How opportunities get found, how one becomes a decision, where the capacity comes from, how it turns into revenue, and what runs in the first ninety days.
The funding covers platform work, partner work and a regulatory path at once. Each has different customers, different clocks and different ways of failing, and they draw on the same scientists and engineers. This paper sets out how the product function would be built, in the order the work happens.
| Principle | What it means here |
|---|---|
| A lean function | One role to start with. Stewardship spread across people who already work here, and product literacy taught rather than hired. |
| Diversified revenue | More than one way to be paid for work already being done. The layers inside a single delivery get priced separately before anything new is invented. |
| Growth-focused development | Strengthen what already earns, extend it into new offers, raise the value at each payer tier, and sell what the work leaves behind. |
| Smart allocation | One pool, three bands, set against measured capacity, published, and reversible with the reasoning written down. |
| A staged progression | Service with technology, technology-enabled service, technology-led service. Each one is a position that can be measured. |
| Product as the connection | Every material item carries a named owner in Commercial, Operations, Science and Technology. Product brings the four together and makes the trade-off visible. |
| Frameworks that run | Each framework has stated inputs, criteria and output. The same inputs give the same answer whoever runs it, which is also what lets an agent prepare it. |
Linear development means the path is knowable at the start. Each step follows from the last, dates can be attached, and the result can be forecast.
Non-linear development means the destination isn't knowable at the start. A capability throws up something odd, the odd thing gets followed, and the end point is somewhere nobody was aiming. It's managed on cost per learning cycle rather than progress against a plan, and most of the time it ends without a product.
Everything that follows is the linear path. The appendix covers how a non-linear one would be spotted and governed, and the one rule that stops it eating the capacity the plan depends on.
| Stage | Where expertise sits | What improves the economics |
|---|---|---|
| Service with technology | Experts do the work. Technology holds the data and helps the person doing it. | Price, and the mix of work taken on. Quality depends on who was assigned. |
| Technology-enabled service | Technology runs the routine path. Experts set the rules, clear the exceptions and sign the result. | A falling exception rate. Margin improves without a price change, and delivery becomes predictable enough to quote. |
| Technology-led service | The service runs on the platform. Experts set acceptance criteria, watch the results and audit a sample. | Volume grows faster than expert hours. A capability here can be configured by a customer or called by a partner. |
The rest of this paper follows the order the work would actually happen in. Each step needs the one before it.
The first job is a shared picture of how a study actually gets delivered. Not a process document — a blueprint drawn with Operations, Science and Technology in the room, showing who does what at each phase and where the handovers are. It takes a few sessions in the first month and it becomes the source everyone argues from afterwards.
The value of drawing it is that three separate things become visible at once: where expert time goes, where the work fails, and what the work leaves behind.
| Read it for | What to look at | What it produces |
|---|---|---|
| Expert time | Which phases touch Science, and how much of that work needs a doctorate | The automation and augmentation candidates |
| Failure | Where work comes back, gets queried, gets redone, or waits | The exception clusters, ranked by frequency |
| By-products | What the workflow records along the way and nobody counts | The data assets, and what could be sold from them |
Every candidate on the roadmap should come from one of those three readings, or from a customer asking. Anything else is someone's preference.
| Function | Asks |
|---|---|
| Product | What outcome matters here — faster turnaround, lower cost, more capacity, or an earlier decision |
| Science | What accuracy and reproducibility is needed, and which cases still need judgement |
| Technology | Whether it runs consistently across the data that turns up, and what reusable layer that needs |
| Operations | What it does to delivery load, turnaround and the exception queue |
| Commercial | Who buys the outcome, how it's packaged, and whether a fixed-scope entry point makes sense |
Candidates arrive all the time, informally. Each route knows one thing well and is blind to another, so the route points at the missing evidence rather than whether the idea is any good.
| Route | Arrives as | Brings | Missing |
|---|---|---|---|
| Operations | Friction in delivery | Frequency, hours consumed, where it fails | Whether anyone would pay, and reuse beyond this study |
| Science | A capability that now exists | Validity, reproducibility, what can be measured | Who has the problem, and what it's worth to them |
| Commercial | A request, or a lost deal | Named demand, whether budget exists | Reuse, and cost to serve |
| Partner | An integration ask | Reach, and the workflow the customer already uses | Margin, and who owns the customer |
Two mechanisms turn this into something workable. One intake record: what was raised, by whom, when, and what was said back. One short review every fortnight, where a few items get twenty minutes each, presented by whoever raised them. The output is a test to run with an owner and a date, not a decision to build.
Repetition matters more than enthusiasm. The same ask from unrelated accounts, or the same failure across unconnected studies, points at a problem that exists whether or not the person describing it is persuasive.
One page, written by whoever raised it, with Product filling the gaps their route is weak on. It replaces the business case, which takes longer, gets read by fewer people, and asks about investment before the problem is settled.
| Field | Question |
|---|---|
| Customer | Who has the problem |
| Problem | What they're trying to do, and what's in the way |
| Decision | Which decision the platform would improve |
| Value | What improving that decision is worth |
| Business impact | What changes here: revenue, margin, retention, strategic capability, market position or risk |
| Why us | What differentiated capability this leans on |
| Evidence | What's already known |
| Unknowns | What could still make it wrong |
| Delivery | What human and technology workflow would deliver it |
| Economics | What it costs to deliver, including the exception path |
| Commercial model | How the customer might pay, and against which budget line |
| Reuse | How many studies, customers or partners could use it unchanged |
| Next test | The cheapest credible way to learn the next thing |
| Stop or pivot | The result that would change the plan |
Business impact is a required field. Without it, an item that frees expert hours can't be weighed against one that wins a customer, and the argument defaults to whichever is easier to count.
