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Engagement

Five stages of a Phenome engagement, each ending in an output and a decision

Each stage ends in a document or in running software. The last columns of the table say who or what decides that the next stage starts, and which tools are still in development. The method has not been measured on an engagement yet, and stage durations remain estimates until the first engagements measure them.

The five stages of a Phenome engagementMapping, designing, building, verifying and monitoring, one after another. After mapping, the people interviewed confirm the model. After verifying, the company decides to go live. A deviation found while monitoring opens a new design round.01Mappingcompany map withthe process model02Designinggap list with costs,deployment plan03Buildingmodules and adaptersto company systems04Verifyingconformancetest report05Monitoringobservationsand deviationsmap reviewedgo-live decisiona deviation opens a new design round

The stages at a glance

StageOutputThe company providesWho decides to move onState of the tools
1. Mappinginterview notes; the company map, with the process model in OPM and makigami storiespeople's time for interviews and for reviewing the mapthe people interviewed: each process is confirmed by someone who does that workthe OPM tool works; the interview guide and AI drafting are in development
2. Designinggap list with a cost per gap, to-be model, deployment plan split into phasesa person who decides on scopea decision-maker in the company approves the first phasegap analysis is in development
3. Buildingadapters to company systems, platform modules at released versionsaccess to the systems that are to be connectedthe test results of stage 4configurator tools work; the agent kit is in development
4. Verifyingconformance test report for every module and adapter—the company decides whether the verified phase goes liveconformance suites are in development
5. Monitoringobservations from the running deployment, reported deviations—a deviation opens the next design roundthe monitor is in development

1. Mapping

Object's consultants interview the company's staff area by area. Notes are typed during each conversation or straight after it, and every statement carries the speaker's role and the date.

The result is the company map, kept in the company's repository on Object's server or on the company's own systems, never in a public repository. The model of current processes is one of its seventeen parts:

Part of the mapWhat it holds
Processesan as-is OPM model, with makigami stories for the processes that matter
Business modelcustomer segments, products and services, channels, revenue and main costs, partners
Goalswhat the company wants to reach, with a measure, a date and an owner per goal
Timelinehistory that still shapes the company, and planned investments, plants, products, systems and hires
Organisationunits, roles, responsibilities and decision rights; people appear only as holders of roles
Competenceswhat people can do, how many can do it, knowledge held by one person only
Sitesplants, buildings, warehouses and offices with purpose, size and constraints
Assetsmachines, lines, tools, measuring equipment and the vehicle fleet: type, count, age, condition, control system, connectivity
Systemsapplications, databases, spreadsheets and shared folders that carry work, with the role each fills, its owner and how it exchanges data
Infrastructurenetworks, servers, cloud services, identities and access, backups, security
Productsthe portfolio, variants, what is made to order, volumes, the data that describes products
Supplierswhat each supplier or subcontractor delivers or does, how orders and confirmations pass, dependencies
Customerscustomer groups and key customers: how they order, what they require, how they receive goods and pay
Obligationsstandards, certifications, regulations, contracts and audits, each with an owner
Indicatorswhat is measured today, how often, and who looks at it
Riskswhat could stop the work, with likelihood, impact and the current safeguard
Datakinds of data, where each lives, who owns each fact, how long it is kept, what is personal or confidential

Registers record kinds and counts, without personal data. Where a person has to be named, the name stays in the company's repository with that person's consent.

Processes are drawn in OPM notation (ISO 19450) in a modelling tool that runs as a VS Code extension. The tool checks the model's structure and shows user stories as makigami. People check whether the model is true: it counts as reviewed when every process in it has been confirmed by at least one person who does that work.

2. Designing

The map is compared with the catalogue of module roles. Every gap found is one of four kinds:

  • no system or person fills a role the company needs;
  • two systems fill the same role at once;
  • data passes between two systems with no agreed contract, by file export, e-mail or retyping;
  • nobody owns a fact.

Each gap gets a cost in the company's own units: hours per week, errors per month or orders lost. Module selection starts with the most expensive gaps.

A system that the company already runs and that fills its role acceptably stays in place. It gets an adapter to the role's contract, and the people who use it carry on as before. A missing system is added through the same contract, from whichever vendor suits the company.

The deployment plan names, for each role, what fills it (a Phenome module, an existing system, a third-party product or nothing yet), the adapter, the contract version and the phase. The first phase has to go live on its own; a phase that only pays off together with a later one is merged into it or cut down. A decision-maker in the company approves the scope of the first phase.

3. Building

Adapters to the company's systems are written for each deployment, against the contract of the role each one serves. They go into the company's repository with the plan. Writing them requires access to the systems that are to be connected. Platform modules enter a deployment at released versions.

The agent kit is in development. With it, an AI agent will be able to write adapters and configurator definitions whose code goes through the same verification as code written by a person.

4. Verifying

The conformance suites are in development. Once they are ready, every module and adapter will run the suite of its role: valid and invalid examples, and behaviour under retry, timeout and an unknown outcome. The replacement test runs the same suite against another implementation of the same role.

A phase is verified when all its implementations have passed. The company decides when it goes live.

5. Monitoring

The monitor, still in development, collects what each contract promises to report once a phase is live. A deviation, meaning a broken contract or a process that has changed in the company, opens the next design round.

AI in the stages

Drafting process models from interview notes with AI belongs to the part of the method still in development. An AI agent may also write an adapter, and in both cases it sees the company's data.

AI can be left out of every stage. The company decides which AI model may see its data. Without an agent the consultant writes the model directly in the OPM editor, following the same method.

Phenome is a service of Object, a software and engineering studio.

Engagements are arranged through https://object.pl.