Discover and design
Identify the process, owners, current systems, required records, and reporting needs.
Agree what success looks like, then test the workflow and information with the people who will use it.
Teams move forward with the same context.
Identify the process, owners, current systems, required records, and reporting needs.
Set up forms, permissions, workflows, and approved connections. Test normal work and exceptions.
Train users, launch the agreed scope, and review results against the initial measures.