THE GATED METHOD

A clear decision at every stage.

Each stage produces something concrete enough to decide what should happen next—continue, narrow the scope, change direction, or stop with clearer information than you had before. No stage begins without the previous one being resolved.

01 / GATHER

Understand the objective, workflow, people, systems, and constraints before proposing anything.

Stakeholder and subject-matter interviews
Workflow and process documentation review
Current-system and integration mapping
Data availability, quality, and access survey

Output

Current-state operating map

Decision gate

Is the problem defined well enough to assess?

Teams mapping workflows during a discovery session

02 / ASSESS

Evaluate readiness, data quality, integrations, risk, and ownership across the entire scope.

Process maturity and capability gap analysis
Data quality, availability, and governance review
Integration dependency and complexity mapping
Risk, compliance, and ownership inventory

Output

Readiness and risk findings

Decision gate

Are the conditions understood well enough to prioritize?

Controlled data environment review and systems assessment

03 / TARGET

Rank improvement opportunities by value, feasibility, cost, and adoption risk—then choose what to fund.

Opportunity scoring across value, feasibility, cost, and risk
Options analysis and scope definition
Stakeholder alignment on priority order
Roadmap sequencing with explicit decision points

Output

Prioritized roadmap and options

Decision gate

Which path is worth funding?

Strategic operations review and roadmap planning

04 / EXECUTE

Prototype, build, integrate, test, train, and deploy the prioritized capability with visible checkpoints.

Iterative build with structured review cycles
Integration and data connection work
User acceptance testing and edge-case review
Documentation, training, and handoff to operations

Output

Production-ready capability

Decision gate

Is the solution ready to operate?

Technical implementation and integration work in progress

05 / DRIVE

Support users, measure adoption, monitor performance, and improve the system over time.

Post-launch monitoring and issue resolution
Adoption measurement against defined success criteria
Structured feedback loops and iteration cycles
Ongoing improvement and managed support options

Output

Operating improvement plan

Decision gate

What should be optimized next?

Teams in adoption review and operating improvement session

ENGAGEMENT OPTIONS

Three ways to begin.

Readiness Audit

$1,500 — fixed scope

One business unit. Findings and a 90-day action plan within five business days. Covers G + A of the GATED Method. Audit fee credited toward implementation.

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Strategy engagement

Scoped to need

Covers Gather, Assess, and Target—producing a prioritized roadmap and scoped build options. Useful before committing to a larger implementation.

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End-to-end delivery

Full GATED Method

Assessment through delivery, adoption, and support. Senior-led with specialist execution. Engagement scope and pricing depend on the work.

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