A methodology that turns a tool into work people actually adopt.
Discover, design, implement and improve, with deliverables, decision gates and governance at every phase.
How we approach each project
Start with the business problem, not the feature
Adoption from day one
Evidence before promises
Governance built into the design
Discover. Design. Implement. Improve.
Discover
Context, stakeholders, maturity and objectives.
Deliverable: Assessment and success criteria.
Design
Architecture, workflows, data and governance.
Deliverable: Architecture and workflow design.
Implement
Configuration, testing, enablement and rollout.
Deliverable: Configuration documentation.
Improve
Adoption, metrics, AI and continuous improvement.
Deliverable: Adoption and measurement plan.
From blueprint to configured workflow.
Each phase starts with concrete deliverables: assessment, architecture, configuration and an adoption plan. These materials support the decision gates between phases.
Shared responsibility matrix
Asana
- Platform and product
- Models and controls
- Documentation
TaskWork
- Method and execution
- Configuration and testing
- Enablement and documentation
Client
- Context and data
- Decisions and approvals
- Acceptance and adoption
Deliverables, decision gate and owner
| Phase | Main deliverable | Decision gate | Owner |
|---|---|---|---|
| Discover | Assessment and success criteria | Scope approval | Delivery |
| Design | Architecture and workflow design | Architecture approval | Delivery team + client |
| Implement | Configuration, testing and enablement | Go-live decision | Delivery team + client administrator |
| Improve | Adoption and measurement plan | Periodic review | Customer success |
Frequently asked questions
No. We use a shared method for every engagement, adapting it to each client’s complexity and maturity while maintaining consistent standards.
Apply the method to your context.
Start with an assessment and see the method in action.