use case
Standardize solar project delivery without hiding exceptions
Define repeatable project stages, ownership, acceptance criteria, exception paths, and reporting across residential or commercial work.
01
Standardize the control points, not every project detail
A useful operating model gives teams a common stage and ownership language while preserving explicit exception handling.
- Project types and stage model
- Entry and exit criteria
- Owner and approval
- Exception and escalation
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Project type and template
- Stage, task, and dependency
- Acceptance evidence
- Exception, owner, and resolution
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Residential and commercial variants
- Jurisdiction differences
- Customer-specific requirements
- Change control
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Which stages are universal?
- What proves stage completion?
- Which exceptions recur?
- Who approves a process change?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.