1. Discover and define
Review the customer journey, existing setup and desired outcome. Identify the information, access and evidence needed to make a sound recommendation. Separate known work from questions that need investigation.
Clear decisions and a reviewable scope keep the work connected to the business goal.
Review the customer journey, existing setup and desired outcome. Identify the information, access and evidence needed to make a sound recommendation. Separate known work from questions that need investigation.
Agree deliverables, quantities, exclusions, owners and acceptance checks. Confirm the cost basis, timing assumptions and billing arrangement. Record what depends on client input and how changes will be handled.
Deliver in useful stages and keep decisions visible. Review the work against agreed customer tasks and technical requirements. Resolve defects and document any remaining limitations before handover.
Transfer the relevant deliverables, access and operating instructions. Agree any ongoing support separately. Use the available evidence to decide what to improve next, without treating every observed change as a result caused by the project.
Tell us where you are, what needs to change, and what success would look like for your business.