Home / How we work
How we work
Start with a real need, agree the evidence and keep people involved.
1. Discovery
Describe the current workflow, owners, records and desired outcome. Identify important constraints and what is outside scope.
2. Scope and access
Agree systems, evidence, deliverables, access permissions, fees and timing before work begins. Identify who can approve external actions and consequential decisions.
3. Review or pilot
Use representative examples and an agreed baseline. Record errors, limitations and evidence gaps. A lack of evidence is not proof of a successful outcome.
4. Decision and handover
Review findings with the responsible team. Record next steps, owners and whether to stop, revise or expand. Expansion depends on the evidence and agreed criteria.
Before sharing information
Use the initial email to describe the problem. Do not send credentials, private footage, customer records or other sensitive material until appropriate access and handling arrangements are agreed.