Understand the current work
Map the workflow with the people who perform and own it. Identify friction, repeated effort, unclear handoffs and decisions that need attention.
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02 / Workflow & Adoption Planning
Start with the work. Make the technology earn its place.
Start with the work people need to do. Examine handoffs, decisions, rework and constraints before choosing an intervention. A clearer process, better use of an existing system or targeted new capability may be the right answer.
Talk with MeritWhen to bring us in
- The project needs a clearer view of how day-to-day work will change.
- A workflow is slow, manual or fragmented across systems.
- Leaders need to prioritize improvement and adoption effort before committing more resources.
The work
Clear priorities.
Hands-on support.
Final scope is agreed with each client.
Define the future behaviors
Clarify which tasks, roles and decisions should change. Separate process improvements from technology requirements and identify the people affected.
Prioritize value and adoption effort
Review the potential benefit alongside disruption, readiness, controls and implementation constraints. Make assumptions and dependencies explicit.
Plan a practical next step
Set focused priorities, named owners and evidence requirements. Connect workflow changes to the broader change and adoption plan.
What you can take forward
Useful work.
Usable outputs.
- Current-state workflow and friction map
- Future-state behaviors and role impacts
- Prioritized improvement and adoption opportunities
- Value assumptions and feasibility considerations
- Focused action plan with owners and decision points
The intended outcome
A clear view of what needs to change in the work—and where to focus the technology and adoption effort.
Specific outcomes depend on your context, implementation and adoption. No performance result is guaranteed.