Operating assessment
Company executive or sponsor with a management counterpart
- Included work
- Observe a bounded workflow, map data and controls, establish the economic baseline and compare existing tools, process changes and custom engineering.
- Acceptance and decision gate
- A decision memo with build/buy/no-build recommendation, dependencies, cost envelope and the first acceptance plan. The client owner approves the decision, including a decision to stop.
- Dependencies and exclusions
- No production rollout, unlimited discovery, enterprise audit or financial guarantee. Access to representative work and an available operating owner are prerequisites.
- Client handover
- Operating charter, source and assumption register, prioritized risks and an editable next-step plan.

