The journey
Product entry → question → case → responsible care → reviewed outcome.
One useful workflow.
A clear reason
to move forward.
Evaluate product-to-care with one product range, one brand-owned entry and one responsible care team. Start with a bounded brief and agreed evidence.
Sample plan · live pilot subject to agreed scope and readinessTHE SAMPLE BRIEFSmall enough to evaluate.
Small enough to evaluate.
Complete enough to learn.
This is a proposed scope for discussion. It becomes a commitment only through a separate agreement covering delivery, responsibilities and commercial terms.
The boundary
One range and one approved channel. Wider listening, quality investigations and field operations stay outside the initial scope.
The deliverables
Journey map, configured experience, agreed case handoff, operator guidance and an evaluation report.
The responsibilities
A brand content owner, a care lead, a technical owner and an Ectoprime implementation contact agreed in the brief.
MILESTONES / EVIDENCE BEFORE PROGRESSIONKnow what comes next.
Know what comes next.
Know what it takes.
Timing follows source access, integration complexity and the agreed work. Each stage has an output and a decision gate.
- 01Frame
Agree the working problem.
Journey, source inventory and ownership map
- Acceptance gate
- A named buyer, an operating team and a bounded use case.
- Your team contributes
- A care lead, product owner and existing workflow.
- 02Rehearse
Walk the whole journey.
Product entry, case states and failure rehearsal
- Acceptance gate
- Representative users can complete the flow and recover from expected failures.
- Your team contributes
- Approved example content and operator feedback.
- 03Connect
Validate the real boundaries.
Authorised inputs, destination acknowledgement and control checks
- Acceptance gate
- Delivery, duplicate handling, access, export and recovery pass the agreed checks.
- Your team contributes
- System access, accountable owners and security review.
- 04Evaluate
Review the evidence together.
Baseline comparison, operating costs and next-step recommendation
- Acceptance gate
- The buyer can decide to iterate, extend or stop on documented evidence.
- Your team contributes
- Agreed evaluation period and time for operator review.
EVALUATION WORKSHEET / YOUR INPUTSStart with a baseline.
Start with a baseline.
Keep the assumptions visible.
Estimate handling effort from your own inputs. The optional scenario is a hypothesis you choose, not a predicted Ectoprime result.
HANDLING EFFORT / CALCULATED FROM YOUR INPUTS
Current baseline—hours / month
Your scenario—hours / month
Enter a case count from 0–1,000,000 and a handling time from 0–240 minutes to calculate a baseline.
Worksheet values are calculated locally and are not submitted by this tool. Staffing, training, integration and source costs are excluded.WHAT THE PILOT SHOULD ANSWERMeasure the workflow.
Measure the workflow.
Then decide.
Use an agreed baseline and evaluation period. Record exceptions, operator effort and case mix alongside the numbers.
Assignment completeness
Of accepted cases, how many reached a named responsible role?
Context completeness
Which required details arrived, which were missing, and which were verified?
Handling effort
How much active operator time did comparable cases require?
Recovery & reopening
Could the team recover failures and reopen a case without losing its history?
COMMERCIAL CLARITYUnderstand the work.
Understand the work.
Understand the cost categories.
A proposal should separate one-time implementation from ongoing software, support and any third-party source costs.
- Discovery & scope
- Journey, source review, responsibilities and acceptance brief.
- Implementation
- Experience configuration, agreed connectors, validation and handover.
- Ongoing operation
- Hosting, software, support responsibilities and review cadence.
- External services
- Licensed sources, messaging, storage or other agreed provider charges.
Bring the workflow
you want to improve.
A product range, the existing process and a care owner are useful starting points for the first conversation.
Review readiness before a live pilot