Data readiness

The redesign is only as good as what the organization can actually know.

A workflow redesigned around AI depends on information being there, being right, and meaning the same thing everywhere. Most of the time nobody checks that until the build has started. We check it as part of reading the work, against the workflows already on the table — and we tell you what a gap is costing you before you spend against it.

Why this stops programmes

Three ways a redesign meets the data problem, all of them late.

None of these are data quality problems in the abstract. They are specific things a specific step needed to know.

01

It was in someone's head

The step ran fine for years because an experienced person carried the context. Nobody wrote down why a case was rejected, or what made an account risky. The redesigned step cannot ask them. The information was never captured, because until now it never had to be.

02

Three systems, three answers

Two functions have argued about the same number for years and both are right, because they are counting different things under one word. Automate the step and the disagreement stops being a meeting and starts being an output nobody trusts.

03

Right answer, no working

The step produces the correct result and nobody can reconstruct how. That is survivable while a person signs it. It is not survivable at a step an auditor, a regulator or a board committee will ask about — and that is usually the step worth automating most.

We do not ask whether your data is good. That is an argument about your organization that you would win. We ask whether this workflow can run on what you can produce, which has an answer.

What you get

Four things, all running off one model of the work.

Underneath them sits the same thing: what each redesigned workflow has to know, written in the workflow's own words. Each of the four stands on its own. Each is worth more with the others.

01

The readiness verdict

Per workflow: can this run on what you can actually produce, and if not, precisely why not. Rolled up from every dependency at every step, with confidence and source on every score. This is what decides whether a workflow enters the first wave, whatever it is worth.

02

The definitions register

The words the workflow runs on — active customer, qualified, at risk, complete — each defined once, with the systems holding a version of it and the places those versions disagree. It settles arguments that have run for years between two functions who were both right and counting different things.

03

The gap ledger

Every gap, the check it failed, the share of workflow value it holds up in a range, what the fix is, who does it, how long. Ranked by the value it holds up — then by how long the fix takes. Pull on any row and you reach the record behind it.

04

The fix

The gaps closed, to a specification we wrote, tested against acceptance criteria we set. We bring the specialist capability that executes it and we supervise it. If the gap is not closed, that is ours to answer for.

And it stays true. Definitions drift, systems change, the business adds products, and a picture that was right in January stops being right in April. The data picture is recalibrated on the same cadence as the rest of the work.

What gets assessed

One thing a redesigned step has to know.

We read the future-state workflow and write down each thing a step depends on, in the step's own words — the credit step has to know the customer's current exposure across every product, at the moment it decides — not as a table name. Then each one is checked.

Three rules keep the list honest. It is read off the future state, not today's, because a step a person runs today may be carrying information in their head that the redesigned step cannot. It includes what the oversight needs, not only what the work needs — if a human checks the step, the thing they check is a dependency. And it stops at the edge of the workflow. What the next workflow needs is that workflow's problem, recorded and left there.

The six checks

Every dependency, checked six ways.

In the order a person would actually ask them. Any one of the six can stop a workflow on its own.

What we check, and what a failure looks like
01Exists — is this captured anywhere at all?Nobody records the reason a case was rejected. It is in the reviewer's head and nowhere else.
02Reachable — can the step get to it, in time, in a form it can use?The number exists in a system this step has no access to, or arrives once a month as a PDF.
03Right — is it accurate and complete enough to act on?The field exists and is filled in forty per cent of records.
04Current — is it fresh enough for this step's clock?The step decides within the hour; the number refreshes overnight.
05Means one thing — does it mean the same thing everywhere it appears?Three systems hold an active customer count and no two agree, because no two use the same definition.
06Traceable — can you show where the number came from?The output is right and nobody can reconstruct how it was produced, at a step somebody will be asked to defend.

Checks five and six are the ones most assessments skip, and the two that most often stop a redesigned workflow after it goes live rather than before.

How it is scored

Three verdicts, and the line between two of them is the whole thing.

Ready

If the redesigned workflow went live on Monday, this would not be the reason it failed.

Fixable

Someone can say what the work is, who does it, and roughly how long it takes. Bounded work, scoped inside the transformation, quoted separately with its boundary written down.

Blocking

Either nobody can say what the work is, or it is a platform, integration or governance programme in its own right. That runs on your timetable, and the redesign sequences around it.

The line between fixable and blocking is whether the work can be named and bounded — not whether it is hard, and not whether it is expensive. That is the same line as the boundary between what we take on and what we will not pretend to. A workflow that scores badly is a finding, not a failure: it is often the most valuable thing the two weeks produce, because it stops you spending on a redesign that could not have run.

What the block is costing

A gap list is not a decision. A gap with a number attached to it is.

Each workflow already carries what it is worth — its loaded cost today, and the value of compressing its cycle time — because the same two weeks produce that. So a dependency that blocks a step holds up a knowable share of that value, and it is written down that way: in a range, with the assumptions on the surface, never as a point estimate.

Which changes how the gaps are ranked. Not by how broken they are — by the value they hold up, then by how long the fix takes. A badly broken field on a step worth very little is a low-ranked gap, and saying that out loud is part of what you are paying for.

Then it feeds the sequencing decision, which is where it belongs.

