Talk to the advisory desk

Frame the business problem

For an ERP programme, describe the affected roles, critical workflows and stage of implementation. For an operating-model redesign, identify the decisions, handoffs and accountabilities that need to change. For an AI initiative, explain the work people are expected to do differently and the governance questions still open.

Include the programme scope, target timeline and evidence already available: workflow usage, workarounds, role proficiency or agreed business indicators. These details help distinguish a technology milestone from an adoption or capability question, without assuming that a transformation constraint has been confirmed.

Use a high-level summary rather than employee-level records or confidential operational data. The initial conversation can clarify the business question, affected population and evidence required before discussing an advisory engagement.