Ask about a specific case.
Review routine cases and cases that needed help. Ask what the person noticed, what they considered and why they chose that action.
Discovery & platform / Core capability
Expert judgment
Capture the reason behind the decision.
Ask what experts checked, rejected and needed help with. Keep their answers with the case records and approved rules.
Explain what changed
the decision.
The method
Write the rules developers need.
Record what is still unknown.
Ask what new information would change the decision. Check whether the person followed an old rule, lacked information or made a mistake.
Have the process owner approve the rule.
Have the process owner resolve conflicting policies. Confirm when the agent may act, needs approval or must stop.
Write the instructions and tests.
Give developers the supporting records, reasons, permissions and open questions. Turn the agreed rules into tests your team can review.
See how to use the data.
Platform accessStart with one workflow
Book a workflow review.
Bring one case, its records and the person who handled it. We’ll agree what to investigate and what your team needs next.
Agree the scope, responsibilities and price before starting.