| Step | Purpose |
|---|---|
| Set up the engagement | Define the business question, process boundary and stakeholder coverage |
| Run interviews | Capture workflow, decisions, exceptions, handoffs and workarounds |
| Add screen observation | Capture granular on-screen work where it materially improves the diagnosis |
| Build the process map | Structure activities, branches, loops and friction from the evidence |
| Validate | Resolve contradictions and confirm material findings with stakeholders |
| Review opportunities | Assess process, automation, integration and AI interventions |
| Build the business case | Create consultant-side ROI assumptions from validated evidence |
| Use Report Composer | Turn findings and recommendations into the client deliverable |
Iris Fundamentals
How Iris Works
Follow the self-serve Iris workflow from setup to client-ready report.

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