Bucket 01
Discovery & Roadmap
A solution-neutral review of current workflows, tools, data, and admin pain points so the next step is practical rather than assumed.
- Best for
- Teams that know the current process is fragile but are not sure whether the answer is better tools, automation, or a custom build.
- Typical output
- A current-state map, risk notes, practical options, and a recommended first build or setup path.
- Workflow and tool review
- Data and admin pain points
- Recommended route