Who should use Diagnostic vs PoC Guide?
Use this resource when you have one specific workflow in mind and need to evaluate owner, KPI, data, access, approval rules, and deployment readiness.
Is this a replacement for a Workflow Fit Call?
No. It helps prepare the conversation. The fit call qualifies whether the workflow deserves a diagnostic or should be narrowed or rejected.
How should this be shared with stakeholders?
Share it with the business owner, operations lead, IT/security stakeholder, and anyone responsible for approving workflow rules or system access.
What is the next step after using it?
If the workflow has visible pain, repeatable rules, accessible data, and a KPI baseline, the next step is a Workflow Fit Call or Workflow Deployment Assessment.