Build n BloomFit Call
Fit Note
- What we saw
- What you told us
- What we think might be true
- What we do not know
- One useful next step
Written byBuild n Bloom
To keep whether or not you proceed.
Qualification and conflict review
Proposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Enquiry accepted for assessment
Input
Requirements
Input
capability
Input
conflicts
Input
rights records
A14business coordinator
Operations coordinator
- Takes in
- Approved role/permission data, current portfolio, obligations, commitments and vendor/service records
- Hands on
- Operating brief, handover/access requests, role brief and supplier/licence options
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W03Proposed
Output
Fit/conflict gaps and pursue/defer/decline options
- For
- Partner / operations
- Aims to remove
- Manually assembling fit/conflict information; judgement remains with the partner.
Responsible partner resolves conflicts and acceptance
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Obligations, access and people handover
Proposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Joiner/leaver, access or obligation change
Input
Role
Input
client obligations
Input
permissions
Input
retention records
A14business coordinator
Operations coordinator
- Takes in
- Approved role/permission data, current portfolio, obligations, commitments and vendor/service records
- Hands on
- Operating brief, handover/access requests, role brief and supplier/licence options
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W26Proposed
Output
Access-change requests, due items and handover checklist
- For
- Operations / authorised owner
- Aims to remove
- Fragmented joiner/leaver, account-handover and obligation checklists.
Authorised humans execute HR/access/retention decisions
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Win work
Practice development agentResearch assistantWriting assistant
Output
Checked relevance brief, evidence and discovery questions
Partner chooses whether and how to pursue
Client coordinatorResearch assistantMeeting assistant
Output
Meeting brief, questions and proposed next steps
Human conducts discovery and confirms buyer need
Operations coordinatorEvidence analystReview assistant
Output
Fit/conflict gaps and pursue/defer/decline options
Responsible partner resolves conflicts and acceptance
Practice development agentResearch assistantWriting assistantReview assistant
Output
Requirement-linked proposal draft and unanswered conditions
Partner approves claims and submission
Scope analystEvidence analystAnalysis assistantWriting assistant
Output
Proposed work plan, scope options and fee assumptions
Partner agrees price, terms and commitments
Engagement coordinatorEvidence analystWriting assistantReview assistant
Output
Checked engagement brief with commitments and gaps
Manager accepts the handover; ambiguous promises are returned
Opportunity briefProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
New lead or relevant market event
Input
Public sources
Input
firm offer
Input
permitted account context
A16business coordinator
Practice development agent
- Takes in
- Service portfolio, public sources, permitted account context, approved claims and capacity assumptions
- Hands on
- Opportunity/discovery brief, proposal package and content draft for owner review
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W01Proposed
Output
Checked relevance brief, evidence and discovery questions
- For
- Partner / consultant
- Aims to remove
- Open-ended account trawling and rebuilding a relevance brief.
Partner chooses whether and how to pursue
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Discovery preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Discovery conversation scheduled
Input
Enquiry
Input
prior permitted conversations
Input
service method
A13business coordinator
Client coordinator
- Takes in
- Permitted account context, confirmed objectives, active engagements, feedback and client questions
- Hands on
- Meeting/account brief, response draft, service update and proposed client next action
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A07specialist
Meeting assistant
- Takes in
- Purpose; current work; permitted notes; commitments
- Hands on
- Pre-read/agenda or proposed decision/action record
W02Proposed
Output
Meeting brief, questions and proposed next steps
- For
- Partner / engagement lead
- Aims to remove
- Collecting scattered meeting context and writing the same preparation notes.
Human conducts discovery and confirms buyer need
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Qualification and conflict reviewProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Enquiry accepted for assessment
Input
Requirements
Input
capability
Input
conflicts
Input
rights records
A14business coordinator
Operations coordinator
- Takes in
- Approved role/permission data, current portfolio, obligations, commitments and vendor/service records
- Hands on
- Operating brief, handover/access requests, role brief and supplier/licence options
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W03Proposed
Output
Fit/conflict gaps and pursue/defer/decline options
- For
- Partner / operations
- Aims to remove
- Manually assembling fit/conflict information; judgement remains with the partner.
Responsible partner resolves conflicts and acceptance
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Proposal and bid responseProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Qualified brief or RFP received
Input
Requirements
Input
checked credentials
Input
approved precedents
A16business coordinator
Practice development agent
- Takes in
- Service portfolio, public sources, permitted account context, approved claims and capacity assumptions
- Hands on
- Opportunity/discovery brief, proposal package and content draft for owner review
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W04Proposed
Output
Requirement-linked proposal draft and unanswered conditions
- For
- Partner / bid lead
- Aims to remove
- Retyping credentials and hunting approved examples for each bid.
