01 / Diagnose
Find where the value sits.
With the sponsor, CEO or CFO and the workflow owner, map the process, its exceptions and systems. Establish the baseline before deciding what to change.
Value map + baseline
Illustrative artifact- Workflow
- Quote request handling
- Accountable team
- CEO / CFO · Sales operations owner
- Process & systems
- Shared inbox → price book → quote → CRM
- Exceptions
- Missing specifications · price overrides · nonstandard terms
- Baseline
- Quote turnaround · handling time · rework. Record each measure's unit, observation window, sample source and owner.
- Value lens
- Revenue and capacity, modeled separately from realized savings
A sample structure, not a client deliverable or a claimed result.