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Method

From assessment to operation

Each phase delivers a result that the next one takes as its starting point.

A process lane with the four phases: the Discovery Agent in diagnosis, the blueprint in design, a cell in implementation and the before-and-after meter in ongoing operation.AssessmentDesignImplementationOngoing operation
  1. Assessment
  2. Design
  3. Implementation
  4. Ongoing operation

The pieces

The four phases of the journey

The method starts by understanding, not by solving.

  1. Phase 01

    Assessment

    Maps the current process and evaluates it in detail.

    • Map of the operation
    • Critical points
    • Choice of where to start

    Supported by the Discovery Agent

    On the client's side

    Conversations with the team, day-to-day context and prioritization criteria

    Human judgment

    Maturity assessment and technology training

    Deliverable

    The mapped process and its critical points, ranked by impact and root cause.

  2. Phase 02

    Design

    Redesigns the process from that assessment, without tying it to a technology.

    • Redesign: current state and future state
    • Proposal with scope and expected result
    On the client's side

    The detail of the real process and the decision to move forward

    Human judgment

    AI application strategy and AI governance framework

    Deliverable

    The improved process, with its policies and procedures.

  3. Phase 03

    Implementation

    Builds the solution on tools already approved, with human review at every sensitive step.

    • Build, cell by cell
    • Go-live
    On the client's side

    Validation along the way

    Human judgment

    Initial data load, temporary operation of a role and candidate search

    Deliverable

    The solution in production, with its user manual.

  4. Phase 04

    Ongoing operation

    Keeps each cell running and improves it incrementally.

    • Operation and maintenance
    • Incremental improvements
    On the client's side

    Usage feedback

    Human judgment

    Human review of the exceptions

    Deliverable

    The process running, measured against its starting point.

The assessment

From the real process to its critical points

The assessment starts from the operation as it works, analyzes it in detail and returns its critical points ranked by impact.

a · The starting point

The assessment is built on the real operation, not on an ideal version.

The team’s account

How the process runs, in the words of those who operate it.

The working files

The spreadsheets, templates and reports it runs on.

The existing documentation

Formal procedures and policies, where they exist.

The real cases

Full runs of the process, with their exceptions.

b · The analysis

The process is analyzed in depth, across six groups.

Identification

The process broken down from chain to task.

Process tree
Context

Why the process exists and what goal it serves.

Business modelStrategic goal
Execution

Who runs it, with which systems and at what pace.

OwnersSystemsSupporting documentsInputs and outputsCycle timeVolume and frequency
Risk and control

What can fail and what controls contain it.

ExceptionsControlsRisks
Interdependencies

Which processes feed it and which depend on it.

Upstream processesDownstream processes
Assessment

The findings, the proposed improvement and the plan.

FindingsProposalPlan

The assessment combines interviews, observation, document review and data analysis.

c · The result

The analysis does not produce a list of problems. The critical points are ranked by impact and connected by their cause.

Severity

The current cost of the problem, in time, money and risk.

Frequency

How often it happens.

Cause or symptom

Whether it causes other problems or results from them.

The deliverable

The underlying cause: it connects the critical points and marks where to begin.

The detail

Decision, delivery and measurement

Order first, then the tool

Four questions, always in the same order.

Step 01

Is what is already there enough?

Tools already in place usually cover more than what is used: modules left off, half-finished configurations. If the capability is there, it is switched on and tuned before adding anything.

Optimize what is there

Step 02

Is there a proven solution?

If there is a proven, supported solution, it is integrated into the flow instead of building one. Operation and maintenance stay with the vendor.

Integrate a third party

Step 03

Does it need to be built?

When no option fits, it is built on tools already approved. Sometimes a standard automation; sometimes a custom build.

In-house build

Step 04

And the ERP?

All of the above integrates with the ERP the organization already uses, which remains the system of record. It isn't replaced; the solution is built around it.

Integrate with the ERP
Compatible with any ERP.
  • SAP
  • Odoo
  • Tango
  • Bejerman
  • Calipso
  • Dynamics 365
  • NetSuite
  • Oracle EBS
  • QuickBooks

Where the solution runs

What changes is where it runs and who provides the infrastructure.

Managed service

In traza.'s cloud

traza. hosts it and keeps it running. The simplest option: nothing for the organization to manage.

Client account

In the client's cloud

It runs in the cloud, on the organization's accounts and credentials. traza. builds and deploys it inside that environment, which stays under its control.

Own infrastructure

On the client's infrastructure

For residency or regulatory requirements, it runs on the organization's own infrastructure.

Before and after, on the same process

Measuring is part of understanding the process. Before building, traza. records how much time, money and capacity it consumes. With the solution running, it measures the same again.

Before

How the process works today is recorded.

Time
Money
Capacity
After

The same is measured, with the solution running.

Time
Money
Capacity
The deliverable

The improvement: the difference between the two moments, on real data.

From assessment to operation, in a single journey.

The first step is an assessment of the operation, with the Discovery Agent.

Start the assessment
Start the assessment

To find where to start

Book a call

To work on a specific process