Engagement flow
A steady sequence so planners know when workshops land, when shadow weeks run, and when documentation freezes for audit.
- 1
Discovery intake
We document the decisions you make weekly, the data you trust, and the forums where metrics misfire.
- 2
Source mapping
We trace extracts—not mythical real-time pipes—so definitions match what IT can maintain.
- 3
Prototype window
Issue-priority views and ladders appear in a sandbox for planners to poke at.
- 4
Shadow operations
Alerts and reviews run beside production until supervisors agree the noise level is right.
- 5
Hand-off
Documentation, training, and governance notes for teams who onboard later.
- 6
Quarterly tune-up (optional)
Retainer clients refresh thresholds when categories shift or new lanes spin up.
Before / after
Before
Metrics live in competing tabs; Monday meetings start with reconciling numbers.
After
Shared definitions, sequenced exceptions, and calmer escalations.