Configure for the question
Ask what information is actually needed to answer the client decision. A narrow process may require a handful of representative stakeholders; a broader cross-functional diagnostic may require more coverage and structured data.Evidence-source decisions
Interviews
Use when decisions, exceptions, workarounds and employee context matter.Screen observation
Use selectively when granular task behaviour is important and the participant can provide informed consent.Structured data
Use when volumes, timings, variants or event sequences are important to the analysis.Avoid over-collection
More evidence is not automatically better. Additional sources create participant effort, data-handling responsibility and analysis work.Record important assumptions
Keep a short list of:- process boundaries;
- excluded teams;
- missing evidence;
- known data-quality issues;
- stakeholder gaps.
Current Iris configuration controls, defaults and package limitations are [PRODUCT DETAIL TO CONFIRM].