From first conversation to working handover
Scope, acceptance and ownership stay visible from the first workshop. Progress means an agreed output—not a percentage on a slide.
Plan the first workshopWalk through a normal transaction and an exception with Sales, Operations and Finance. Record the current tools, handoffs and decision owners.
Can each owner recognise their actual work in the map?
Shared work, explicit ownership
Sets priorities, nominates process owners, provides authorised information and approves acceptance and rollout decisions.
Maps the agreed process, coordinates configuration and testing, records issues and prepares the scoped handover.
Provide product capabilities, licences and support under their own terms. Product limits stay visible in the solution scope.
When the business asks for more
New requirements are recorded with their business reason, dependencies and effect on scope. Delivery effort, timing and cost are reviewed before the change is approved.
Project duration follows the agreed scope, information readiness and available people. This example does not promise a fixed launch date.
Put the next step in focus
Start with the workflows you need, the people available to validate them and the evidence your sponsor will expect.