Activities may include:
• Owner / stakeholder conversations
• Tool and platform review
• Workflow observation
• Identification of friction and redundancies
• Visual process mapping
• Initial reporting review

Deliverables may include:
• Current-state Process Maps
• Recommended Changes to Process, Reporting and/or Technology
• Implementation Roadmap

THIS STAGE ANSWERS

What is actually happening, and what should change?

PURPOSE

Understand how the business currently operates and design a clearer path forward.

STAGE 2

Implement & Stabilize

Activities may include:
• Design future-state workflows
• Tool consolidation or integration
• Automation planning and configuration
• Reporting structure alignment
• Clarifying ownership and handoffs
• Training/walk-through sessions

Deliverables may include:
• Documented workflows and processes
• Methodologies and templates
• Adoption checklist

THIS STAGE ANSWERS

How do we make this real and sustainable?

PURPOSE

Put the design into practice and ensure it is usable without ongoing dependence.