Written before the test, not after. Fixing the threshold in advance ends the conversation about whether something sort of worked, and it makes a negative result respectable.
The gap that matters sits before a feature becomes a roadmap item: what exactly is being built, and whether Product, Technology and Science are shaping the same thing. Bring Technology in after the decision and architecture follows the roadmap instead of informing it, which is where the reuse and cost trade-offs get lost.
| Where it goes wrong | What replaces it |
|---|---|
| Requirements written, then estimated | The product boundary shaped together |
| The technical answer is yes or no | Alternative designs proposed, reusable pieces identified |
| Architecture follows the roadmap | Architecture helps set the roadmap |
| Technical trade-offs appear after launch | Trade-offs visible while shaping |
| The feature gets built once | What makes customer two easier is designed in |
| Technology measured on delivery | Technology also measured on reuse and cost to serve |
| Section | Product drives | Technology and Science bring |
|---|---|---|
| Outcome | The outcome and how success is defined | Whether it's technically and scientifically meaningful |
| Workflow | Users, friction, the experience aimed at | System boundaries, integration points, dependencies |
| Scientific truth | The scientific need turned into a requirement | Science sets validity and evidence; Technology says what that implies |
| Boundary | What's owned, what's partnered, what's left to the customer | Reusable platform boundaries and interfaces |
| Technical shape | Business-level requirements and the trade-offs accepted | Architecture, data, integration, security, how it runs |
| Automation boundary | The intended split between human and machine | Validation, failure detectability, the controls that follow |
| Economics | The value hypothesis and the commercial model | Build and run cost, and expert effort retained |
| Risk | What could stop adoption or scale | Domain risks and the controls available |
| Reuse | What must be reusable from customer two onward | Shared components, and what constrains sharing them |
| Next test | Which uncertainty gets resolved next | The cheapest technical or scientific experiment |
Six stages. The point isn't passing a committee, it's reducing uncertainty in the right order. Every stage ends in the same four words.
| Stage | The decision it ends on | What has to exist to move on |
|---|---|---|
| Discover | Is this worth shaping | The problem stated with no solution attached, and who has it |
| Shape | Is this a credible proposition | Product outcome, technical shape and automation boundary agreed together |
| Prove | Advance, pivot or stop | A test against a threshold written before the test |
| Productise | Can customer two be delivered | Repeatable workflow, measured exception rate, less expert effort per unit |
| Commercialise | Will people use it and pay | A named offer with a price, a contract route and someone selling it |
| Scale | Does this deserve more capacity | A second customer with no bespoke engineering, and margin that holds |
| Decision | Product | Science | Technology | Commercial | Operations |
|---|---|---|---|---|---|
| Customer problem and outcome | Accountable | Contributes | Contributes | Contributes | Contributes |
| Scientific validity and claim | Contributes | Accountable, hard stop | Contributes | Informed | Informed |
| Architecture and feasibility | Contributes | Contributes | Accountable, hard stop | Informed | Contributes |
| Automation boundary | Accountable | Contributes | Contributes | Informed | Contributes |
| Commercial proposition | Contributes | Informed | Informed | Accountable | Informed |
| Delivery feasibility and load | Contributes | Contributes | Contributes | Informed | Accountable |
| Investment recommendation | Accountable | Contributes | Contributes | Contributes | Contributes |
Science and Technology don't need to win every debate. They need a way to stop something that crosses their boundary. Product needs a way to make the trade-off when no boundary has been crossed. Consensus does neither: the loudest function gets an informal veto, or a generalist rules on questions they aren't qualified to rule on.
Two different questions get confused here. Where capacity goes is a portfolio question, answered by the three bands in Part 2. Which item inside a band goes first is a product question, answered here.
Six inputs have to be present before an item competes at all. If they can't be answered it goes back for evidence. That alone removes most of the volume without anyone having to say no.
| Input | Question | From |
|---|---|---|
| Demand | Which named accounts or partners, what value, repeat or one-off | Commercial |
| Reuse | How many studies, customers or partners use it unchanged | Product |
| Scientific basis | Whether it uses a real edge, and whether the validation path is known | Science |
| Regulatory claim | What intended use it creates, and what holding that claim costs | Quality and regulatory |
| Delivery leverage | Expert hours and quality hours removed per study | Operations |
| Cost to serve | Compute, storage and exception handling per scan and per study | Finance and Technology |
A single number that ranks everything looks decisive and isn't. The estimates underneath don't carry that precision, people learn to move the weights, and the argument shifts from the decision to the arithmetic.
| Source | What to ask | Evidence |
|---|---|---|
| Revenue growth | Does this create new revenue or raise the chance of winning | Named opportunity, pipeline demand, a pricing hypothesis |
| Margin and cost | Does it improve the economics of work already being done | Cost to serve, expert hours removed, less rework |
| Retention | Does it protect or deepen an existing relationship | Stated customer pain, support burden, turnaround, repeat use |
| Strategic capability | Does it unlock something else | What becomes possible afterwards that isn't possible now |
| Market position | Does it create something defensible | What a competitor would need in order to match it |
| Risk | Does it reduce a real operational or regulatory exposure | Failure rate, traceability, dependency on individuals |
Not every item needs a revenue forecast. Early ones can carry option value instead, as long as that's said out loud and the evidence that would make the option worth taking is written down.
