The step-by-step plan for an optimized basic configuration:
Step 1: We'll schedule a joint meeting to assess the current situation. What challenges are you facing? How are the statuses currently configured? What are your preferences?
Step 2: The Consultant will create an overview of your current configuration. You can then specify what needs to be changed and what you want to retain.
Step 3: Subsequently, we'll provide you with some 'homework' and topics for consideration. This is to ensure that the configuration aligns as closely as possible with your preferences.
Step 4: In the second session, we'll come together again to implement the desired changes and thoroughly review everything.
Step 5: Finally, the Consultant will document the session, providing a summary and relevant documentation, allowing you to review it at your convenience.