Start with the work.

01

Choose the handoff

Start where a customer request becomes work: vehicle arrival, document review, a reorder exception, or an associate response. Identify the business owner and define what a useful outcome would look like.

02

Map the context

Inventory the records, systems and permissions involved. Establish which source is authoritative and which connections need to be evaluated. Confirm data access before promising an integration.

03

Prove the controls

Define who can see each record, who may propose an action, and who must approve it. Test an exception, not only the happy path. Agree evidence, audit and rollback expectations.

04

Evaluate before expanding

Agree acceptance criteria, responsibilities and dependencies in writing. Compare the proposed workflow against the starting process. Expand only after the evaluated scope is useful and approved.

Data access

Which records are in scope, and does each role see only what it is authorized to see?

Sources and connections

Which systems have verified access, and what requires additional implementation or provider permission?

Human control

Which actions require review, and what happens when documentation or availability is missing?

Traceability

Can the evaluator trace a response to its records, owner and next responsibility?

Data handling

Are retention, deletion, providers and processing locations documented and agreed?

Acceptance and exit

What evidence establishes success, and how will data and responsibilities be handed back?

What a walkthrough should produce

A proposed starting workflow, a source-and-permissions map, named responsibilities, known dependencies, and the evidence a subsequent evaluation needs to prove. This is a planning conversation—not a commitment that every proposed connection is already available.