The diagnostic sequence
- Kickoff — confirm objective, scope, stakeholders, timeline, governance and success criteria.
- Stakeholder selection — include leadership, process ownership, frontline execution and relevant adjacent teams.
- Evidence capture — use interviews, screen observation where appropriate, documents and structured operational data where useful.
- Current-state understanding — reconstruct the workflow, variants, handoffs, queues, rework, workarounds and system switching.
- Validation — separate confirmed evidence from inference and unresolved assumptions.
- Opportunity identification — consider eliminate, simplify, standardise, automate, augment, integrate, redesign, train or change policy.
- Prioritisation — assess impact, feasibility, data readiness, risk, effort, time to value and dependencies.
- Value modelling — estimate capacity, cost, revenue, cycle-time, quality or risk benefits with transparent assumptions.
- Roadmap — sequence quick wins, prerequisites and strategic initiatives.
- Executive readout — present the conclusions, evidence and recommended first project.
- Implementation transition — convert the diagnostic into a defined next engagement where justified.
Where Iris supports the method
Iris can support unstructured evidence capture through stakeholder interviews and consent-based screen observation, and structured process analysis where the relevant product capability is available. It helps create a more repeatable evidence base for the consultant. The consultant still owns:- the business question;
- scope;
- stakeholder coverage;
- validation;
- recommendation quality;
- executive narrative;
- implementation decisions.