Every opportunity, and who has the ball

Projects

Ocora support

See the workspace as the customer sees it. Nothing changes for them.

Viewing as

Customer workspace

Departments, leads and champions

Department Department lead Employee champion Primary software play Second play (optional) Third play (optional)

AI Audit methodology

Top-down and bottom-up weighting

C-suite weighting

Strategic priorities

Strategic value weight Executive priority theme

Knowledge-worker weighting

Workflow reality

Frontline friction weight

Portfolio balance

0 big-head / 0 long-tail

60% C-suite priority / 40% frontline friction

Continuous audit cadence

Programme horizon

Programme start month Planning horizon

Customer workspace

Tenant details

Company Workspace contact Ocora design leadNotified whenever an opportunity is sent to technical design. Design lead email Workspace currency

Workspace data

Backup and restore

This workspace lives in your browser only. Download a backup before a demo or a reset, and restore it on any machine to pick the audit back up.

Annual value claimed —

Opportunities 0

Priority wins 0

In technical design 0

Awaiting your decision 0

One pass, two records

Four steps produce an opportunity in Projects — scored, prioritised and ready to send to technical design — and the workflow it came from, which is what the design team actually reads. You can stop after step 1 and come back; nothing is saved to Projects until you submit.

1The opportunityWhat it is, who owns it, and the outcome wanted

What are you describing? Department Workflow name Business owner Target outcome Systems involved Data needed

2Map the current workflowEach step: what happens, who does it, in which system, and where the friction is

How often does it run, and at what scale? Who touches it, and roughly how many? What decisions are made along the way? What goes wrong, and how often?

3Prioritise itScored the same way as everything else in the portfolio

Business value 3 Data readiness 3 Delivery confidence 3 Strategic alignment 3 Roughly what is this worth a year?

A band, not a figure. Pick "Not yet sized" if it is too early to say. Executive sponsor Target delivery month Where did this come from?

4Review and add to ProjectsCreates the opportunity and attaches this workflow to it

Opportunity scope

Department
Owner
Sponsor
Outcome
Priority
Target
Value