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Step
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Initial Consultation: Where Are We Now?
What are customer pain points?
What problems are we trying to solve?
What is desired timeframe?
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Step
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Process Review: Current & Potential
What are processes today?
What is working & what is not working?
Define “success.”
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Step
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Road Map To Solutions
Define areas for consultation.
Establish major milestones.
Define any risks or limitations.
