Understand before recommending
We begin with the problem and the people who live with it. A workflow review helps distinguish a genuine opportunity from a tool looking for somewhere to be used. Leadership sets the objective; colleagues close to the work help explain exceptions, handoffs, and constraints.
We ask for the evidence already available and identify what is missing. That may include volumes, examples, current systems, review effort, or the way a decision is made today. Unknowns become part of the assessment.
Assess value and practical fit
We compare plausible responses against the business objective. An existing tool, a process adjustment, an adapted product, or a custom solution may each deserve consideration. The recommendation should explain why a particular approach fits and which assumptions still need testing.
We look at information quality, systems access, ownership, cost, human involvement, and adoption. An opportunity can have potential and still need preparatory work before a pilot makes sense.
