| Process assessment | Current workflow, volumes, systems, stakeholders, exceptions and risks | Assessment report and process map | Discovery and baseline | Process samples, stakeholder access and system context |
| Scope and service design | Service boundaries, included tasks, exclusions, decision rights and delivery assumptions | Scope document | Scope definition | Business priorities, constraints and approval requirements |
| SOP library | Step-by-step instructions, input rules, examples, escalation paths and review responsibilities | Documented SOPs | Setup and training | Policies, templates, sample records and approved rules |
| RACI and governance model | Roles, accountability, approval flow, review cadence and escalation ownership | RACI matrix and governance plan | Setup | Named stakeholders and decision authority |
| Task intake workflow | Queue rules, categorisation, prioritisation, required fields and handoff points | Workflow board and intake template | Setup and pilot | Task types, priorities and access to work queues |
| Quality-control checklist | Review rules, sampling criteria, defect categories, tolerance levels and rework process | QA checklist and control log | Pilot and delivery | Quality standards and accepted examples |
| Pilot execution pack | Controlled work sample, issue log, lessons learned and scope refinement | Pilot report | Pilot | Representative task volume and feedback from reviewers |
| Managed delivery outputs | Completed tasks, processed records, reconciled work packets or prepared reports as agreed | Work batches and completion records | Production delivery | Clean inputs, timely approvals and system access |
| KPI and SLA report | Volume, turnaround, backlog, quality, rework, exceptions and escalation trends | Dashboard or scheduled report | Reporting | Baseline data and agreed KPI definitions |
| Exception and risk log | Unclear records, missing inputs, approval delays, system issues and decision blockers | Issue tracker | Delivery and optimisation | Client escalation owner and resolution rules |
| Training and handover material | Process overview, SOP usage, tool instructions, review routines and transition notes | Training deck, notes or knowledge-base entries | Handover | Internal owner participation and final review |
| Optimisation backlog | Improvement ideas, automation candidates, workflow changes and priority recommendations | Backlog and action plan | Ongoing improvement | Performance trends and business constraints |