptions checked against the agreed criteria, with open issues visible before your team accepts the work.
Training and a clear handover
Team walkthroughs, operating instructions, ownership and recovery steps. Access and ongoing support arrangements confirmed in the scope.
These are the building blocks of an engagement. The proposal confirms the exact deliverables, exclusions and acceptance criteria for your project.
From first conversation to handover
Know what happens next.
Overall duration depends on the scope, system access and team availability. The onsite period is one part of the engagement.
01
Find the useful starting point
- Your part
- Show us one real workflow, the tools involved and where work gets stuck.
- Our part
- Map the process and check feasibility, dependencies and the information needed.
- At this point
- A shared view of the problem and a candidate workflow.
02
Agree what success looks like
- Your part
- Choose a process owner and confirm priorities, access and review availability.
- Our part
- Define deliverables, acceptance criteria, commercial terms and the delivery plan.
- At this point
- An agreed scope covering timing, responsibilities and costs.
03
Build, review and test
- Your part
- Review progress and provide representative examples through agreed access arrangements.
- Our part
- Implement the agreed workflow and test permissions, handoffs and exception paths.
- At this point
- A workflow ready for rollout, with test findings and any open issues recorded.
04
Deploy alongside the team
- Your part
- Make the relevant office and field staff available for rollout and training.
- Our part
- Plan 15 onsite days near the end of the engagement for deployment, real-world checks and adoption.
- At this point
- A controlled rollout with your team using and reviewing the workflow.
05
Hand over with ownership
- Your part
- Review acceptance criteria and nominate who operates the workflow after handover.
- Our part
- Provide the agreed documentation, training and access handover, and confirm support arrangements.
- At this point
- Clear ownership, a recovery process and an agreed route for future changes.
Make the details explicitAgree the practicalities
Agree the practicalities
before we begin.
The 15 onsite days
We plan the onsite period near the end of the engagement. Location, dates, consecutive or split days, team availability, travel expenses and accommodation are agreed in the project scope.
Costs and dependencies
The proposal separates implementation work from any third-party licences, usage charges or travel costs. We confirm system compatibility and required access before committing to a connection.
Acceptance and support
We agree how the work will be accepted, who operates it afterwards, and any support period, response arrangements or ongoing fees. Additional workflows and later changes are scoped separately.
A useful place to startWhat keeps getting
What keeps getting
in your team's way?
Bring us a workflow, a bottleneck, or a handoff that needs fixing. We'll start there.
Tell us about your business ↗