Describe the situation
Record the business context, process, participants, tools, problems, constraints and intended outcome.
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Evidence-led and gated
From reported friction
to an informed decision.
The method separates symptoms, hypotheses, evidence and design choices so a proposed improvement is not mistaken for a proven result.
Trace representative work
Walk through recent cases, compare perspectives and identify evidence gaps or contradictory explanations.
Test what is justified
Decide whether to stop, investigate further, change the process or scope a controlled technology option.
Define a bounded scope
Set responsibilities, exclusions, data flows, integrations, controls, acceptance criteria and commercial terms.
Build only if agreed
Where authorised, test a proportionate option with human review, documented exceptions and a fallback.
Compare evidence
Review the agreed measures and decide whether to retain, revise, extend or retire the change.
Decision discipline
Four labels that prevent false certainty.
ReportedInformation supplied by a participant but not independently checked.
ObservedA workflow event, record or condition directly examined during discovery.
HypothesisedA plausible explanation requiring evidence before it becomes a finding.
Verified for scopeSupported by defined evidence within a stated boundary and review date.