Understand before digitising.

1. 01

   Understand

   Interviews, context, requirements and mapping of the current state.

   • Conversations with those who decide and those who execute the process.
   • A reading of the organisation’s context, objectives and constraints.
   • Mapping of the current state: flows, systems, documents and controls.
   • Identification of the problem that actually needs to be solved.

2. 02

   Structure

   Process design, responsibilities, documentation and controls.

   • Definition of the target process, with clear roles and interfaces.
   • Organisation of documents, standards and responsibilities.
   • Design of controls and indicators proportionate to the risk.
   • Prioritisation of what should be implemented first.

3. 03

   Develop

   Implementation of management improvements and, when needed, of digital solutions.

   • Implementation of the agreed management changes.
   • Development of the digital solution only when it sustains the process.
   • Fine-tuning with the real users of the workflow.
   • Documentation of what was defined, in operational language.

4. 04

   Evolve

   Measurement, monitoring and continuous improvement.

   • Follow-up of indicators and action plans.
   • A check of whether the change produced the expected effect.
   • Identification of new bottlenecks based on evidence.
   • Evolution of the process and, if there is one, of the system that supports it.

Software is not the starting point. It is one of the possible ways to sustain what was structured.