One question. An owner. A starting measure.
Use company records, human judgment and past results to investigate one question. Nodes connects that knowledge in a company-owned graph. Begin with analysis; agree implementation and expanded authority separately.
No company dataset is required for the first conversation.
Agree on the work before comparing platforms.
Inspect a question or relevant change, its sources, a local correction and compared options. Ask what the brief delivers, what implementation needs and how later results will be measured.
- 01Work
Which question or workflow has an accountable owner and a useful first measure?
- 02Signals
Which internal records and external developments matter? How often should Nodes check them?
- 03Context
Who validates local relevance, corrects assumptions, and fills information gaps?
- 04Authority
What may each person or agent read, recommend and change? Who approves and handles exceptions?
- 05Results
What are the starting business result, cost and team effort? Over what period will you compare them?
Give each participant a clear responsibility.
Name the business, local process, system and exception owners before access. One person may cover several roles. If implementation follows, agree handoffs and the support teams need to use the new process.
Choose the business priority.
Choose one business question and why it matters. Bring the accountable domain owner into the evaluation before access begins.
Own the decision and its scope.
Agree the question, task quality, exception limits and authority. Use evidence and total cost to expand, hold or narrow delegated work.
Explain what the records miss.
Explain local practices, past decisions and exceptions. Challenge assumptions and confirm whether an external change applies.
Shape the help people receive.
Inspect sources, flag missing context and practice the agreed process. Explain where guidance fails and which exceptions need the owner.
Set the access and operating boundary.
Agree sources and checking frequency, record visibility, supported models and deployment. Separate permission to read, recommend and act.
Agree how value will be measured.
Agree the business, cost and effort baseline and comparison period. Compare estimated impact with later results, actual cost and retained team effort.
Make the proposal inspectable.
- The agreed workflowQuestion, sources and checking frequency, access and recommendation scope, permitted changes, and approval and exception owners.
- A worked exampleFinding, source evidence and gaps, local correction, options, assumptions, estimated action and inaction costs, and recommended next steps.
- The operating planSeparately agreed implementation, integration dependencies, owners, employee guidance, exception handling and required approvals.
- The measurement planBusiness, cost and effort baseline, quality evidence, exception limits and review period. Compare actual results and costs before the owner expands, holds or narrows scope.
Go deeper where the decision needs it.
Finance and security can inspect their requirements alongside the shared workflow review.
Bring one question and its owner.
Explore the product without a dataset. A first decision brief returns findings, evidence gaps, options, estimated costs and next steps within 72 hours of complete agreed data access. Setup typically takes 1-2 weeks; implementation is separately scoped and scheduled.
Optional historical validation and earlier guides
Decision Replay is a separate, read-only evaluation of an accepted historical dataset. It has its own eligibility, evidence bar, and written terms. It is optional when historical testing fits your evaluation.
Read the Decision Replay conditions