Discovery and scope
Describe the question, existing systems, intended users and proposed outputs. Establish the purpose and boundaries of the engagement.
Institutional implementation brings together the workflow, information permissions, technical boundaries and responsibilities needed to evaluate and operate an agreed configuration.
01 / Explore the approach
These stages provide a framework for an implementation discussion. The delivery scope, support arrangements and progression criteria would be set out in the relevant agreement.
Describe the question, existing systems, intended users and proposed outputs. Establish the purpose and boundaries of the engagement.
Review source permissions, input requirements, access arrangements and the proposed delivery route. Identify dependencies that need to be resolved before progressing.
Agree how outputs will be examined, how limitations and findings will be recorded, and what evidence is needed before the next stage.
Define responsibility for configuration, access, change management, documentation, training and support within the agreed operating model.
02 / The essential questions
Named responsibilities, dependencies and agreed acceptance criteria.
The documentation, training and access arrangements required for the scope.
Agreed channels, contacts, escalation routes and operating responsibilities.
How requests, configuration changes and release decisions would be handled.
Let’s talk
Outline the intended workflow, environment and responsibilities to be agreed.
Start a conversation Any evaluation, implementation or support arrangement is subject to an agreed scope and terms.