Shopfloor Suite
Use this worksheet with a business process owner and a technical owner. Record evidence, an owner and an unresolved question for each section. Leave unknown answers open; the purpose is to make uncertainty visible before choosing a solution.
1. Define the decision
- Which process causes difficulty, and who experiences it? Describe one real example from start to finish.
- What outcome would justify a change? Record the current baseline, how it is measured and who can verify it.
- What is explicitly outside the first project? List deadlines, budget boundaries and operational constraints.
Notes: evidence · owner · open question · next verification step
2. Map systems and information
- Which SAP, Dynamics, Salesforce, custom applications or production systems participate in the process? Record versions, owners and support arrangements.
- Which system owns each business record? Trace one order or transaction across interfaces, including manual spreadsheets and re-entry.
- What access, sample data and interface documentation can be provided safely? Identify personal or commercially sensitive fields before sharing.
Notes: evidence · owner · open question · next verification step
3. Make operational constraints explicit
- When can changes be tested or released? Identify peak business periods, factory shifts and required availability.
- Who approves security, access, data handling and process changes? Name the responsible roles and review sequence.
- How would you recover if the first release failed? Agree the rollback decision, business fallback and recovery owner.
Notes: evidence · owner · open question · next verification step
4. Define the first verifiable delivery
- Choose one representative workflow for a pilot. State its input, expected output, exception cases and acceptance evidence.
- Separate a mandatory requirement from a preference. Record assumptions that need validation before estimating work.
- Agree who supplies test cases, who accepts the result and who supports it after handover.
Notes: evidence · owner · open question · next verification step
Output and next step
Bring a one-page problem statement, a system-and-interface list, one representative process example and a ranked list of open questions to the discovery discussion. Use the evidence to choose a bounded next step; this worksheet is not a fixed scope or a delivery estimate.