THE ENGAGEMENT MODEL
No predetermined answer.
Every engagement begins with the business — not a framework, technology platform or preferred methodology.
PROCESS
A staged engagement with clear decision gates.
01 UNDERSTAND — Business objectives · Constraints · Stakeholders · Desired outcomes
02 DIAGNOSE — Evidence · Interviews · Data · Artifacts · Workflow
03 PRIORITIZE — Impact · Complexity · Dependencies · Risk · Timing
04 ARCHITECT — Future state · Ownership · Workflow · Technology · Measurement
05 BUILD — Systems · Applications · Enablement · AI · Processes
06 TRANSFER — Documentation · Training · Governance · Ownership
07 INSPECT — Adoption · Performance · Gaps · Iteration
Value should increase throughout the engagement.
ACTIONABLE AWARENESS
↓
EXECUTABLE ARCHITECTURE
↓
CONSUMABLE SYSTEM
The client should be able to stop after a major phase and still possess meaningful, independently usable value. This preserves optionality, creates clear investment gates and reduces dependence on open-ended consulting.
ENGAGEMENT PATHS
Start where the evidence points.
GTM MRI
Purpose: Diagnose.
Typical duration: Approximately 10 business days.
Primary outcome: Prioritized diagnosis and roadmap.
ARCHITECTURE SPRINT
Purpose: Design.
Duration: Varies by scope.
Primary outcome: Executable future-state operating architecture.
SYSTEM BUILD
Purpose: Implement.
Duration: Project dependent.
Primary outcome: Working platform, workflow, application or operating system.
ONGOING ADVISORY
Purpose: Inspect and refine.
Cadence: Defined around client requirements.
Primary outcome: Continuous improvement without unnecessary embedded dependency.