HOW WE WORK · BEFORE YOU START

What we need from you before Diagnose starts.

None of this is a formality. Each item shortens Diagnose by roughly the time it would otherwise take us to chase it down.

A PRACTICAL READINESS CHECKLIST

None of this is a formality. Each item shortens Diagnose by roughly the time it would take us to chase it down.

You don't need everything below perfectly organised before we start; Diagnose exists partly to fill the gaps. But the more of this you have ready, the faster the first stage moves, and the more accurate the resulting plan is.

What to have ready before Diagnose

  • Read-only or sandbox access to your current systemA view-only login to your ERP or CRM (and any add-ons) lets us see how the system is actually configured, not just how it's described in documentation.
  • A named contact for each key stakeholder groupFinance, operations, sales, and IT, at minimum, with someone who can actually speak for how that team works day to day, not just their manager's summary of it.
  • Sample data extractsYour chart of accounts, a customer and vendor list, and one representative month of transactions. Real data, even messy, tells us more in an hour than a clean demo file tells us in a week.
  • A defined weekly time commitment from your decision-makersRoughly two to four hours a week during Diagnose and Design from whoever holds decision rights on the categories that matter most to your project.
  • Whatever documentation already existsOld process maps, a prior statement of work, an org chart, even an outdated one. We'd rather see it and discard what's stale than start from nothing.
WHAT WE DON'T NEED YET

Some things genuinely wait until later stages.

You don't need a finalised list of customisations, a completed data-cleansing pass, or firm sign-off from every stakeholder before Diagnose starts. Those are exactly what Diagnose and Design are for. Trying to fully prepare them yourself first usually just duplicates work we'd do properly with you anyway.

WHAT HAPPENS IF YOU'RE NOT FULLY READY

Being underprepared doesn't stop the project. It changes how the first two weeks are spent.

If system access takes a week to arrange, or a key stakeholder is genuinely unavailable for the first fortnight, we'll say so plainly and adjust the plan rather than quietly working around gaps and hoping they close themselves. The honest answer is usually a short delay to Diagnose's start, not a compromised result.

FAQ

Questions about getting ready for Diagnose.

Q.What if we don't have clean sample data yet?

Send it as-is. Messy real data is more useful to us at this stage than a clean sample that doesn't reflect what your system actually contains.

Q.Do we need IT's sign-off before granting access?

Usually, yes, and it's worth starting that conversation early since IT approval cycles are one of the more common causes of a slow start.

Q.How much of our team's time does Diagnose actually take?

Roughly two to four hours a week from the people directly involved, concentrated in interviews and reviewing what we've found, not open-ended availability.

Q.What if key stakeholders are only available part-time during this period?

Tell us upfront. We'll sequence Diagnose around their actual availability rather than assuming a level of access that isn't real.

Q.Can we start before all of this is ready?

Yes, with an honest adjustment to the plan. We'd rather start with a realistic view of what's missing than pretend readiness that isn't there.

Not sure if you are ready to start

Get a straight read before you commit.

Tell us what you have and what you don't. We will tell you honestly what that means for a realistic start date.

Book a 30-minute call

With someone who has run this before.

See the full method

The six stages this page fits into, end to end.