What this service solves
When automation work spans departments, it helps to plan changes against one shared view of capacity and dependencies. This recurring engagement brings scoping, delivery, and support for selected workflows into an agreed operating plan. It gives team owners visibility into decisions, releases, and handoffs while the sponsor resolves competing priorities.
What you get
Shared delivery backlog
A prioritized view of approved work, dependencies, and decisions within the written monthly capacity plan.
Release and handoff records
A record of work delivered and supported, including decisions that affect operators and the information owners need for handoff.
What’s included
Plan a shared delivery backlog
Agree a shared backlog with team owners. Surface dependencies, the expected outcome of each item, and decisions needed from the sponsor.
Execute approved builds and changes within agreed capacity
Deliver the builds and changes approved for the agreed capacity. Review acceptance examples with the responsible owner.
Operate the selected workflows and report progress
Operate the selected workflows within the written scope and report progress, open issues, and handoffs.
How implementation works
Confirm capacity and boundaries
Use the initial scoping review to confirm the departments, capacity, access, and responsibilities that the engagement will cover.
Deliver and review work
Work through approved items in priority order. Review releases and operational issues with the relevant owners.
Reprioritize monthly
Review the month with the sponsor and team owners, then reprioritize the shared backlog against the next capacity plan.
Technical considerations
- Shared record and release ownership
- Identify which team owns each shared field or workflow decision and which roles can approve changes to the environments involved. Record the decision with the affected release so operators know which owner can resolve a question after handoff.
Systems, inputs & prerequisites
Executive sponsor, team owners, environment access, and a prioritized backlog.
- Name the sponsor and team owners and share a prioritized backlog with example outcomes and known dependencies.
- Confirm authorized environment access, who can approve releases, and which live workflows and service windows need discussion.
Starting scope & pricing
Base scope
Up to two departments and a written monthly capacity plan. Starts after an initial scoping review.
Illustrative workflow
Combine requests
Bring both teams' changes into one backlog and identify the shared record dependency.
Approve work
Agree the next deliverable, the accountable owner, and the available capacity.
Review handoff
Review the released change, ownership, and open operating issues with both teams.
Validation & handover
- Agree with the sponsor on the participating departments, monthly capacity, covered live workflows, and release and escalation authorities.
- For each delivered item, review the agreed acceptance evidence with the responsible owner and record the release or handoff decision.
- At the monthly review, reconcile completed work, operational issues, and remaining capacity. Record priority changes and decisions that require a sponsor or system owner.
Limitations & possible extras
Limitations
Work begins after scoping and follows the written capacity and support boundaries. Staffing, commitment length, and critical service windows require written agreement. Additional capacity, provider usage, and out-of-hours coverage can be scoped separately.
Staffing, commitment length, and critical service windows require a written agreement.
Possible extras
Additional capacity, enterprise assurance, out-of-hours coverage, and provider usage.
Questions about this service
Who decides which department's request comes first?
Team owners describe the operational impact and dependencies. The sponsor resolves competing requests against the agreed capacity and the current delivery backlog.
How does this differ from the Continuous Improvement Plan?
The partner engagement can include approved builds and a shared backlog across up to two departments. The Continuous Improvement Plan covers small approved improvements to an agreed workflow set within one system.
Who authorizes a release that affects both departments?
The scoping review identifies the responsible owners and their approval roles. The release record captures the agreed decision and any handoff needed by the teams that will operate the change.
Is critical out-of-hours coverage included in the monthly capacity?
Critical service windows and support responsibilities require a written agreement. Discuss out-of-hours coverage and additional capacity during scoping so they can be defined explicitly.