You are not sure how to propose improvements
Example situation
You enter the same customer information in two places. You think one shared form could replace the duplicate entry, but you do not know who uses the second record.
Our recommendation
Show the work you want to improve. Ask why the current method exists and who depends on it. Propose a small, authorized trial with results to compare, then decide whether to continue.
If you are the team member
Ask the person responsible for the process: “We enter these customer details twice. Who uses the second record, and which information do they need?” Check its approval, reporting, or customer purpose.
Describe the change you want and the result it should produce. “Could we test one shared form on the next internal request and compare preparation time and missing fields?” Include participants, what remains unchanged, and required approvals.
Ask for a decision or the missing evidence. After approval, record the current process for comparison. Run the agreed trial and show results, including new work for others.
Explain what you learned and recommend continuing, changing, or ending the proposal.
If you are the manager
Ask the person to demonstrate the current work. Involve anyone whose requirements could be affected and decide whether a limited trial is appropriate.
Provide the time, access, and approval the trial needs. Agree on the result you will inspect and the conditions that would require stopping it.
Credit the team member's dependency checks and inconvenient results when you use them in the decision. Explain whether the trial changes the team's method, and assign responsibility for keeping new instructions current.
Questions that come up
What if the manager says no?
Ask which requirement or constraint prevents the change and whether further evidence would affect the decision. Use that answer to revise the proposal or continue with the agreed method.
Last Updated: