01
Baseline
Agree the workflow, period, source records, owners and measurable starting values before configuration begins.
Customer proof
Pilot evidence and case-study framework
A publishable case study starts with an agreed baseline and ends only with customer approval. Until then, results remain private and are never presented as public claims.
02
Instrumentation
Define how schedule adherence, waiting, rework, search time and quality evidence will be measured.
03
Pilot log
Record deployment dates, training, adoption, incidents, scope changes and excluded factors.
04
Result review
Compare like-for-like periods, explain limitations and have operational owners verify the calculation.
05
Publication approval
Obtain written approval for company identity, quote, metrics, screenshots and named role before publishing.
06
Template output
Produce a concise problem, rollout, architecture, verified outcome and next-step narrative with source evidence retained privately.