Make the first conversation concrete.
Frame an accountable first conversation around a real decision workflow, its evidence, and the people who need to use the result.
Scope the work that matters.
A productive first conversation stays close to the decision, the evidence, and the people who need to use the result.
1. Discovery
Where does leadership repeatedly lose context, rebuild analysis, or revisit a decision without a clear record?
2. Pilot design
Choose one bounded workflow, identify its evidence package, and define the executive deliverable for review.
3. Evaluation
Review traceability, usefulness, confidence, time recovered, and what should change before expanding scope.
Questions to bring
What decision is in scope? Which systems contain the evidence? Who owns the outcome? What must be defensible?
Procurement topics
Security, deployment, support, data handling, governance, access, and pilot success criteria.
Useful next step
Bring one recent evidence package and one decision or review that would benefit from preserved continuity.
Start the conversation