The unblocking axis does most of the work. Something that frees ten expert days a month is worth less than something that makes four other things possible. Ordering by value delivered builds a pile of good things that don't compound. Ordering by constraint removed builds a platform.
A discovery experiment shouldn't have to prove what a mature product proves. Asking for the whole case at the start kills work before it's had the chance to produce anything.
| Stage | The decision | What carries the weight |
|---|---|---|
| Discovery | Is this a real problem worth learning about | Customer pull, strategic relevance, scientific plausibility |
| Proof | Is there enough value to justify more work | Customer value, scientific acceptance, feasibility, willingness to pay |
| Productisation | Can the workflow be made repeatable | Configuration share, exception rate, expert hours, cost to serve |
| Commercialisation | Will customers use it and pay | Conversion, activation, repeat use, margin |
| Scale | Does this deserve real capacity | Repeatability past the first customer, reusable revenue, reliability |
One card per item, carried into the review and updated as evidence arrives. It's also the artefact the assessment step in 1.13 reads.
| Field | Content |
|---|---|
| Problem | The customer, operational or scientific problem |
| Business impact | Which source above, and by what mechanism |
| Customer evidence | Who has confirmed it, and how strong the pull is |
| Scientific evidence | What's established, what's still uncertain |
| Technical evidence | What's feasible, what's expensive or dependent |
| Delivery leverage | Effect on expert hours, exception rate, turnaround, reuse, cost to serve |
| Commercial model | Who pays, for what outcome, packaged how |
| Stage | Discovery, proof, productisation, commercialisation or scale |
| Biggest uncertainty | The one question that could kill it |
| Next test | The smallest experiment that answers it |
| Capacity ask | People, time, and what gets displaced |
| Decision | Advance, hold, pivot or stop |
| Next gate | What evidence is needed before the next investment |
Inside a single product the work runs in five phases. Each one has a question and an exit condition, and skipping one usually shows up later as a number nobody trusts or a workflow nobody can hand over.
A brief describes outcomes and constraints. Technical solutions stay out of it, because writing them in takes away the decision the technical owner is accountable for. Four things get stated before build.
Only two of them carry a price. Classifying at entry decides whether the item is expected to earn or to be budgeted as cost.
| Class | What it does | Priced | Traced to |
|---|---|---|---|
| Protect | Holds existing revenue. Reliability, compliance, the reasons a customer stays. | No | Retention of named revenue |
| Enable | Makes something else sellable. Provenance, versioning, automation, standardisation. | No | The offers it unlocks |
| Create | A new thing a new buyer pays for, with its own line on an invoice. | Yes | Its own stream |
| Expand | An existing customer pays more. Extensions, extra modalities, more sites. | Yes | Extension value on the account |
Enablers get traced, not priced. Charging for the piece that makes the sellable thing possible raises the price of the thing being sold and blocks the channel it was built for. The revenue it unlocks gets counted against it instead.
The balance across the four is a health check. Mostly protect means the business is holding position. Mostly create with no enable underneath means shipping things that can't be delivered at a sensible cost.
This usually gets argued on whether the technology can do it. In a regulated science business that's the wrong test. If a wrong answer comes out quietly, automating it moves risk rather than cost, however good the method. The question worth asking is where automation increases the leverage of scarce expertise without giving up quality or safety.
| Mode | What it means | What it does to the economics |
|---|---|---|
| Expert-led | An expert does the work. | Good margin per unit, no leverage. A choice, reviewed at each gate. |
| Expert-verified | Automated, every case reviewed before release. | Leverage on speed and consistency, not on headcount. |
| Exception-only | Automated, people work a queue. | The first mode where volume grows faster than headcount. |
| Audit-sampled | Automated, quality held by sampling and monitoring. | The only mode that can be licensed or embedded. |
The mode isn't fixed for the life of a capability. As the exception rate falls it moves down the list and margin improves without a price change. That gives the leverage band something concrete to aim at instead of a general instruction to automate. It also gives Science a way to say no that isn't about protecting territory, and Commercial a way to explain why one analysis costs more than another.
Break each step of the delivery workflow into sub-tasks, then classify the behaviour each one demands. The classification picks the move; nobody has to argue about it.
