/ Insights
Notes from the build.
Real problems we were asked about, and the first system we would build for each. Named where the client agreed, anonymized where not.
Do the estate audit before the migration plan
The tooling is not the hard part of a Data Center to Cloud move. The hard part is that nobody knows what is in the instance, and the assessment that would tell them is done by hand by the most senior people.
- Jira and Confluence exports, read only
- Marketplace app list
- Script registry
- Usage: last update, issue counts
- Rate each item: duplicate, unused, migratable, blocker
- Keep the rule that fired and a confidence score
- Low confidence goes to a reviewer
- Consultant accepts, edits or rejects
- Traffic-light inventory of the whole estate
- Phased backlog in Jira Cloud
- Assessment report in Confluence
Draft the synthesis, with the quotes attached
An assessment ends with someone turning a pile of transcripts into findings and a roadmap. It is the valuable part, and it gets done at night by one person because there is never time for it.
- Transcripts from Otter, Fireflies or Whisper
- Interview notes and questionnaires
- The firm's codebook
- Pass one: verbatim quotes with speaker and time
- Pass two: themes that cite quote IDs only
- Count participants per theme
- Reviewer accepts, edits or rejects
- Findings with a confidence line
- Every claim traceable to who said it
- A draft roadmap
Get the real process out of the discovery calls
The documented process is the ideal. The real one lives in Excel, Outlook and one person's head. A week of discovery calls holds all of it, if someone has time to pull it out before the report is due.
- Call recordings and transcripts
- Discovery notes
- The agency's scoring rubric
- Extract steps, handoffs, systems and exceptions
- Draw the swimlane: a lane per role, a box per task, a diamond per decision
- Mark what was said against what an operator confirmed
- Score each finding with the rubric line and the segment
- Swimlanes an executive reads in one look
- Exception and workaround list
- Scored findings report, cited to the calls
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