- given
- A handoff has no delivery owner
- when
- A user requests accepted status
- then
- The system prevents acceptance and identifies the missing field.
Illustrative example — fictional data
See how evidence becomes a plan.
A small fictional example showing the discipline behind an Edge Trail Map and the ProcessScout workspace. Follow a source through a finding, proposed change and acceptance test. Explore the method behind a reviewed assessment.
The decision: who owns a new-client handoff?
A fictional service firm wants to reduce incomplete handoffs between sales and delivery. The example separates what the records show from what still needs to be tested.
Sales-to-delivery onboarding handoff
| Record | Handoff complete | Delivery owner | Status |
|---|---|---|---|
| CASE-01 | No | Not assigned | Awaiting clarification |
| CASE-02 | Yes | Delivery lead | Accepted |
| CASE-03 | No | Not assigned | Awaiting clarification |
E-01
The delivery lead asks for a named owner before accepting new work.
E-03
The current example policy does not define an owner-required acceptance field.
Finding: two sample handoffs have no delivery owner.
Two of the three fictional records shown have no delivery owner assigned. This is a description of the sample only; it is not a measured failure rate for a real business.
Evidence and decision lineageSource → finding → acceptance
Follow the record links below to inspect the example.
- 01
Source
E-02Three fictional records
- 02
Finding
F-01Two of the three fictional handoffs have no delivery owner.
- 03
Reviewer decision
REV-01Supported by the illustrative records; no inference about real failure rates or savings.
- 04
Implementation test
AT-01The system prevents acceptance and identifies the missing field.
Two of the three fictional handoffs have no delivery owner.
Supported by the illustrative records; no inference about real failure rates or savings.
Proposed change: validate the handoff before delivery accepts it.
Require a delivery owner and complete handoff fields. Send incomplete cases back to sales with an explicit reason. Keep an approved exception path.
Current processHandoffs + rework
Illustrative current state · validate with the team.
Target processRules + exceptions
Proposed design · the team retains acceptance.
Exception path: authorized approval with a recorded reason.
Require a delivery owner and complete handoff fields before acceptance, with an authorized exception route.
Assumptions to confirm
- The client can assign an owner before handoff.
- The chosen workflow tool can validate the required fields.
Acceptance tests for the implementer.
Incomplete handoff
A handoff without a delivery owner cannot move to accepted status.
Valid handoff
A complete handoff can be accepted by the assigned delivery owner.
Approved exception
An authorized exception records its reason and approver.
- given
- A handoff has complete required fields
- when
- The assigned owner accepts it
- then
- The record moves to accepted and records the actor and time.
- given
- An exception is required
- when
- An authorized approver records a reason
- then
- The exception remains attributable and visible in the review record.
Example workspace · Fictional business data.
No savings claim without a baseline.
Measure handoff completion and acceptance time after agreeing the definitions and period. No real baseline, implementation or monetary outcome is supplied in this example.
- Baseline
- Not measured
- Actual
- Not measured
- Monetary outcome
- Not measured
- Metric definition
- Time from complete handoff submission to delivery acceptance; separately count returned incomplete handoffs.
- Measurement owner
- To be assigned by the client
- Review period
- To be agreed before implementation
Use the same questions on your process.
What is the source? What is assumed? Who approves the change? What would count as a successful implementation?