What it takes from you

About four hours, across two people.

It runs inside the two-week diagnosis, against the workflows already in scope. It is not a separate engagement and we do not sell it as one.

Where it sits in the two weeks
Days 1–2We draft the dependency listRead off the future-state workflow design. Desk work. No time from you.
Day 3Systems and sources session · 90 minutesWe walk the list with whoever owns the systems the workflow touches. Where does each one live, who can reach it, how often does it move.
Days 4–7Scoring, against records where you can share themWhat we cannot verify against a real record is marked unverified and says so. No meeting time.
Day 8Reconciliation session · 60 minutesWe walk the verdicts with the system owner and the workflow's operational lead. Disagreements get settled by looking at a record, not by discussion.
Days 9–10Into the decisionVerdicts written into the workflow blueprint, blocking items costed, sequencing consequences written into the recommendation.

What we ask for

  • A walkthrough of where the information actually lives.
  • Samples of real records, where you are able to share them.
  • Ninety minutes from a systems owner, sixty from them and your operational lead together.

What we do not ask for

  • Warehouse access. We do not connect to anything.
  • A data extract, or a data project before we start.
  • Your team's time cleaning something up so the assessment looks better. That defeats the assessment.

Who carries it

We own the data readiness of the workflows in scope. Not a handover.

You have one counterparty for this and it is us — through the assessment, through the fix, through the workflow actually running. Specialist capability comes in to a specification we wrote, works inside our engagement, and is supervised and signed off by us. What follows is who puts their hands on which work, not who carries the consequence.

We are accountable for

  • The dependency list for each redesigned workflow, in plain words.
  • The six checks scored, with confidence and source on every verdict.
  • Gaps ranked by the value they hold up and how long the fix takes.
  • What has to be true before the workflow can run, and what that changes about sequencing.
  • The gaps actually closed, tested against acceptance criteria we set.

Executed by specialists we bring

  • Pipeline build, integration, migration, data engineering.
  • Data governance design, model risk management, security.

Our resource, on our specification, supervised by us. You do not manage them, contract with them, or chase them.

Outside the scope

  • Building or re-platforming your data estate.
  • Systems integration beyond the workflow in scope.
  • Vendor and tool selection.

A boundary on what work is in the engagement — not a gap in who carries it inside.

The questions we get

Said the way people actually say them.

Q01"We need to fix our data before we can do any of this."
Almost never true, and it is the most expensive belief in this whole area. A data programme run ahead of a workflow redesign is a programme with no way to decide what matters, so it fixes everything a little and the thing you needed a lot. Read the work first and the requirement becomes specific: these eleven things, in this order, because these two workflows depend on them and here is what they are worth. Then the remediation has a shape and an end.
Q02"Our data is a mess. You will just tell us that and leave."
That is the fair version of the risk, and handing you a partner would be the same walk-away with an introduction attached. So we do not do that. We specify what each workflow needs, which gaps stop it and what they hold up in money, then we close them — bringing in specialist capability on our specification, supervised by us, tested against criteria we set. If the gap is not closed, that is our problem and not yours to chase.
Q03"Can you just do the data piece?"
No. Data work here is bounded to the workflows in scope, which means there has to be a redesign in scope for it to be bounded to. Sold on its own it becomes an open-ended remediation project with no way to say what is worth fixing — a different business, run by people who do it more cheaply than we would.
Q04"Four hours sounds too short to understand our data."
It would be, if we were assessing your data. We are assessing what a small number of redesigned workflows need to know — usually ten to thirty specific things. That is a short list because the redesign already narrowed it, and the two sessions are spent on the specific things rather than on a tour of the estate. Anything we cannot verify against a real record inside that time is marked unverified in the artifact, with what would verify it.
Q05"Our systems owners will tell you it is all fine."
Frequently, and honestly — from where they sit it usually is. So the verdicts get reconciled against the people who actually run the step, in the same interviews the rest of the diagnosis runs. The most common correction is a field whose fill rate looks healthy and whose operators know half of it is entered as a default to clear a required field. That correction changes sequencing, so it goes in front of leadership rather than into a footnote.
Q06"What does the remediation cost?"
The assessment is inside the diagnosis fee. Remediation is quoted separately, at fixed scope, with the boundary written down — and anything past that boundary is a new quote rather than something we quietly absorb, because open-ended data work pulls toward billing by the hour and we do not price that way. There is no performance guarantee on data work, and we say so before you ask.

Where this sits

The work, the data and the people move together, or the redesign does not run.

The work has to be redesigned around what AI can actually do. The information those workflows depend on has to exist and be trustworthy. And people have to understand what is changing and why. Any one of the three left out is where AI programmes stall — and the reason data sits inside the engagement rather than beside it is that the same evidence answers all three.

Not sure your data can carry a redesign?

Not a sales meeting. A conversation about whether this addresses a problem you recognize in your organization, and what you would need to see to hold the answer under scrutiny from your CFO and your board.

Book the thirty minutes

Ask for a time that suits you

Who you get

Rajeev, who runs the engagement. Not a qualifier.

Bring one workflow you already know is painful. We trace it one or two layers out loud with you, tell you what we would need to see to answer it properly, and say what we could not answer.