Case study 04

Operations · M365 · Governance

Delivered

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.

Digital operationsConnecting functions through shared working rules
Operating model

01 / Department need

Design

Model checks, drawing reviews and project records can sit in separate places.

Accountable functionDesign lead
Shared
information
Rules · records · review

02 / Operating response

Connect the work

Connect design reviews to a shared issue record, agreed standards and a named owner.

Information to connectModel checks + issue register
OwnershipWho maintains the record?
GovernanceWho reviews the decision?
AutomationWhat moves between teams?
ReportingWhat can management act on?

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.

  1. 01Observe friction

    Start with the delay, duplication or unclear hand-off experienced by the team.

  2. 02Engage stakeholders

    Check the process with the people who carry it out and approve its outputs.

  3. 03Define information

    Identify the records and data that must move between teams.

  4. 04Govern

    Agree ownership, access, approval and retention rules before changing the tools.

  5. 05Prototype

    Test a small working flow against real tasks and exceptions.

  6. 06Train

    Give teams practical guidance so the new flow can be used consistently.

  7. 07Automate

    Automate stable, repeated steps while keeping exceptions visible.

  8. 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

Follow the methods and information shared by this work and the cases below.