01Discovery conversation
Bring the product or customer context, intended users, workflow, required systems, and deployment constraints. Keep the initial inquiry unclassified and non-sensitive.
02Evaluation scope
Identify one workflow, its interfaces, an evaluation owner, consequential actions, agreed success criteria, evidence to inspect, and operating responsibilities to test.
03Technical evaluation
Connect the trigger, progress, decision, and result path. Test the applicable success, denial, approval, failure, retry, stop or pause, and evidence-retrieval cases.
Use the result to decide whether and how to scope licensing, deployment, branding, implementation, and support.