Partner approves claims and submission
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Scope and fee preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Service approach selected
Input
Objectives
Input
method
Input
effort assumptions
Input
rates
Input
exclusions
A11business coordinator
Scope analyst
- Takes in
- Authoritative terms, requests, assumptions, actuals, estimate to complete and constraints
- Hands on
- Scope/fee options, conflict questions, variance and proposed change package
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W05Proposed
Output
Proposed work plan, scope options and fee assumptions
- For
- Partner / engagement lead
- Aims to remove
- Rebuilding a work breakdown and effort assumptions without past delivery context.
Partner agrees price, terms and commitments
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Sales-to-delivery handoverProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Agreement recorded by authorised owner
Input
Authoritative agreement
Input
promises
Input
intake evidence
A09business coordinator
Engagement coordinator
- Takes in
- Agreement, approved plan, method, confirmed commitments, current evidence and output state
- Hands on
- Prepared plan, assigned proposed next actions, progress exceptions and closeout package
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W06Proposed
Output
Checked engagement brief with commitments and gaps
- For
- Partner / manager
- Aims to remove
- Re-briefing the delivery team from emails and informal promises.
Manager accepts the handover; ambiguous promises are returned
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Deliver engagements
Deliver engagements9
Engagement coordinatorEvidence analystWriting assistant
Output
Project brief, evidence requests and review plan
Lead confirms staffing, dates and permissions
Evidence analystReview assistant
Output
Indexed evidence pack, gaps and contradictions
Case owner confirms evidence sufficiency
W09 · Proposed · Design only
Interview or qualitative synthesis
TriggerAuthorised notes ready for analysis
Evidence analystAnalysis assistantReview assistant
Output
Traceable candidate themes, counterexamples and questions
Qualified researcher decides interpretation and warranted claims
Analysis assistantResearch assistantReview assistant
Output
Analysis workpaper, scenarios and unresolved tests
Specialist decides meaning and recommendation
W11 · Proposed · Design only
Workshop and design session
TriggerClient decision or alignment session planned
Meeting assistantAnalysis assistantWriting assistant
Output
Facilitation pack, options and proposed decision record
Human facilitates disagreement and confirms decisions
W12 · Proposed · Design only
Report or service briefing
TriggerReviewed analysis ready for communication
Writing assistantReview assistant
Output
Editable report or briefing for professional review
Specialist owns advice and issue decision
NextW13
W13 · Proposed · Design only
Revision, review and issue preparation
TriggerDraft, source or client comments change
Revision assistantReview assistantWriting assistant
Output
Change pack, proposed corrections and version-bound review record
Reviewer approves/returns/holds; client lead separately issues
NextW19
Engagement coordinatorEvidence analystAnalysis assistantMeeting assistant
Output
Progress gaps, blockers, recovery options and questions
Lead judges materiality; client confirms decisions and outcomes
W41 · Proposed · Design only
Interview programme preparation
TriggerAn agreed service requires stakeholder evidence
Engagement coordinatorMeeting assistantEvidence analyst
Output
Interview guide, sampling gaps, scheduling requests and capture plan
Research lead approves method; authorised people contact participants and confirm permissions
Mobilise an engagementProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Reviewed agreement and authorised start
Input
Scope
Input
owner map
Input
staff availability
Input
source policy
A09business coordinator
Engagement coordinator
- Takes in
- Agreement, approved plan, method, confirmed commitments, current evidence and output state
- Hands on
- Prepared plan, assigned proposed next actions, progress exceptions and closeout package
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W07Proposed
Output
Project brief, evidence requests and review plan
- For
- Manager / operations
- Aims to remove
- Re-entering agreed scope as tasks, requests and review checkpoints.
Lead confirms staffing, dates and permissions
Missing/conflicting sources, unsupported calculations or unresolved judgement produce a partial result or explicit hold on the affected output.
Evidence intake and readinessProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Case material arrives
Input
Permitted files
Input
completeness criteria
Input
version metadata
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W08Proposed
Output
Indexed evidence pack, gaps and contradictions
- For
- Consultant / analyst
- Aims to remove
- Manual file/version indexing and repeated completeness checks.
Case owner confirms evidence sufficiency
Missing/conflicting sources, unsupported calculations or unresolved judgement produce a partial result or explicit hold on the affected output.
Interview or qualitative synthesisProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Authorised notes ready for analysis
Input
Interview notes
Input
consent/rights
Input
analysis method
Input
sample limits
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W09Proposed
Output
Traceable candidate themes, counterexamples and questions
- For
- Consultant / research lead
- Aims to remove
- First-pass coding, quote retrieval and repetitive theme collation.
Qualified researcher decides interpretation and warranted claims
Missing/conflicting sources, unsupported calculations or unresolved judgement produce a partial result or explicit hold on the affected output.
Analysis and hypothesis testingProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Defined analytical question
Input
Evidence
Input
models
Input
assumptions
Input
alternative explanations
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W10Proposed
Output
Analysis workpaper, scenarios and unresolved tests
- For
- Consultant / specialist
- Aims to remove
- Repetitive calculations, comparison layouts and scenario preparation.
