01
Map the real system
Capture the current workflow, decision owners, handoffs, data sources, pain points, and constraints. Make the situation legible before selecting a technology.
Current-state map · evidence register · decision owners
How the work moves
Start with the work and the outcome.
Clarify the problem, understand the environment, define success, and choose an appropriately sized next step. Technology earns its role after the system is understood.
02
Design the intervention
Choose the smallest useful AI, cloud, web, or workflow change. Define what it must do, what it must never do, and how success will be measured.
Prioritized options · avoid-list · success measures
03
Build with controls
Put human review, access boundaries, monitoring, cost awareness, failure handling, and documentation into the system from the beginning.
Working proof · approval gates · evaluation plan
04
Support the handoff
Leave the team with ownership, runbooks, adoption steps, care plans, and a clear improvement loop instead of a black box.
Runbook · ownership record · next-release criteria
The quality floor
Every recommendation should survive contact with reality.
Claims are tied to evidence. Open questions stay open. Risky or irreversible actions stop for a person. A prototype is called a prototype until it is ready for more.
A supportable finish
The handoff is part of the product.
01 What was decided and why
02 What the system does and does not do
03 Who owns approvals and exceptions
04 How quality, cost, and change are reviewed