YIDAO

Delivery, acceptance and working together

How does an engagement start, and what is the process?

Four steps: diagnose the scenario (business goal and people in scope); scope and plan (modules, interfaces, acceptance criteria); trial and verification (real use at small scale); roll-out and maintenance (training and ongoing support). The first conversation needs no sensitive records.

  • Each step has a deliverable: the scenario list and metrics, the delivery list and implementation plan, the trial record and acceptance result, the user guide and service arrangement.
  • On-site work additionally runs through the seven stage gates, tailored from the internal audit workflow.
  • Firms and advisers who want to work with us should look at the Industrial Partner Programme: referral, delivery and regional partners.

Have a specific problem and want a professional view on it?

Tell us the facts and we will tell you what kind of problem it is, how it is normally handled, and how far it can realistically be pushed on the evidence you have.

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