Asking whether a whole capability can be automated usually gets the answer no, and the conversation stops. Split the task into four stages and the answer becomes specific.
| Dimension | Question | A high score means |
|---|---|---|
| Judgement | How much interpretation is needed | Keep expertise close |
| Risk | What a wrong output costs | More human control, earlier |
| Volume | How often it happens | Better economics for automating |
| Standardisation | Whether it can be made consistent | Automation is feasible |
| Leverage | Whether automating creates reusable capability | Worth more than the hours saved |
A loop that's designed gives four things back: the exception record that sequences the next piece of automation, the evidence behind the claim, the audit trail the regulated setting needs, and the data that lets the mode move. A loop that exists as a fallback gives none of them, because nothing gets recorded in a usable form.
| Element | Settled before build |
|---|---|
| Trigger | What sends a case to a person instead of through |
| Presentation | What they see: the proposed answer, where it came from, where confidence is low |
| Decision set | A closed set of responses, so outcomes can be counted |
| Record | What gets written down, in a shape that supports analysis later |
| Feedback | Where the outcome goes, and what it changes |
| Role around the workflow | Holds |
|---|---|
| Operator | Runs it, handles routine exceptions inside the rules |
| Reviewer | Resolves what the rules don't cover, and classifies it |
| Auditor | Samples released output, watches failure rates, raises a validation event on a shift |
| Accountable expert | Owns the acceptance criteria and the claim, signs any change of mode |
Splitting these roles is what lets work cross the expertise line. When one person holds all four, every case costs the most expensive role in the set.
Automation is the narrowest of the three, and the one most platform strategies start and stop at. The other two change different things and get measured differently, which is what makes this a progression rather than three similar words.
| Move | What changes | Where the value shows up |
|---|---|---|
| Automate | The machine does repeatable work without a person doing it each time | Expert hours per unit, and turnaround |
| Augment | A person does better work than they could alone, or a different person can now do it at all | Who can perform the step, and consistency between people |
| Amplify | The same expertise reaches people who will never meet a scientist here | Customers served per capability, and partner-originated revenue |
On the blueprint these are directions of travel: down across the automation line, up across the expertise line, up across the visibility line. A roadmap becomes work crossing a line rather than a list of features.
The obvious fourth step is autonomy. It's left out. In a regulated imaging business it contradicts everything worth saying about failure detectability and audit sampling, and it tells the science team their expertise is on a countdown.
Each move needs its own measures. Judging an augmentation feature on cost per scan makes it look like a failure. Judging automation on user satisfaction makes it look like a success when it isn't.
| Layer | What runs without a person | What has to exist first | What it changes |
|---|---|---|---|
| Task execution | A defined step on defined inputs | A validated method, a bounded input | Time per unit, consistency between operators |
| Flow control | Routing, sequencing, retries, queues, notification | A stable definition of done and of failed | Elapsed time and coordination effort, usually bigger than processing time |
| Judgement support | A proposed decision with its evidence, confirmed by a person | Provenance on every value, and a record of the confirmation | Who can do the step. It moves to a wider group. |
| Assured operation | The whole path, with quality held by sampling and monitoring | Detectable failure, a watched population of results, a defined response to drift | The capability becomes licensable, and cost separates from headcount |
Sequencing follows how often something fails, not how interesting it is to build. The layer that removes the most frequent failure pays back faster and also produces the data the next layer needs.
| Score | What it means | What becomes possible | What has to change to move up one |
|---|---|---|---|
| 0 | Bespoke expert work | Expert-led delivery only | Write down what was done, so it can be done again |
| 1 | Repeatable internally | A standard operating procedure | Make the inputs and outputs the same every time |
| 2 | Standardised service | A fixed-scope package with a price | Turn build steps into configuration steps |
| 3 | Configurable, productised | Lower-touch delivery, quotable in advance | Get the exception rate low enough that nobody has to watch it |
| 4 | Low-touch external use | Recurring or usage-based revenue | A stable contract, a permissions model and a support model |
| 5 | Embedded or partner-distributed | An ecosystem model | — |
A thesis doesn't have to prove the whole business before getting capacity. It has to show why the next unit of capacity is rational.
| Stage | Gets enough capacity to prove | Released by |
|---|---|---|
| Problem | The problem is real and shared | Unrelated accounts describing the same thing |
| Proof | Value and feasibility | A test against a threshold set in advance |
| Repeatable | Delivery is consistent | A defined procedure, a measured exception rate, delivery by someone else |
| Viable | Customers use it and pay | Conversion from a proof of value, and margin against cost to serve |
| Scalable | The first success wasn't a one-off | A second customer delivered with no bespoke engineering |
| Dimension | Leading | Product | Outcome |
|---|---|---|---|
| Customer pull | Qualified signals, interview evidence, design partners | Proof-of-value conversion, onboarding, repeat use | Expansion, retention, referenceability |
| Scientific quality | Evidence maturity, validation plan | Performance against a comparator, reproducibility | Scientific acceptance, reuse across studies |
| Delivery | Time-to-value plan, workflow map | Turnaround, configuration share, exception rate, human hours | Faster deployment, lower support burden |
| Economics | Unit-cost model, price hypothesis | Cost to serve, revenue per expert hour | Gross margin, payback, reusable revenue |
| Distribution | Pipeline and partner interest | Active customers, usage, readiness for customer two | Partner-sourced revenue, multi-customer adoption |
| Platform and risk | Architecture readiness, intended-use assessment | Reliability, traceability, version control | Regulatory readiness, sustainable operating risk |
A feature isn't a revenue stream. Two things sit between them, and both get skipped: the operational change the feature causes, and the economic change that follows from it. Naming them is what makes the claim checkable.
The longer form of the same chain gets used when an item is being written up rather than checked: problem, who has it, what changes if it's solved, which capability creates that, how the capability is delivered, how it's charged for, what it costs to serve, and what measurable result says it worked.
