Clarify the environment
Objectives, users, information, tools, constraints, and risks.
Services
A practical sequence for technology decisions.
From question to readiness.
Specific services, availability, specifications, fees, timing, responsibilities, and deliverables are confirmed only in a separate written agreement.
Trace the workflow
Handoffs, responsibilities, dependencies, and friction points.
Compare directions
Options, assumptions, tradeoffs, and decision criteria.
Organize next steps
Priorities, ownership, review points, and accountable actions.