Specialist decides meaning and recommendation
Missing/conflicting sources, unsupported calculations or unresolved judgement produce a partial result or explicit hold on the affected output.
Workshop and design sessionProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Client decision or alignment session planned
Input
Accepted findings
Input
stakeholder constraints
Input
session aim
A07specialist
Meeting assistant
- Takes in
- Purpose; current work; permitted notes; commitments
- Hands on
- Pre-read/agenda or proposed decision/action record
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W11Proposed
Output
Facilitation pack, options and proposed decision record
- For
- Lead / facilitator
- Aims to remove
- Assembling workshop materials and transcribing candidate decisions.
Human facilitates disagreement and confirms decisions
Missing/conflicting sources, unsupported calculations or unresolved judgement produce a partial result or explicit hold on the affected output.
Report or service briefingProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Reviewed analysis ready for communication
Input
Accepted findings
Input
sources
Input
client context
Input
output template
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W12Proposed
Output
Editable report or briefing for professional review
- For
- Consultant / engagement lead
- Aims to remove
- Blank-page drafting, formatting and recreating the accepted analytical basis.
Specialist owns advice and issue decision
Missing/conflicting sources, unsupported calculations or unresolved judgement produce a partial result or explicit hold on the affected output.
Revision, review and issue preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Draft, source or client comments change
Input
Exact source/report versions
Input
comments
Input
approval basis
A05specialist
Revision assistant
- Takes in
- Old/new sources; output dependencies; report versions
- Hands on
- Change-impact pack and editable suggested revisions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W13Proposed
Output
Change pack, proposed corrections and version-bound review record
- For
- Consultant / reviewer
- Aims to remove
- Comparing versions by hand and reconstructing why earlier corrections were made.
Reviewer approves/returns/holds; client lead separately issues
Missing/conflicting sources, unsupported calculations or unresolved judgement produce a partial result or explicit hold on the affected output.
Implementation progress reviewProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Agreed implementation checkpoint
Input
Confirmed plan
Input
owners
Input
client updates
Input
outcome evidence
A09business coordinator
Engagement coordinator
- Takes in
- Agreement, approved plan, method, confirmed commitments, current evidence and output state
- Hands on
- Prepared plan, assigned proposed next actions, progress exceptions and closeout package
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A07specialist
Meeting assistant
- Takes in
- Purpose; current work; permitted notes; commitments
- Hands on
- Pre-read/agenda or proposed decision/action record
W14Proposed
Output
Progress gaps, blockers, recovery options and questions
- For
- Manager / client lead
- Aims to remove
- Chasing progress updates and separating completed activities from useful results.
Lead judges materiality; client confirms decisions and outcomes
Missing/conflicting sources, unsupported calculations or unresolved judgement produce a partial result or explicit hold on the affected output.
Interview programme preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
An agreed service requires stakeholder evidence
Input
Research question
Input
stakeholder map
Input
interview method
Input
consent requirements
A09business coordinator
Engagement coordinator
- Takes in
- Agreement, approved plan, method, confirmed commitments, current evidence and output state
- Hands on
- Prepared plan, assigned proposed next actions, progress exceptions and closeout package
A07specialist
Meeting assistant
- Takes in
- Purpose; current work; permitted notes; commitments
- Hands on
- Pre-read/agenda or proposed decision/action record
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
W41Proposed
Output
Interview guide, sampling gaps, scheduling requests and capture plan
- For
- Nadia / research lead
- Aims to remove
- Retyping guides, stakeholder lists and interview coordination requests.
Research lead approves method; authorised people contact participants and confirm permissions
Missing/conflicting sources, unsupported calculations or unresolved judgement produce a partial result or explicit hold on the affected output.