A study gets delivered as one item and invoiced as one item, but it contains several services with different buyers, different cost structures and different ceilings: site access and qualification, capture and harmonisation, computation, expert interpretation, evidence assembly, comparison against a wider population, and delivery into someone else's workflow. Pricing them separately, internally at first, shows which layer carries the margin and which is subsidising the rest. Most new revenue in an analytics business comes from selling one layer to a buyer who'd never buy the whole thing.
| Element | Question | What happens without it |
|---|---|---|
| Name | What it's called, in the customer's words | Sold as some analysis work, priced by argument each time |
| Buyer | Who signs, and whether a budget line already exists | Enthusiasm from someone who can't purchase |
| Value unit | What they're counting | Every deal quoted from scratch |
| Promise | What's guaranteed, and what happens if it's missed | Scope arguments after delivery |
| Boundary | What's explicitly not included | Margin leaking into unpaid extras |
| Price and floor | What it costs at the margin, and the lowest acceptable price | Discounting below cost, invisibly |
| Contract path | Whether it can be sold without a full study agreement | A small package carrying a large package's paperwork |
| Seller | Whose target it lands on | A real offer nobody is paid to sell |
Contract path and seller are the two that get forgotten, and both are product decisions even though neither is software. They belong on the roadmap next to the build.
The point isn't to push everyone to self-service. It's to stop expensive expert delivery being applied to every customer regardless of what they're worth.
| Customer position | Model | Why |
|---|---|---|
| Lower value, lower complexity | Fixed package or self-service | Low cost to serve, low friction to buy |
| Medium value, repeatable need | Productised service, pooled support | Keeps expertise while cutting bespoke work |
| High value, complex need | Managed service with named scientific support | The value justifies the expert involvement |
| Strategic or ecosystem partner | Integration and a strategic relationship | Multi-study, distribution and embedded potential |
Data doesn't become revenue in one step. Each level needs the one below it, and the bottom two earn nothing directly.
| Level | What happens | Revenue |
|---|---|---|
| Use it | Fix the exceptions, find the clusters, bring the failure rate down | None. Everything above depends on it. |
| Reflect it | Give it back to whoever generated it, against the wider network | None directly. Buys retention and better inputs. |
| Compare it | Show how one site, protocol or cohort sits against everything else seen | First sellable level |
| Predict with it | Say in advance what a given design will produce | Sold before a contract exists, which is also when it helps win the work |
| Price the risk | Guarantee an outcome instead of selling the effort | A different margin structure, set by the buyer's risk rather than by cost |
Rights position gets stated before any of this is proposed, because it's the first question anyone asks. Operational and process metadata usually sits in a different position from patient-level data, and that difference decides which candidates are product work and which are legal projects. The cheap move is a contract template that seeks aggregate-use rights in exchange for giving the customer access to the resulting comparison. It costs nothing today and it compounds with every study signed afterwards.
The fourth is the one people skip. Where a channel reaches segments not sold to directly, the volume is new. Where the segments overlap, a written channel rule is easier to enforce than a price floor and settles the question before the first conflict rather than after it.
The function starts as one role, supported by people who already have day jobs. A director who tries to be the product manager for everything becomes the bottleneck the role exists to remove, so what the function refuses matters as much as what it owns.
| Owned | Convened, not owned | Not done |
|---|---|---|
| The portfolio and the band split | Scientific validity and biomarker strategy | Sprint management and delivery coordination |
| Gate decisions and the decision log | Architecture and technical design | Writing technical solutions into briefs |
| The interfaces between components | Pricing, which Commercial owns | Owning day-to-day backlogs |
| Reuse, cost to serve, packaging input | Customer relationships, which Commercial and Operations own | Attending every delivery meeting |
| The productisation measure and its baseline | Regulatory strategy, which quality and regulatory owns | Being the only person who knows things |
A squad model needs a product manager per squad. Instead, a small cell forms around a live thesis, made of people already here, and ends when the question is answered. Nobody leaves their day job for it.
In a specialist business the real fight is rarely about priorities. It's about whose expertise counts as authoritative. Naming four owners and giving two of them a hard stop settles that up front, and it costs the product function very little in practice.
A squad model needs a product manager per squad. The alternative is a component model with stewardship spread across people who already work here.
| Choice | Used when | Effect |
|---|---|---|
| Build | Differentiated scientific capability and intellectual property | Protects and compounds what's already an advantage |
| Buy | Commodity or regulated-standard capability | Keeps scarce engineering off non-differentiating infrastructure |
| Partner | Someone else has the distribution, workflow or complementary capability | Ecosystem leverage instead of rebuilding the stack |
| Decline | Low demand, low reuse, weak economics or poor fit | Protects capacity, and lets the organisation say publicly what it isn't doing |
The decline column is the most useful one. A lean organisation has to be able to state what it isn't doing, so people stop asking.
The aim isn't to turn scientists into junior product managers. It's to make them better at turning a scientific insight into a product decision, while Product absorbs the commercial and delivery mechanics. That distinction is what makes the path acceptable to the people asked to walk it.
