Your starting point
For SMEs, networks of small organisations and advisory firms structuring a first initiative.
When several sites or teams are involved, processes may share a name while working differently. Understand those differences before expanding a use case or choosing a common solution.
How to move forward
Choose a representative scope
Describe a task with the staff involved: quotation preparation, document search or administrative follow-up. Identify variants and select one suitable for a clear test.
Organise collaboration
Prepare remote discussions, contacts and documents suitable for sharing. Clarify time zones for distributed teams and agree the required approvals.
Prepare a considered expansion
Define what needs checking before expansion: data, access, training and local constraints. Profession-specific requirements are reviewed with the relevant owners.
Agree before starting
- A process described with its variants.
- Collaboration suited to distributed teams.
- Criteria before any expansion.
Your questions
Must every site participate from the start?
No. An initial scope can clarify the conditions needed. Differences between sites should nevertheless be identified before considering wider rollout.
How should we prepare the first contact?
Describe your activity, the process involved and the main difficulties. The diagnostic and brief can structure preparation without requiring confidential documents.
Are delivery arrangements fixed?
They are defined around scope, participants and observation needs. Language, schedule and any travel constraints are confirmed before engagement.