Define the decisions, records, roles, handoffs, exceptions, evidence, reporting, administration, integrations, and commercial boundaries before building the shortlist.
A defensible choice makes the process assumptions visible and tests them with representative users and work.
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A defensible choice makes the process assumptions visible and tests them with representative users and work.
Define the decisions, records, roles, handoffs, exceptions, evidence, reporting, administration, integrations, and commercial boundaries before building the shortlist.
Create the project, update work, raise an exception, review the dashboard, and change one field, route, view, or measure.
Create the project, update work, raise an exception, review the dashboard, and change one field, route, view, or measure.
Operating-model fit, user adoption, planning depth, exception handling, reporting drill-down, administration, integrations, security, commercial limits, support, and exit.
Long enough to complete representative updates, one exception, one decision, one management review, and one configuration change. For many teams that means several days to a few review cycles.
No. Test the depth and connection of the features required by your scenario. A shorter list of well-connected capabilities can outperform a larger shallow checklist.
Include contributors, project managers, sponsors or approvers, administrators, security or IT where relevant, and the owner of commercial and rollout decisions.
