DEFINE THE OPERATING BOUNDARIES
Align sources, permissions, decision roles and evidence requirements before connecting a workflow to enterprise systems.
Scoped access
Confirm tenant, role, source and tool access for the intended workflow.
Knowledge boundaries
Review source permissions, effective versions and the context in which knowledge can be used.
Decision authority
Identify who can review, approve, execute and verify each consequential action.
Evidence and history
Agree on the records needed to understand findings, decisions and outcomes.
Environment and data
Define deployment, retention and operational responsibilities for the engagement.
Release and lifecycle
Review evaluation evidence and the configuration included in each release scope.
Discuss the controls
your organization needs.
Bring your business context. Let’s define the right first step.
