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Describe a specific workflow and expose its unanswered questions. This is a planning aid, not a certification, audit or automatic readiness score.
A brief for the next decision
The work
Scope and accountable owner
The starting point
Baseline, method and known gaps
The information
Sources, permission and access owner
The dependencies
Connections and responsible teams
The review
Decision point, exceptions and test cases
The investment decision
A first stage and evidence to continue
Keep the status explicit
Known and evidenced
Needs investigation
Owner to confirm
Define the work
A one-sentence scope and a named owner.
Name the trigger, the result and the person accountable. Keep the scope narrow enough that the beginning and end are recognisable.
- What starts the workflow?
- What does a complete result contain?
- Who owns the outcome?
Establish the starting point
A baseline with its measurement method and known gaps.
Observe a representative sample. Separate active work, waiting and correction. Record the period and how the observations were gathered.
- How often does the task occur?
- Where is time spent?
- What does an exception look like?
Understand the information
A source list, access owner and unresolved information questions.
Identify the source records, permission to use them, their quality and any restrictions on the tools that may process them. Resolve access questions with the organisation's responsible owner.
- Which information is necessary?
- Is it complete and available in a usable form?
- Who can approve its use and access?
Map the dependencies
A dependency map with an owner for each connection.
List the systems, teams and suppliers the workflow depends on. Include the connection you would need and who can confirm that it is available.
- Which systems need to exchange information?
- Who controls each integration?
- What happens if a dependency is unavailable?
Design the review
A review point, an exception route and representative test examples.
Decide what the software can prepare or execute and which actions require a person to decide. Give exceptions an owner and define the context they need.
- Where is judgement required?
- Who can amend, reject or approve the output?
- How will mistakes and exceptions be found?
Decide what would justify investment
A proposed first stage and an explicit decision point.
Set an observable success measure and the costs to investigate. Include operating effort and review time. Agree the evidence needed before moving beyond a first stage.
- What improvement matters to the organisation?
- What will implementation and continued operation require?
- What result would cause you to expand, change or stop?
Your starting point
What do you already know?
Use this list to collect the decisions you can support with evidence. It provides a discussion agenda, rather than a readiness score.
Select the areas you have already worked through.