This falls over when the time is notional. One of four mechanisms gets chosen for each person, explicitly, rather than assumed.
| Mechanism | Used when |
|---|---|
| Protect time inside the band | The thesis matters strategically, and the allocation sits in the split rather than on top of it |
| Remove work | There's lower-value work that can stop |
| Business analyst or product owner support | The expertise is there but the bandwidth isn't |
| A short external burst | A specialised skill is missing for a while |
| Module | Worked on | What it builds | |
|---|---|---|---|
| 1 | From science to problem | One capability rewritten as a customer problem | Problem framing |
| 2 | Customer discovery | Interviews with sponsor, diagnostics or partner people | Customer evidence |
| 3 | The product thesis | The one page, written | Product judgement |
| 4 | Value and economics | Value, cost to serve, a commercial hypothesis | Commercial thinking |
| 5 | Experiment design | The smallest credible test, threshold set first | Learning discipline |
| 6 | Productisation | The boundary test and the route-to-market options | Delivery-model thinking |
| 7 | Risk and intended use | Boundaries set with quality, regulatory and Technology | Risk-aware product thinking |
| 8 | Portfolio decision | A thesis presented for advance, hold, pivot or stop | Executive communication |
Sessions on validity, architecture and regulatory claim are led by those functions rather than by Product. Two run the other way, with scientists teaching Product and Commercial the underlying science. That buys more credibility than anything Product could deliver on its own. Everything worked on is live; there are no case studies.
Every framework here has stated inputs, criteria and output. That's what makes an assessment come out the same whoever runs it, and it's also what lets part of it be prepared automatically. What follows is a check that runs before meetings that already exist. Not a decision engine, and not a new platform.
Whoever is about to submit something runs it first. They get a verdict and a list of what's missing, and they fix what they can before anyone else's time is spent. Then the same assessment travels with the item into the review, so everyone reads the same page.
The value is in what never reaches the meeting. A lot of what gets deferred today is deferred for a missing number the person who raised it could have found in twenty minutes, if anyone had told them it was needed.
| Framework | The question it settles |
|---|---|
| Admissibility | Whether an item is formed enough to compete for capacity |
| Five lenses and the decision card | Whether the evidence supports the next unit of investment |
| Sequencing matrix | Which of the admissible items goes first |
| Boundary test and service modes | How much human review is needed |
| Repeatability scale | How close it is to running without an expert watching |
| Gates | What evidence has to exist before more gets invested |
| Route-to-market ladder | How much involvement delivery still needs |
| Feature-to-revenue trace | Whether it connects to a stream in both directions |
| Checkpoint | Runs before | Reads | Produces |
|---|---|---|---|
| Intake | Anything reaching the monthly agenda | Intake record, decision log, past theses, contract summaries | An admissibility card: which inputs are present, who has asked before, proposed band |
| Pre-review | The monthly portfolio review | Thesis and decision card, validation records, exception telemetry, contracts, pipeline | One page per item against the five lenses, plus a gap block with owners |
| Pre-gate | The quarterly capacity gate | The quarter's decision log, band status, trace status | Band adherence, untraced items, untraced streams, stop conditions coming due |
| Release readiness | A platform release | The change set, active study list, method versions in use, intended-use register | Which live studies are affected, whether comparability is at risk, whether a claim changes |
| Reporting | Board papers | The quarter's decisions and measures, what shipped and what stopped | A draft summary in the language the board already uses |
| Element | Definition |
|---|---|
| Trigger | What makes it run, and who runs it |
| Sources | The records it reads, and the access needed |
| Criteria | The framework applied, by version |
| Output | A fixed structure: verdict, gaps with owners, precedent found, conflicts |
| Verdict set | Closed, so results compare across items and over time |
| Reviewer | The person accountable, who stays accountable whether or not it was assisted |
Build order follows the records. A check that reads a decision log, a version register and a contract summary becomes possible as soon as those exist in a consistent shape, which makes the record-keeping in the first ninety days the thing that unlocks this layer rather than a separate project. The release check is the one with real money behind it, because a method change inside a running study affects comparability across the whole study rather than one result.
Part 1 covers how something becomes a product. This part covers who decides, on what evidence, and where the capacity comes from. The aim is to take decisions off the calendar rather than add meetings to it.
Two roadmaps already exist: a platform roadmap owned by Technology and driven by operational requests and near-term client work, and a science roadmap owned by Science and split between long-term clinical strategy and near-term client needs. The growth agenda doesn't add a third stream. It adds three — partner integration, automation and standardisation, and the regulatory path — each with its own clock, buyer and way of failing.
Merging the two roadmaps would remove what makes each of them work: scientific judgement, architectural coherence, contractual awareness. What unifies is the decision framework and the capacity view. Ownership stays where it is.