Serve clients
Serve clients7
W15 · Proposed · Design only
Client meeting and commitments
TriggerClient conversation scheduled or notes approved
Client coordinatorResearch assistantMeeting assistant
Output
Pre-read plus proposed decisions/actions for confirmation
Lead confirms promises and sends any communication
W16 · Proposed · Design only
Account review and next engagement
TriggerRelationship review due or relevant change
Client coordinatorResearch assistantAnalysis assistantWriting assistant
Output
Account brief, unmet questions and next-scope hypotheses
Partner owns relationship; no inferred consent or auto-upsell
W17 · Proposed · Design only
Client feedback and service recovery
TriggerFeedback, complaint or concern received
Client coordinatorEvidence analystWriting assistantReview assistant
Output
Issue brief, response options and corrective actions for review
Lead decides response and any commercial remedy
Engagement coordinatorResearch assistantWriting assistantRevision assistantReview assistant
Output
Updated briefing with changes, exceptions and reviewer queue
Service owner approves each issue; continuity is not auto-renewal
W19 · Proposed · Design only
Acceptance and engagement closeout
TriggerDeliverable issued or response received
Engagement coordinatorEvidence analystReview assistantWriting assistant
Output
Delivery/acceptance gaps, outstanding actions and closeout record
Actual acceptance evidenced; lead and finance retain separate decisions
W33 · Proposed · Design only
Material-change monitoring
TriggerA permitted source, client decision or subscribed external signal changes
Revision assistantResearch assistantEvidence analystReview assistant
Output
Relevant change brief with affected work and unaffected work identified
Lead decides materiality and any reassessment; no automatic rewrite of issued advice
W40 · Proposed · Design only
Client question and response preparation
TriggerA client asks a question about current or prior engagement work
Client coordinatorEvidence analystWriting assistantReview assistant
Output
Source-linked response draft or a proposed new analysis/scope question
Responsible professional validates advice; client lead approves communication
Client meeting and commitmentsProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Client conversation scheduled or notes approved
Input
Permitted history
Input
current case
Input
confirmed commitments
A13business coordinator
Client coordinator
- Takes in
- Permitted account context, confirmed objectives, active engagements, feedback and client questions
- Hands on
- Meeting/account brief, response draft, service update and proposed client next action
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A07specialist
Meeting assistant
- Takes in
- Purpose; current work; permitted notes; commitments
- Hands on
- Pre-read/agenda or proposed decision/action record
W15Proposed
Output
Pre-read plus proposed decisions/actions for confirmation
- For
- Account / engagement lead
- Aims to remove
- Preparing status from memory and manually collating proposed commitments.
Lead confirms promises and sends any communication
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Account review and next engagementProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Relationship review due or relevant change
Input
Agreed objectives
Input
engagement history
Input
real client feedback
A13business coordinator
Client coordinator
- Takes in
- Permitted account context, confirmed objectives, active engagements, feedback and client questions
- Hands on
- Meeting/account brief, response draft, service update and proposed client next action
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W16Proposed
Output
Account brief, unmet questions and next-scope hypotheses
- For
- Partner / account lead
- Aims to remove
- Reconstructing account history before a relationship review.
Partner owns relationship; no inferred consent or auto-upsell
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Client feedback and service recoveryProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Feedback, complaint or concern received
Input
Actual feedback
Input
agreed scope
Input
delivery evidence
A13business coordinator
Client coordinator
- Takes in
- Permitted account context, confirmed objectives, active engagements, feedback and client questions
- Hands on
- Meeting/account brief, response draft, service update and proposed client next action
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W17Proposed
Output
Issue brief, response options and corrective actions for review
- For
- Partner / engagement lead
- Aims to remove
- Assembling the timeline and evidence behind a client concern.
Lead decides response and any commercial remedy
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Recurring service preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Agreed briefing/report cycle
Input
Authorised updated sources
Input
method
Input
prior issued output
A09business coordinator
Engagement coordinator
- Takes in
- Agreement, approved plan, method, confirmed commitments, current evidence and output state
- Hands on
- Prepared plan, assigned proposed next actions, progress exceptions and closeout package
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
A05specialist
Revision assistant
- Takes in
- Old/new sources; output dependencies; report versions
- Hands on
- Change-impact pack and editable suggested revisions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W18Proposed
Output
Updated briefing with changes, exceptions and reviewer queue
- For
- Service owner / consultant
- Aims to remove
- Starting each agreed reporting cycle from a blank document.
Service owner approves each issue; continuity is not auto-renewal
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Acceptance and engagement closeoutProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Deliverable issued or response received
Input
Issued versions
Input
scope
Input
actual client response
Input
open obligations
A09business coordinator
Engagement coordinator
- Takes in
- Agreement, approved plan, method, confirmed commitments, current evidence and output state
- Hands on
- Prepared plan, assigned proposed next actions, progress exceptions and closeout package
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W19Proposed
Output
Delivery/acceptance gaps, outstanding actions and closeout record
- For
- Client lead / operations
- Aims to remove
- Chasing the issued version, acceptance evidence and unresolved obligations.
Actual acceptance evidenced; lead and finance retain separate decisions
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Material-change monitoringProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
A permitted source, client decision or subscribed external signal changes
Input
Previous basis
Input
current source
Input
subscriptions
Input
materiality rules
A05specialist
Revision assistant
- Takes in
- Old/new sources; output dependencies; report versions
- Hands on
- Change-impact pack and editable suggested revisions
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W33Proposed
Output
Relevant change brief with affected work and unaffected work identified
- For
- Client lead / method owner
- Aims to remove
- Repeated scanning and checking which changes matter to current client work.
Lead decides materiality and any reassessment; no automatic rewrite of issued advice
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Client question and response preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
A client asks a question about current or prior engagement work
Input
Exact question
Input
current accepted work
Input
sources
Input
scope
A13business coordinator
Client coordinator
- Takes in
- Permitted account context, confirmed objectives, active engagements, feedback and client questions
- Hands on
- Meeting/account brief, response draft, service update and proposed client next action
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W40Proposed
Output
Source-linked response draft or a proposed new analysis/scope question
- For
- Nadia / specialist / Maya
- Aims to remove
- Reconstructing the accepted advice and source basis for a client question.
