Start with one workflow
What work would
you like to improve?
Tell us about a recurring task, the systems involved and the result your team wants. Start with a general description; detailed data access can follow an agreed process.
A WORKFLOW OPPORTUNITY DISCUSSION
Make the first
conversation useful.
A useful first conversation.
Identify the task and its owner. Review the software already in place, the information needed and a measure of value. Include a technology counterpart and relevant security or compliance colleagues when their requirements affect the scope.
A concrete next step.
If there is a fit, a scoped opportunity workshop can produce a workflow map, an initial data and platform assessment, pilot success criteria and a delivery proposal. Participants, timing and commercial terms are agreed before work begins.
Bring the operating context.
A short process description, approximate frequency and the main systems are enough to begin. Confidential records, personal information and credentials should use an agreed secure process after the appropriate terms are in place.
THE IGNATIUZ 5P APPROACH
A first workflow.
A path to production.
Each phase produces something
your team can review and use
to decide what happens next.
01 / PURPOSE
Define the work worth improving.
Agree the workflow, accountable owner and operational baseline. Check existing software capabilities, source access and the intended measure of value.
A scoped opportunity and a decision about the pilot.
02 / PILOT
Test the result in your context.
Use approved sample information and representative exceptions. Evaluate quality, review effort, access boundaries and full operating cost against the agreed baseline.
Evaluation results and a decision to proceed, refine or stop.
03 / PLAYBOOK
Prepare the people and procedures.
Document the working rules, reviewer roles, training, escalation and fallback process. Agree production responsibilities and the evidence needed for acceptance.
An operating playbook and readiness plan.
04 / PRODUCTION
Release with clear responsibility.
Confirm integration, access tests, acceptance, monitoring and recovery. Agree the support model and release the defined scope with named owners.
An accepted release and support handover.
05 / PERFORMANCE
Keep measuring the useful work.
Review quality, adoption, exception patterns and running cost. Test material changes and use the evidence to decide what should improve or expand.
A performance review and agreed improvement priorities.
A FEW USEFUL ANSWERS
Before we start.
Is the next step always a pilot?
Readiness and the workflow determine the next step. Scope, timing and commercial terms are agreed first.
Do we need production data immediately?
An initial conversation can use an anonymized process description. Actual data access follows the agreed terms and process.
Can security and procurement join early?
Yes. Include the people whose requirements affect the intended deployment and production acceptance.