| Band | Purpose | Rule | Prioritised on |
|---|---|---|---|
| RUN | Keeps the current business running | Ring-fenced first, never traded down mid-quarter. Changes belong to Operations and Commercial. | Delivery obligation. Inefficient run work can be challenged, but not deprioritised. |
| LEVERAGE | Makes today's business cheaper and more scalable | Protected floor. This is the first thing sacrificed to client pressure, and the only route to structural margin without a price rise. | Measurable leverage — expert hours, exception rate, turnaround, configuration share, cost to serve — weighted by how important the workflow is. |
| GROW | Creates future revenue and options | Evidence-gated on entry, reviewed at each quarterly gate against a written stop condition. | Strength of customer pull, business impact, scientific and technical credibility, and a route to market. |
| Function | Brings | Holds |
|---|---|---|
| Commercial | Demand evidence, whether budget exists, pricing, channel position | Price and packaging |
| Operations | Delivery feasibility, exception load, hours consumed, turnaround | Changes to contracted delivery |
| Science | Validity, evidence, the validation path, acceptance criteria | A hard stop on the scientific claim |
| Technology | Feasibility, architecture, exposure, cost of running it | A hard stop on architecture and exposure |
| Quality and regulatory | Intended use, claims, change control | The regulatory boundary |
| Product | The portfolio view, sequence, reuse, cost-to-serve logic, the trace to revenue | The trade-off, and the gate record |
One accountable owner per decision. Hard stops sit with whoever carries the professional risk, and get used at gate entry rather than at launch review. Consensus does one of two things in a specialist business: the loudest function gets an informal veto anyway, or a generalist ends up ruling on questions they aren't qualified to rule on.
| Decision | Accountable | Hard stop | Ratified |
|---|---|---|---|
| Problem, proposition, who it's for | Product | — | Executive |
| Build, configure, partner or decline | Product | Technology on architecture; Science on validity; quality and regulatory on the claim | — |
| Moving something from bespoke to reusable | Product | Science, Technology | Executive |
| The capacity split | Executive forum | Finance on the envelope | Executive |
| Order of work inside a band | Band owner | — | Product |
| Advancing through a gate | Product and Science together | Science on validity | — |
| Scale, pivot or stop | Product proposes | Science, Technology | Executive |
| Changes to contracted delivery | Operations and Commercial | — | — |
| Pricing and packaging | Commercial | Product on reuse and cost to serve; Finance on the margin floor | Executive |
Gates protect against expensive mistakes. They also make small experiments impossible, because nobody convenes a committee to spend three days finding something out. So there are two lanes with different rules, and most of the volume goes through the fast one.
| Forum | Purpose | Cadence | Question |
|---|---|---|---|
| Discovery review | Decides which signals deserve a thesis | Fortnightly, short | Is this worth investigating |
| Portfolio review | Advances, holds, pivots or stops live theses | Monthly | What did the evidence show |
| Capacity gate | Sets the band split, confirms stop conditions, approves the next two quarters | Quarterly | Where does the next unit of capacity go |
| Delivery review | Unblocks live work. No roadmap decisions here. | Weekly, short | What's stopping delivery |
| Scientific and regulatory gate | Protects scientific and regulatory authority | At gates, or on trigger | Is the claim acceptable |
The weekly one matters most for what it doesn't do. Delivery meetings are where roadmaps quietly get rewritten by whoever is under the most pressure that week.
Each entry in the decision log records the decision, the date, the owner, the band, the evidence relied on, the capacity committed, what would change the decision, and when it gets looked at again. The last two are the ones that matter. They make reversing a decision cheap and unembarrassing, which is what placing bets in a moving market requires. A decision reversed on new evidence is the system working. A decision reopened with no new evidence means the decision rights aren't real.
Ideas earn capacity as they earn evidence. Promotion is joint between Product and Science; validity stays a single function's call. The decision at every gate is one of four words.
| Gate | Evidence | Signed by |
|---|---|---|
| G0 Signal | Customer request, scientific insight, operational pain or partner interest, with the repetition recorded | Product |
| G1 Problem | Interviews, won and lost reasons, workflow observation | Product and Commercial |
| G2 Feasible | Validation data, prototype, technical spike | Science and Technology |
| G3 Valuable | A paid proof of value, willingness to pay, or time and cost demonstrably saved | Commercial |
| G4 Repeatable | Standard inputs and outputs, quality control, measured exception rate and cost to serve | Operations and Science |
| G5 Scalable | A second or third customer, a repeatable integration, margin that holds | Product and Technology |
| G6 Regulated | Intended use, clinical evaluation, quality system, submission plan | Quality and regulatory, with Science |
In a lean organisation, scarce scientific and engineering capacity behaves like capital. Governance should show not just what the company wants to build but what capacity each intention consumes.
The trace from 1.10 shows up in governance as two extra columns on the portfolio view — the value unit and the stream — and one question at the gate: which stream does this touch, and can the walk down to named features be made. If neither direction survives, the item goes back rather than in.
| What shows up | How it looks | What happens |
|---|---|---|
| Untraced item | On the roadmap, traces to no stream, and isn't classified as protect | Reclassified as hygiene with an explicit budget, or dropped |
| Untraced stream | In the plan, and the backward walk finds no features | Called an aspiration, with the gap named and dated |
| Mispriced enabler | Somebody wants to charge for the thing that makes the sellable thing possible | Trace it to what it unlocks, count that revenue against it, leave it free at the point of use |
| Uncaptured creator | Something with its own buyer is being delivered inside a bundled fee | Name it, price it, give it a contract path and an owner |
| Unsold offer | A real package exists and lands on nobody's target | Assign a seller, or withdraw it |
Benchmark against ourselves first. Generic software benchmarks describe a business with a different cost structure, a different buyer and no validation obligation, and importing them produces targets nobody can act on. The first quarter sets a baseline. Direction of travel comes after that.
