1. Define the engagement
The consultant starts with a client, project context and business question. The quality of the output depends heavily on good scope.2. Capture evidence
Depending on the engagement, evidence may include:- AI-led stakeholder interviews;
- consent-based screen observation;
- structured operational records;
- supporting process or policy information.
3. Build current-state understanding
Iris helps structure how work happens across activities, handoffs, branches, loops, variants and friction points.4. Inspect and validate
The consultant reviews the evidence, identifies contradictions or gaps and validates material findings with the client.5. Develop opportunities
The evidence can support opportunities involving process redesign, automation, integration or AI. These are not final recommendations until reviewed by the consultant.6. Build the commercial case
Use validated baseline evidence and assumptions to estimate expected value, implementation priorities and the roadmap.The important boundary
Iris supports the evidence and analysis layer. It does not independently own the client decision, recommendation, implementation or realised-benefits measurement.Exact workflow screens and package-specific functionality should be updated against the live product where marked [PRODUCT DETAIL TO CONFIRM].