Responsible professional validates advice; client lead approves communication
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Run the firm
Run the firm11
W20 · Proposed · Design only
Pipeline and reviewer-capacity review
TriggerWeekly review or committed start changes
Capacity plannerAnalysis assistantWriting assistant
Output
Capacity choices and conflicts with missing inputs explicit
Human allocates work, changes starts or authorises contractors
Operations coordinatorEvidence analystAnalysis assistantWriting assistant
Output
Decision-focused portfolio brief with exceptions and owners
Leads set priorities; missing status is not inferred progress
W22 · Proposed · Design only
Subcontractor coordination
TriggerApproved external contribution required
Engagement coordinatorEvidence analystWriting assistantReview assistant
Output
Bounded brief, dependencies and review/handover checklist
Human commits spend, grants access and accepts work
Scope analystEvidence analystAnalysis assistantWriting assistant
Output
Variance explanation, uncertainty and change options
Lead validates scope; finance owns accounting and fee action
Finance coordinatorEvidence analystReview assistant
Output
Prepared billing evidence and specific holds
Finance decides invoice; drafting never establishes billable acceptance
NextW25
W25 · Proposed · Design only
Receivables and dispute preparation
TriggerFinance review due or dispute received
Finance coordinatorEvidence analystWriting assistant
Output
Exception list and contextual follow-up brief
Finance/client owner chooses collection action; no payment movement
W26 · Proposed · Design only
Obligations, access and people handover
TriggerJoiner/leaver, access or obligation change
Operations coordinatorEvidence analystReview assistant
Output
Access-change requests, due items and handover checklist
Authorised humans execute HR/access/retention decisions
W35 · Proposed · Design only
Cash and commitments review
TriggerFinance review cycle or a material cash/cost change
Finance coordinatorAnalysis assistant
Output
Cash scenario, upcoming commitments and decision options
Finance validates figures; authorised owner decides spending, funding or collection action
W37 · Proposed · Design only
Hiring and role preparation
TriggerA persistent capability gap survives capacity and subcontracting review
Operations coordinatorCapacity plannerWriting assistant
Output
Role brief, hire/contract/defer options and onboarding needs
Humans approve roles, hiring and candidate decisions; no employee scoring
W38 · Proposed · Design only
Supplier, licence and spend review
TriggerNew supplier need, renewal or material usage/cost variance
Operations coordinatorFinance coordinatorReview assistant
Output
Renewal/spend options, access implications and required decisions
Authorised owner commits spend, changes contracts or cancels services
W39 · Proposed · Design only
Effort and expense preparation
TriggerA timesheet/expense cycle or engagement review is due
Finance coordinatorOperations coordinatorEvidence analyst
Output
Suggested coding, missing items and draft entries from actual records
Person confirms actual hours/expense; designated approver accepts; no inferred billable time
Pipeline and reviewer-capacity reviewProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Weekly review or committed start changes
Input
Committed work
Input
labelled pipeline
Input
skills
Input
leave
Input
review queue
A10business coordinator
Capacity planner
- Takes in
- Availability, verified skills, leave, assignments, effort assumptions and review demand
- Hands on
- Capacity conflicts, alternative allocations and capability/hiring options
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W20Proposed
Output
Capacity choices and conflicts with missing inputs explicit
- For
- Partner / operations
- Aims to remove
- Reconciling pipeline, delivery demand and scarce reviewer availability by hand.
Human allocates work, changes starts or authorises contractors
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Portfolio and operating reviewProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Management review due
Input
Current engagement
Input
account
Input
risk
Input
action records
A14business coordinator
Operations coordinator
- Takes in
- Approved role/permission data, current portfolio, obligations, commitments and vendor/service records
- Hands on
- Operating brief, handover/access requests, role brief and supplier/licence options
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W21Proposed
Output
Decision-focused portfolio brief with exceptions and owners
- For
- Partner / operations / managers
- Aims to remove
- Assembling a firm review from separate engagement status requests.
Leads set priorities; missing status is not inferred progress
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Subcontractor coordinationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Approved external contribution required
Input
Approved scope
Input
supplier terms
Input
deliverables
Input
access needs
A09business coordinator
Engagement coordinator
- Takes in
- Agreement, approved plan, method, confirmed commitments, current evidence and output state
- Hands on
- Prepared plan, assigned proposed next actions, progress exceptions and closeout package
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W22Proposed
Output
Bounded brief, dependencies and review/handover checklist
- For
- Manager / operations
- Aims to remove
- Repeated supplier briefing and tracking disconnected contribution handoffs.
