An HR operations leader whose team can map and draft processes with AI but lacks time to resolve handoffs, test a change and put it into use.
Bring current process maps, AI drafts, procedures, policies and a small case sample. A process owner, operating team and people who can resolve handoffs need to participate.
We review real cases, resolve handoffs and ownership, prepare the process map and operating procedure, test normal and exception cases, and complete a first-use review with in-scope corrections.
Your process owner approves the revised rules, arranges normal and exception cases, and leads day-to-day use. Technical changes and normal operating work remain separately assigned.
Week 1: Inspect a small case sample and document the baseline: delays, handoffs, rework or escalations. Timing is confirmed after inputs and access are accepted.
Agreed normal and exception cases pass the revised procedure, ownership and escalation are recorded, and the first-use review is complete. Distinguish simulation from live operation.
Only when the presenting evidence cannot identify a bounded process, the owner or decision rights are unclear beyond the sprint, or a broader assessment is genuinely needed to select the work.
No process owner or operating team can participate, the buyer only needs cosmetic document cleanup, or the real requirement is enterprise HRIS implementation or open-ended administration.
Enterprise HRIS implementation, custom integrations and open-ended HR staffing are excluded. Automation and technical changes are separately scoped after feasibility review.
The process boundary and operating baseline; normal and exception cases; decision rights and handoffs; operating ownership; first-use evidence and open exceptions.
Illustrative example of the record we use.
The bundles are new pilots. Related case stories describe earlier Ignite work, not this bundle.
Handoff and Exception Review. Establish the current operating baseline; Resolve ownership and exception rules; Test the revised process in use.
One process and operating team, up to four stakeholder interviews, a current/future process map, decision-rights matrix, one SOP and exception route, one design review and one first-use review. Use current client tools.
Scot: Lead case review, process mapping, operating detail, documentation and acceptance checks.
Josh: Resolve sponsor priorities and cross-functional ownership decisions.
Planning budget: process owner 4-6 hours across discovery, validation and first-use review; other contributors attend their agreed interviews or decision sessions. Normal operating work remains client work.
Proposed fixed fee per defined process, with stakeholder, revision and test limits; technical changes separately scoped after feasibility review.
Additional populations, participants, roles, sources, meetings, workstreams or review periods are agreed as separate scope where relevant.
Proposed pilot scope. We agree the remaining work, usable inputs, responsibilities and fees before starting. Timing depends on accepted inputs and the required people being available. Your team retains approvals and its assigned business actions.
For organizations with assessment findings that need to become org design, role clarity, and investment decisions.
Scope, responsibilities and what happens next.
