DISCOVERY · SCOPED GOVERNANCE EVALUATION
Scoped evaluation.
Start with a scoped governance evaluation. First choose one business unit. Then agree what the pilot must show, the customer-controlled inputs and access boundaries. Confirm commercial terms before work begins.
Agree the scope. Define a useful evaluation.
Start with the people who own the risk.
Agree the use case, available evidence, responsibilities and success criteria together.
Discuss your evaluation
Three steps to an agreed evaluation.
1 · One business unit
Choose one business unit, name the accountable owner and agree the use case and evaluation boundaries.
Defined scope · Agreed criteria
2 · What must be shown
Agree the supported jobs, evidence inputs, access boundaries and acceptance criteria. Define what a useful result must demonstrate.
Customer inputs · Access boundaries
3 · Commercial terms
Confirm deliverables, timing, responsibilities, support and commercial terms in writing before work begins. Any follow-on software purchase is a separate decision.
Options subject to agreement
EVALUATION STEPS
Agree what a useful evaluation should demonstrate.
STEP
DISCOVERY TOPIC
AGREED OUTPUT
01 · Scope
Use cases and owners
Evaluation boundaries and success criteria
02 · Inputs
Available customer evidence
Input responsibilities and access boundaries
03 · Review
Supported workflows
Review findings and evidence gaps
04 · Next steps
Architecture and terms
Options, responsibilities and commercial agreement