Human commits spend, grants access and accepts work
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Scope, effort and margin reviewProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
New request or project variance
Input
Contract
Input
change history
Input
actuals
Input
estimate to complete
A11business coordinator
Scope analyst
- Takes in
- Authoritative terms, requests, assumptions, actuals, estimate to complete and constraints
- Hands on
- Scope/fee options, conflict questions, variance and proposed change package
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W23Proposed
Output
Variance explanation, uncertainty and change options
- For
- Lead / partner / finance
- Aims to remove
- Finding the agreed scope, changes and effort evidence for each variance discussion.
Lead validates scope; finance owns accounting and fee action
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Billing-readiness reviewProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Contractual milestone or billing cycle
Input
Authoritative terms
Input
delivery/acceptance evidence
Input
approved changes
A12business coordinator
Finance coordinator
- Takes in
- Authoritative accounting/PSA records, actual terms, acceptance, reported time, receipts and approved assumptions
- Hands on
- Billing/expense draft evidence, holds, receivables brief and cash scenarios
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W24Proposed
Output
Prepared billing evidence and specific holds
- For
- Finance / client lead
- Aims to remove
- Finance hunting through messages for the right milestone and acceptance evidence.
Finance decides invoice; drafting never establishes billable acceptance
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Receivables and dispute preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Finance review due or dispute received
Input
Accounting receivables
Input
terms
Input
disputes
Input
prior contact
A12business coordinator
Finance coordinator
- Takes in
- Authoritative accounting/PSA records, actual terms, acceptance, reported time, receipts and approved assumptions
- Hands on
- Billing/expense draft evidence, holds, receivables brief and cash scenarios
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W25Proposed
Output
Exception list and contextual follow-up brief
- For
- Finance / partner
- Aims to remove
- Preparing collection context without current dispute and relationship information.
Finance/client owner chooses collection action; no payment movement
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Obligations, access and people handoverProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Joiner/leaver, access or obligation change
Input
Role
Input
client obligations
Input
permissions
Input
retention records
A14business coordinator
Operations coordinator
- Takes in
- Approved role/permission data, current portfolio, obligations, commitments and vendor/service records
- Hands on
- Operating brief, handover/access requests, role brief and supplier/licence options
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W26Proposed
Output
Access-change requests, due items and handover checklist
- For
- Operations / authorised owner
- Aims to remove
- Fragmented joiner/leaver, account-handover and obligation checklists.
Authorised humans execute HR/access/retention decisions
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Cash and commitments reviewProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Finance review cycle or a material cash/cost change
Input
Accounting balances
Input
receivables
Input
obligations
Input
labelled forecasts
A12business coordinator
Finance coordinator
- Takes in
- Authoritative accounting/PSA records, actual terms, acceptance, reported time, receipts and approved assumptions
- Hands on
- Billing/expense draft evidence, holds, receivables brief and cash scenarios
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
W35Proposed
Output
Cash scenario, upcoming commitments and decision options
- For
- Jonah / partner
- Aims to remove
- Manually collating upcoming commitments and preparing cash scenarios.
Finance validates figures; authorised owner decides spending, funding or collection action
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Hiring and role preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
A persistent capability gap survives capacity and subcontracting review
Input
Approved work forecast
Input
role requirements
Input
budget
Input
workforce records
A14business coordinator
Operations coordinator
- Takes in
- Approved role/permission data, current portfolio, obligations, commitments and vendor/service records
- Hands on
- Operating brief, handover/access requests, role brief and supplier/licence options
A10business coordinator
Capacity planner
- Takes in
- Availability, verified skills, leave, assignments, effort assumptions and review demand
- Hands on
- Capacity conflicts, alternative allocations and capability/hiring options
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W37Proposed
Output
Role brief, hire/contract/defer options and onboarding needs
- For
- Maya / operations
- Aims to remove
- Rebuilding a role justification and requirements from an unstructured capacity concern.
Humans approve roles, hiring and candidate decisions; no employee scoring
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Supplier, licence and spend reviewProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
New supplier need, renewal or material usage/cost variance
Input
Actual contracts
Input
licence usage
Input
renewal dates
Input
approvals
Input
service needs
A14business coordinator
Operations coordinator
- Takes in
- Approved role/permission data, current portfolio, obligations, commitments and vendor/service records
- Hands on
- Operating brief, handover/access requests, role brief and supplier/licence options
A12business coordinator
Finance coordinator
- Takes in
- Authoritative accounting/PSA records, actual terms, acceptance, reported time, receipts and approved assumptions
- Hands on
- Billing/expense draft evidence, holds, receivables brief and cash scenarios
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W38Proposed
Output
Renewal/spend options, access implications and required decisions
- For
- Operations / Jonah
- Aims to remove
- Collecting renewal dates, usage and supplier obligations from scattered records.
