Eight frames follow an engagement from the first discovery workshop through the written findings to the hand-over session.
01 · Workshop room Discovery workshops run in a plain room with whiteboards on two walls, because the first day is about getting what people already know out of their heads.02 · Workflow review A review session seats the people who actually do the work. Nothing gets automated before the person who runs the step has described it end to end.03 · Mapping the steps The workflow is drawn on paper first and only then rebuilt in software, which is how the four steps that should stay manual usually reveal themselves.04 · Signal language The house waveform marks each phase of an engagement in the written reports, giving discovery, roadmap and review a consistent visual index.05 · Between sessions Most of the readiness assessment happens away from the room, reading the data and the records rather than the tool the client already has in mind.06 · Findings, then advice Observations are separated from recommendations in every written finding, so a client can disagree with the advice without losing the evidence.07 · Hands on the tool Training is run on the client's own documents. People leave the session having done the work once, not having watched a demonstration of it.08 · Sign-off wave The closing wave marks the end of an engagement report, the same mark that opens the next quarter's advisory session.
It is published in the open, where anyone can copy it, so it is left short of its final polish and audit pass. The design chosen is fully audited and polished before it goes live.
