Data and deployment
What information will the process use, where will it run and where will that information be stored?
The answer needs to fit the organisation's data, infrastructure and operating requirements.
Implementation and trust
Make the important questions explicit.
A process that touches business information or actions needs clear operating boundaries. Establish the answers for the implementation you are considering.
Your process, your requirements
Start with the scope.
- Explore a possible process
- The examples show how information, decisions and actions can come together. They are illustrative scenarios, with no customer records or measured results.
- Agree the scope for your business
- Your process needs agreed connections, permissions and responsibilities before it can act on business records. Discuss those requirements alongside the work you want to improve.
For a real deployment
Agree the answers for your process.
Use these questions to agree the data, access and operating requirements for your implementation. Confirm hosting, retention and security arrangements for the scope you choose.
System access
Which tools can the process read or update, and under which permissions?
Establish the supported connections and the minimum access needed for the agreed work.
AI use
Which tasks use AI, which models or providers are involved and what information reaches them?
Assess the data treatment and the checks required for the kind of output being used.
Decision authority
Which actions can proceed under rules, and which require a person or another approval?
The proposed task, the permission to act and the accountable decision-maker should be clear.
Waiting and recovery
What happens when information is missing, a system is unavailable or an action does not complete?
Define safe recovery, escalation, ownership and how to check whether a previous action already happened.
Records and retention
What inputs, decisions, actions and results are recorded, who can inspect them and how long are they kept?
The process record needs an agreed purpose, access model and retention treatment.
Operating ownership
Who monitors the process, handles exceptions and authorises a change to its rules or connections?
An implementation needs named responsibilities after the initial build.
Assurance
Which contractual, security or regulatory requirements must be demonstrated before the process can be used?
Agree the evidence and scope your organisation requires before using the process.
Bring these questions into the process conversation.
The needed answers depend on the actual work, information and actions involved. Agree them alongside the proposed process and its implementation scope.
Website privacy informationMake the boundaries part of the conversation