Choose the scope
Identify the team taking part, the applications they use, and the information needed to understand the workflow.
Agree how the work will be done.
Before discovery begins, agree which team and systems are involved, what information is needed, and who is responsible for it. These decisions guide the engagement through implementation and ongoing operation.
Involve the team
Explain what discovery is for. Ask the people doing the work to help interpret the patterns and check that the findings match their experience.
Review data and access permissions
Agree permissions and data handling before connecting systems, reviewing documents, or collecting activity. Before deployment, review what the automation can do and which actions need business approval.
Assign responsibility for ongoing operation
Name who handles a business exception, who fixes a technical issue, and who approves changes to the workflow.
Include IT early
Bring your IT or security lead into the discussion before decisions about access and ongoing operation are made.
Agree who delivers and who operates
For consultant-led engagements, the consultancy owns its client relationship and implementation. Direct engagements establish the responsibilities of Frank Signal, the company team, and any other delivery partners. The plan identifies who approves changes and who operates the resulting workflows.
Compare results with the starting position
Track time released, cash savings, and growth benefits separately. Include what the workflow costs to implement and run. Keep human review where it is needed, and update the business case as results come in.