Vergent Business Transformation
Method

How an engagement runs

Every stage ends with something management can review. Scope can stop at diagnosis or extend through the pilot, rollout and handover.

The engagement

Three phases, each with an output you can review

PHASE 01

Diagnose

Where does work stall?

Follow real cases across teams. Separate time spent working from time spent waiting, then agree which constraint deserves attention.

Output / Validated current-state map and priorities
PHASE 02

Redesign

What should change?

Work through the handoffs, decision rules and exceptions with the people doing the work. Test the proposed route against a difficult case.

Output / Future workflow with named owners
PHASE 03

Implement

Will it hold in practice?

Pilot the new process, train the team and review performance against the baseline before extending the rollout.

Output / Rollout decision and handover plan
Measurement discipline

Agree what counts as improvement

Before a pilot, the starting value, data source, case population and measurement period are recorded. At review, changes in volume and case mix are accounted for. Where the data cannot support a conclusion, the review says what still needs to be measured.

Delivery sequence

Five steps across the three phases

01 / Step

Frame the decision

Agree the business question with the sponsor, the boundaries of the work and the evidence needed to proceed.

Management review

Engagement brief and success criteria

02 / Step

Establish the baseline

Observe work where it happens. Compare interviews with transaction records and validate the current workflow with the people involved.

Management review

AS-IS map, baseline and evidence gaps

03 / Step

Design the future workflow

Compare alternatives against customer needs, control requirements and team capacity. Agree who decides, who acts and how exceptions move.

Management review

TO-BE design and implementation priorities

04 / Step

Test under operating conditions

Run a bounded pilot. Track exceptions, train the people responsible and adjust the design before a wider rollout.

Management review

Pilot findings and rollout decision

05 / Step

Transfer ownership

Review performance with the process owner. Agree how issues will be escalated, how procedures will be updated and when management will review progress.

Management review

Handover pack and review cadence

Start with a decision your team needs to make

Use a diagnostic when the cause is uncertain and a wider programme would be premature.

Book a 30-minute call See the Operations Diagnostic