How it works
Before you automate a process, prove you understand it.
Seven stages. Each produces evidence, and each makes the next decision possible.
STAGE 01
Scope
- What happens
- Agree the objective, the boundary of the investigation and the stakeholders involved.
- What you see
- A scoped discovery plan and stakeholder map.
- Evidence produced
- Objective statement, scope boundary, stakeholder list.
- Decision made possible
- Which conversations to run first.
STAGE 02
Discover
- What happens
- Adaptive conversations with the people doing the work.
- What you see
- Structured claims appearing as interviews progress.
- Evidence produced
- Attributed statements, linked to source conversation.
- Decision made possible
- Where the picture is thin or conflicting.
STAGE 03
Map
- What happens
- Claims assemble into a model of processes, systems, objects and handoffs.
- What you see
- A navigable organisation map with status on every element.
- Evidence produced
- Model elements with provenance.
- Decision made possible
- Which areas need investigation.
STAGE 04
Investigate
- What happens
- Targeted follow-ups and read-only system inspection.
- What you see
- Generated questions, open probes and known unknowns.
- Evidence produced
- Probe results, system samples, follow-up answers.
- Decision made possible
- Which claims can be validated.
STAGE 05
Validate
- What happens
- Important claims are tested against people, systems and data.
- What you see
- Claims promoted, disputed or left unverified, with reasons.
- Evidence produced
- Validation records and deterministic checks.
- Decision made possible
- A trustworthy Current Truth.
STAGE 06
Diagnose
- What happens
- Recurring patterns and root causes are identified across processes.
- What you see
- Patterns, their instances and their cost.
- Evidence produced
- Pattern instances traced to verified claims.
- Decision made possible
- What to remove, simplify, standardise, integrate, automate or augment.
STAGE 07
Transform
- What happens
- Interventions are designed and traced into requirements and architecture.
- What you see
- A build-ready transformation architecture.
- Evidence produced
- Requirements and tasks linked to objectives and evidence.
- Decision made possible
- Build, validate and monitor in operation.
Example
One claim, from statement to verified truth.
Step through how a single statement becomes something the organisation can rely on.
CLM-0207 · Commercial approval threshold
“Finance approves every quote over £25k.”
Start with one operational problem.
We will use it to begin mapping how the surrounding organisation actually works.