Authorised owner commits spend, changes contracts or cancels services
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Effort and expense preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
A timesheet/expense cycle or engagement review is due
Input
Reported time
Input
receipts
Input
agreed work codes
Input
relevant task references
A12business coordinator
Finance coordinator
- Takes in
- Authoritative accounting/PSA records, actual terms, acceptance, reported time, receipts and approved assumptions
- Hands on
- Billing/expense draft evidence, holds, receivables brief and cash scenarios
A14business coordinator
Operations coordinator
- Takes in
- Approved role/permission data, current portfolio, obligations, commitments and vendor/service records
- Hands on
- Operating brief, handover/access requests, role brief and supplier/licence options
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
W39Proposed
Output
Suggested coding, missing items and draft entries from actual records
- For
- Consultant / Jonah
- Aims to remove
- Repetitive coding and completeness checks; people still report actual work.
Person confirms actual hours/expense; designated approver accepts; no inferred billable time
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Improve the practice
Improve the practice8
Knowledge curatorResearch assistant
Output
Relevant examples with provenance, limits and access controls
Specialist checks applicability; rights filter is enforced
W28 · Proposed · Design only
Capture reusable case knowledge
TriggerCloseout or accepted learning point
Knowledge curatorWriting assistant
Output
Candidate method/example with scope and limits
Method owner approves; source client rights remain binding
W29 · Proposed · Design only
Coaching and onboarding preparation
TriggerReview return or learning session
Knowledge curatorMeeting assistant
Output
Coaching prompts, context and practice material
Human mentors; no employee ranking or HR decision
W30 · Proposed · Design only
Quality and engagement retrospective
TriggerMilestone, defect or case close
Knowledge curatorEvidence analystAnalysis assistant
Output
Candidate lessons and improvement actions
Team establishes causes and chooses changes
W31 · Proposed · Design only
Method and knowledge maintenance
TriggerMethod/source review date or material change
Knowledge curatorResearch assistantRevision assistant
Output
Stale-content flags and proposed method revisions
Owner approves version changes; revoked rights remove availability
W32 · Proposed · Design only
New service or practice contribution
TriggerRepeated client signal or service idea
Service designerResearch assistantAnalysis assistantWriting assistantKnowledge curator
Output
Small demand-test/service design or permissioned thought-piece draft
Partner chooses experiment/publication; no invented demand or auto-post
W34 · Proposed · Design only
Service pilot and launch review
TriggerA W32 service idea has enough evidence for an authorised pilot
Service designerAnalysis assistantReview assistantKnowledge curator
Output
Pilot design or results review, operating requirements and launch/stop options
Partner commissions the pilot and separately decides whether to offer the service
W36 · Proposed · Design only
Practice communications and content
TriggerApproved campaign, publication request or useful expertise to share
Practice development agentResearch assistantWriting assistantKnowledge curatorReview assistant
Output
Article, case study, event brief or campaign draft with checked claims
Named publisher approves exact content, audience and channel; no automatic outreach
NextW01
Find a relevant precedentProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
New case or unfamiliar question
Input
Question
Input
permitted approved corpus
Input
reuse criteria
A08specialist
Knowledge curator
- Takes in
- Approved work; provenance; explicit reuse rights; learning aim
- Hands on
- Permissioned precedent set or candidate reusable lesson
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
W27Proposed
Output
Relevant examples with provenance, limits and access controls
- For
- Consultant / lead
- Aims to remove
- Searching the archive and opening irrelevant or unusable examples.
Specialist checks applicability; rights filter is enforced
Unclear reuse rights, weak demand or a client-specific exception stays a candidate; it is not promoted to firm policy or a launched service.
Capture reusable case knowledgeProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Closeout or accepted learning point
Input
Accepted work
Input
provenance
Input
explicit reuse permission
A08specialist
Knowledge curator
- Takes in
- Approved work; provenance; explicit reuse rights; learning aim
- Hands on
- Permissioned precedent set or candidate reusable lesson
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
W28Proposed
Output
Candidate method/example with scope and limits
- For
- Method owner / consultant
- Aims to remove
- Manually extracting a candidate general lesson from a completed case.
Method owner approves; source client rights remain binding
Unclear reuse rights, weak demand or a client-specific exception stays a candidate; it is not promoted to firm policy or a launched service.
Coaching and onboarding preparationProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Review return or learning session
Input
Correction reasons
Input
approved examples
Input
agreed learning aim
A08specialist
Knowledge curator
- Takes in
- Approved work; provenance; explicit reuse rights; learning aim
- Hands on
- Permissioned precedent set or candidate reusable lesson
A07specialist
Meeting assistant
- Takes in
- Purpose; current work; permitted notes; commitments
- Hands on
- Pre-read/agenda or proposed decision/action record
W29Proposed
Output
Coaching prompts, context and practice material
- For
- Manager / mentor
- Aims to remove
- Preparing basic practice examples and explanations for every new team member.
Human mentors; no employee ranking or HR decision
Unclear reuse rights, weak demand or a client-specific exception stays a candidate; it is not promoted to firm policy or a launched service.
