No engagement proceeds without a verified intake.

This form collects the minimum evidence required to scope a Discover-phase read of your process: contact, engagement scope, current systems, and the friction points you already know about. All fields are validated locally; nothing is sent until submission.

§01

Contact

The analyst returns findings to a single named point of contact.

Full name

Role

Corporate email

Organization

§02

Engagement scope

Select the engagement that matches your intended outcome. The analyst may recommend a different entry point after intake review.

Requested engagement

GoalsSelect all that apply

Target timeline

Inputs you can shareConfirm what is available for review

§03

Current systems & process

A rough sketch is sufficient at intake. The full process map is reconstructed from event logs and interviews after scoping.

Process / function name

Systems and tools in useEverything the process actually touches

Team size touching this process

Monthly volumeTransactions, tickets, or documents

Departments involved

§04

Friction points

Provide the friction points you already know about. Estimates are acceptable, the analyst will refine them against process-mining event logs.

Friction point · 01

ObservedYYYY-MM-DD or free text

Frequency

Process step

Time lost per occurrence (minutes)

Estimated cost or opportunity impact (USD)Best estimate — analyst will verify

DescriptionOne or two sentences

1 / 20 friction points

§05

Additional context

Anything the analyst should know before scoping — compliance constraints, prior assessments, active AI initiatives.

NotesOptional · max 2000 chars

By submitting, you confirm that the information provided is representative of your process as of today. All submissions are handled under mutual NDA.

Cancel