1
Assess
Understand your records, systems, stakeholders and business goals. Identify requirements, constraints and open questions before defining the work.
What this produces
- Current-state findings
- Requirements and constraints
- Scope and priorities
Our Approach
A clear path from discovery to delivery.
Define the problem, agree on the work and review the results. A practical approach that connects information, systems and people.
2
Plan
Agree on the deliverables, responsibilities, handling requirements and validation approach. For conversion work, use representative samples to test assumptions.
What this produces
- Project scope and delivery plan
- Defined roles and decision owners
- Sample and validation criteria
3
Deliver
Execute the agreed work with clear communication, progress tracking and exception management. Keep stakeholders informed when a decision affects the scope.
What this produces
- Agreed project deliverables
- Progress and issue tracking
- Documented decisions
4
Validate
Review the outputs against the agreed criteria, reconcile conversion results where applicable and support the handoff to your team.
What this produces
- Validation findings
- Exception review and resolution plan
- Handoff and adoption support
Clear decisions. Useful handoffs.
Every engagement needs defined responsibilities, an agreed validation approach and a place to track exceptions. We work with the people who own the process and will use the outputs.
What needs to work better?
Tell us about your records, systems or process challenges.