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Before kickoff

Please identify:
  • the business problem you want to understand;
  • the process start and end points;
  • the executive sponsor;
  • the process owner;
  • representative frontline participants;
  • relevant adjacent teams;
  • known systems and data sources;
  • important deadlines or decisions.

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Stakeholder selection

Include people who:
  • own the outcome;
  • manage the process;
  • perform the work regularly;
  • handle exceptions;
  • receive outputs downstream;
  • understand relevant systems or data.
Avoid selecting only senior managers; frontline evidence is important for understanding the real workflow.

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Data preparation

Do not send large exports until the required fields and secure transfer method are agreed. The consulting team will request the minimum data needed for the agreed business question.

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During the engagement

Please help ensure stakeholders are available, questions are answered promptly and material findings are reviewed by the appropriate owners. The goal is a validated view of the current state and a clear decision on what should happen next.