Case study 04
Operations · M365 · Governance
Cross-Department Digital Operations
A repeatable method for improving workflows across design, HR, IT, commercial and operational functions.
Illustrative operating model
Different departments. Shared information. Clear ownership.
Common industry challenges reconstructed as an operating model. Select a department to follow its information and decision path.
01 / Department need
Design
Model checks, drawing reviews and project records can sit in separate places.
informationRules · records · review
02 / Operating response
Connect the work
Connect design reviews to a shared issue record, agreed standards and a named owner.
Shared standards → traceable handovers → decisions supported by evidence
Problem
Disconnected processes, inconsistent information structures and duplicated data create friction between operational teams.
System
Select a step to see its role in the work.
01Observe friction
Start with the delay, duplication or unclear hand-off experienced by the team.
02Engage stakeholders
Check the process with the people who carry it out and approve its outputs.
03Define information
Identify the records and data that must move between teams.
04Govern
Agree ownership, access, approval and retention rules before changing the tools.
05Prototype
Test a small working flow against real tasks and exceptions.
06Train
Give teams practical guidance so the new flow can be used consistently.
07Automate
Automate stable, repeated steps while keeping exceptions visible.
08Measure and improve
Review adoption, errors and time spent so the workflow can be improved.
Outcome / direction
A systems-led approach that converts operational needs into governed, adoptable workflows rather than isolated tools.
Knowledge graph
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Follow the methods and information shared by this work and the cases below.