Step
Step
Accelerate Session Preparation
Rethink the work around the value it creates. Build on TEAM and ADVANCED to question how the agreed service or workflow should work. Look beyond today’s steps, learn what customers and colleagues actually need, then test a different way to deliver it. A worthwhile improvement may need no AI in the final workflow.
Reflect
If you were designing this service today, which steps would you keep, remove or replace? What would you need to learn before making that change?
Method
Map the current work on paper, explore friction and ask why. Treat explanations as assumptions to investigate before designing the new workflow.
Example
“Would a better bid tool help?” becomes “Talk me through the last bid returned for approval. What happened and what did you do next?”
Time
About 5 minutes