Define the problem before evaluating tools.
Record the affected system, decision owner, constraints, success criteria and excluded scope before comparing products or architectures.
Principles
Not a slogan. It decides what work I take, how it is scoped, and when an engagement is finished. Each one costs me something, which is the only reason to trust any of them.
The commitments
Anyone can claim the commitment. The price is what turns it into one.
An assessment that ends at discovery has moved the problem, not reduced it. A finding is finished when it is closed or deliberately accepted with the reason recorded — not when it appears in a register.
What it costsIt means quoting implementation, which is harder to scope than a report.
Through the implementation, the retest, and the awkward part where a planned change needs downtime agreed around someone else’s schedule. The alternative is a handover document and a list that comes back next year.
What it costsEngagements run longer than a report would, and cost more.
Two hundred findings are usually a handful of causes counted many times. Categories are easy to report and impossible to act on; causes have owners.
What it costsIt sometimes means saying the problem is not the one you were asked about.
No commission for recommending a cloud, a platform or a product, and no reseller margin anywhere. Where I would also deliver the work, that is stated in the proposal rather than discovered later.
What it costsIt rules out the revenue that makes cheap advice possible.
I take work I can carry properly and decline work I cannot. Capacity is not a limitation to apologise for — it is the mechanism that keeps the work serious.
What it costsAvailability is confirmed before a proposal, and sometimes the answer is no.
Why it matters
Discovery is the cheap half. The expensive half is the sequence, the owners, the downtime negotiated around a production schedule, and the evidence that still holds when someone competent asks about it a year later. That is the half most engagements skip, and it is the half that decides whether the same list comes back.
Method
A commitment is only worth stating if it can be checked. This is what is done, in order, on every engagement.
Record the affected system, decision owner, constraints, success criteria and excluded scope before comparing products or architectures.
Trace recurring findings and delivery failures to architecture, ownership, operating process or capacity before creating implementation tasks.
A recommendation lists viable alternatives, rejected options, cost and operating assumptions, material risks and conditions for approval.
No commission is received for recommending a cloud, platform or software product. Any delivery role is stated in the proposal.
Confirm accountable owners, dependencies, acceptance criteria, evidence requirements and the first implementation sequence before handover.
Decision record
Problem statement and scope
Evidence and unresolved assumptions
Options and evaluation criteria
Recommendation and rejected alternatives
Risks and approval conditions
Owners, actions and acceptance criteria
Next step
Bring the situation, the affected system, who owns the outcome and the deadline.
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