This checklist provides the standard BPM-HCM steps to plan, execute, and close the Discovery phase. Use it to ensure required interviews, documentation, synthesis, analysis sessions, and executive recommendation materials are completed. Following this checklist supports automation readiness, reporting accuracy, and governance expectations.
This article provides the BPM-HCM Discovery interview structure, facilitator script, and standardized question bank. Use it to conduct consistent stakeholder interviews that capture current-state realities, constraints, and desired outcomes. This guide supports synthesis, analysis, and executive-ready recommendations.
This article provides standardized Discovery templates for interviews, synthesis, team review sessions, and executive recommendations. Use these templates to ensure consistent documentation, traceable decisions, and governance-ready deliverables. Completed templates support analysis, reporting, and leadership decision-making.
This article defines the BPM-HCM Executive Recommendation Packet and how to build a leadership-ready readout from Discovery outcomes. It includes a standard packet structure, an option comparison table format, and decision log standards to support clear governance decisions. Use this packet to request a go/no-go decision with defensible evidence, risks, and dependencies.