Understand
A proposed before-and-after workflow
A request arrives by email, is copied into a tracker, chased for approval, then re-entered into a system of record.
A structured request validates required fields, applies an approval rule, records the decision, updates an approved target, and sends ambiguous items to an owned exception queue.
The future state remains a design until it is tested with the people, data, systems, and exceptions in scope.
Deliver
Data and decisions needed
Access is limited to what the agreed work needs. Client owners approve source authority, operational rules, and acceptance criteria.
| Reference | Input or decision to establish |
|---|---|
| 01 | Transaction volumes and active handling samples |
| 02 | Approval rules and limits |
| 03 | Representative normal and exception records |
| 04 | System interface and access details |
Deliver
Delivery sequence
A bounded sequence protects continuity and makes learning visible before wider rollout.
- 01Baseline active work and elapsed delayDefine evidence and the exception path
- 02Simplify the process before automatingDefine evidence and the exception path
- 03Design happy path, approvals, and exceptionsDefine evidence and the exception path
- 04Build with least-privilege accessDefine evidence and the exception path
- 05Test failures and manual fallbackDefine evidence and the exception path
- 06Roll out, observe, and hand overConfirm ownership and handover
Govern
How it fits existing systems
Existing systems are mapped by business responsibility, supported interface, data authority, update timing, and failure behavior. The design may integrate, configure, retain, or replace a component; no universal compatibility is assumed.
Govern
When a different approach may be better
Automation is a poor first response when rules change daily, source data is unreliable, volume is low, or the process should be removed entirely.