Quality and engagement retrospectiveProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Milestone, defect or case close
Input
Actual defects
Input
decisions
Input
exceptions
Input
client feedback
A08specialist
Knowledge curator
- Takes in
- Approved work; provenance; explicit reuse rights; learning aim
- Hands on
- Permissioned precedent set or candidate reusable lesson
A02specialist
Evidence analyst
- Takes in
- Case question; approved method; source versions
- Hands on
- Evidence index, candidate themes and contradictions
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
W30Proposed
Output
Candidate lessons and improvement actions
- For
- Lead / method owner
- Aims to remove
- Rebuilding the defect and rework history for a retrospective.
Team establishes causes and chooses changes
Unclear reuse rights, weak demand or a client-specific exception stays a candidate; it is not promoted to firm policy or a launched service.
Method and knowledge maintenanceProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Method/source review date or material change
Input
Approved method
Input
source licences
Input
newer evidence
A08specialist
Knowledge curator
- Takes in
- Approved work; provenance; explicit reuse rights; learning aim
- Hands on
- Permissioned precedent set or candidate reusable lesson
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A05specialist
Revision assistant
- Takes in
- Old/new sources; output dependencies; report versions
- Hands on
- Change-impact pack and editable suggested revisions
W31Proposed
Output
Stale-content flags and proposed method revisions
- For
- Practice / knowledge owner
- Aims to remove
- Scattered stale-method checks and untracked proposed improvements.
Owner approves version changes; revoked rights remove availability
Unclear reuse rights, weak demand or a client-specific exception stays a candidate; it is not promoted to firm policy or a launched service.
New service or practice contributionProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Repeated client signal or service idea
Input
Observed need
Input
demand evidence
Input
method
Input
capability
Input
economics
A15business coordinator
Service designer
- Takes in
- Demand evidence, current service methods, capability, delivery costs, client feedback and test results
- Hands on
- Service concept, experiment, operating design, economics and launch/defer/stop options
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
A08specialist
Knowledge curator
- Takes in
- Approved work; provenance; explicit reuse rights; learning aim
- Hands on
- Permissioned precedent set or candidate reusable lesson
W32Proposed
Output
Small demand-test/service design or permissioned thought-piece draft
- For
- Partner / practice lead
- Aims to remove
- Starting service ideas without a clear demand, capability or economic brief.
Partner chooses experiment/publication; no invented demand or auto-post
Unclear reuse rights, weak demand or a client-specific exception stays a candidate; it is not promoted to firm policy or a launched service.
Service pilot and launch reviewProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
A W32 service idea has enough evidence for an authorised pilot
Input
Demand evidence
Input
pilot scope
Input
method
Input
delivery costs
Input
acceptance
Input
feedback
A15business coordinator
Service designer
- Takes in
- Demand evidence, current service methods, capability, delivery costs, client feedback and test results
- Hands on
- Service concept, experiment, operating design, economics and launch/defer/stop options
A03specialist
Analysis assistant
- Takes in
- Validated inputs; approved rules/model; assumptions
- Hands on
- Checked calculations plus a proposed interpretation
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
A08specialist
Knowledge curator
- Takes in
- Approved work; provenance; explicit reuse rights; learning aim
- Hands on
- Permissioned precedent set or candidate reusable lesson
W34Proposed
Output
Pilot design or results review, operating requirements and launch/stop options
- For
- Partner / service owner
- Aims to remove
- Reassembling demand, delivery and cost evidence to decide a service pilot.
Partner commissions the pilot and separately decides whether to offer the service
Unclear reuse rights, weak demand or a client-specific exception stays a candidate; it is not promoted to firm policy or a launched service.
Practice communications and contentProposed · Design only
Design only; workflow-specific setup and validation required
Trigger
Approved campaign, publication request or useful expertise to share
Input
Audience
Input
service priorities
Input
approved evidence
Input
reuse rights
Input
brand voice
A16business coordinator
Practice development agent
- Takes in
- Service portfolio, public sources, permitted account context, approved claims and capacity assumptions
- Hands on
- Opportunity/discovery brief, proposal package and content draft for owner review
A01specialist
Research assistant
- Takes in
- Search question; permitted sources; relevance criteria
- Hands on
- Source-linked research brief with unknowns
A04specialist
Writing assistant
- Takes in
- Accepted brief; source-backed content; output template
- Hands on
- Editable draft with linked basis and open questions
A08specialist
Knowledge curator
- Takes in
- Approved work; provenance; explicit reuse rights; learning aim
- Hands on
- Permissioned precedent set or candidate reusable lesson
A06specialist
Review assistant
- Takes in
- Current draft; sources; method/checklist; exceptions
- Hands on
- Review pack with evidence, contradictions and explicit decisions
W36Proposed
Output
Article, case study, event brief or campaign draft with checked claims
- For
- Practice development owner / Maya
- Aims to remove
- First-draft publication work and searching for material the firm may actually reuse.
Named publisher approves exact content, audience and channel; no automatic outreach
Unclear reuse rights, weak demand or a client-specific exception stays a candidate; it is not promoted to firm policy or a launched service.