Configuration share of new-study setup — how much of a new study can be stood up without engineering. If it's rising, licensing gets cheaper to deliver, onboarding speeds up, margin improves structurally, and the regulatory conversation gets less expensive because the validated surface is smaller. If it's flat, features are shipping and the platform position isn't moving.
| Area | Baseline | Direction |
|---|---|---|
| Activation | Time from contract or onboarding to first useful output | Down |
| Workflow efficiency | Expert hours per study or per analysis | Down |
| Automation | Share of eligible workflow steps automated | Up |
| Exceptions | Exception rate and resolution time | Down |
| Adoption | Share of eligible studies or capabilities using platform functionality | Up |
| Commercialisation | Proof-of-value conversion, and expansion revenue | Up |
| Reuse | Reusable capability ratio, and position on the repeatability scale | Up |
| Roadmap health | Planned against unplanned work | More planned |
| Decision velocity | Time from raised to decided | Down |
| Portfolio economics | Expected value against scarce capacity consumed | Up |
| Measure | How it's worked out | What it shows |
|---|---|---|
| Configuration share | Setup done by configuration ÷ total new-study setup | Movement from platform to product |
| Expert leverage | Output volume ÷ expert hours | Whether automation is actually freeing specialists |
| Exception rate | Cases needing intervention ÷ total cases | How scalable an automated workflow really is |
| Time to value | Accepted work to first usable output | Customer experience and operational friction |
| Proof-of-value conversion | Converted to paid ÷ completed proofs of value | Whether learning turns into revenue |
| Second-customer repeatability | Second customers with no bespoke engineering ÷ second customers | Whether the first success was a one-off |
| Revenue per expert hour | Revenue supported ÷ expert hours consumed | Scientific leverage in commercial terms |
| Integration leverage | Second integration effort ÷ first integration effort | Whether the pattern is becoming reusable |
| Decision latency | Median days from raised to decided | Whether governance is faster than what it replaced |
| Re-litigation rate | Decisions reopened with no new evidence ÷ total decisions | Whether the decision rights are accepted |
| Does the market value what was built | Is the operating model working |
|---|---|
|
Partner-originated revenue and pipeline Live integrations on the repeatable pattern Recurring and licence share of revenue Reuse — customers per shipped capability Time to first result for a new study Customer extension rate and value Gross margin by offer type Order book concentration by indication |
Band adherence — actual against planned Exception rate and queue age Expert hours per study Share of growth items with all six inputs at entry Decision latency, and decisions reopened with no new evidence Share of capacity eaten by unplanned work Rework and impairment on platform assets Gate throughput — promoted against stalled Stewards trained, and theses authored outside Product |
Reporting only the first family is how a company finds out too late that its process was theatre. Decisions reopened with no new evidence is the one to watch hardest — it points at a relationship to repair rather than a forum to redesign.
All of it has to go in alongside live delivery. Seven streams run at once rather than three phases in a row, because they depend on each other: records before agents, a measured denominator before any split, cost to serve before any price. Contracted delivery is where care is needed, and nothing in it moves in the first month. Most of what the growth agenda needs isn't in flight at all, which is where the work goes first.
| DAYS 1–30 — find out what's true | DAYS 31–60 — try it on something real | DAYS 61–90 — make it the way things work | |
|---|---|---|---|
| Learn the product | Map how a study actually gets delivered, with Operations, Science and Technology. Sit with the people doing the work. Watch one setup end to end. | Score every significant capability on the repeatability index, jointly. Agree which ones are worth moving. | The map and the scores become the thing the roadmap is written against. |
| Collect ideas properly | One list of everything anyone has asked for, with who asked and when. Pull in delivery problems and lost deals. | Run a short review every fortnight. Whoever raised it presents it. The output is a small test, not a build decision. | The best ideas arrive with evidence attached, and the same argument stops being had three times. |
| Improve one thing that already earns | Find where the work fails most often and measure it, so there's a number nobody disputes. | Fix the biggest cause at source. Move one capability one step up the index. | A two-quarter roadmap written as named moves up the index, each with an owner and a stop condition. |
| Find out what people would pay for | Work out what one study actually costs to deliver, layer by layer. Publish it with the assumptions visible. | Define one small thing that can be bought on its own: name, buyer, price, what's included, what isn't, who sells it. | That offer is approved and quotable, and the price has a floor underneath it. |
| Get the first new invoice moving | Take each revenue ambition and work backwards to what has to exist first. Most of what's missing won't be software. | Fix the contract route, and the rights position on the data the work produces. | The offer goes to a real customer, or the reason it didn't is written down. |
| Sort out how decisions get made | One list of everything in flight and what it's consuming. Draft who decides what. | Run the monthly review on real live items. Start writing decisions down. Publish how capacity is split. | First quarterly gate held on real numbers. Fewer standing meetings than before. |
| Bring scientists into product | Pick the group. Agree with each one where the time comes from, in writing. | Start the sessions, using live capabilities. First theses written by people outside Product. | Named scientific product leads, with protected time visible in the split. |
| Build the pre-meeting checks | Get the records into a consistent shape, because the checks read them. | Write the first check and run it by hand before the review, to test whether the criteria work. | The first checks run automatically. The rest are specified. |
| Stream | What it establishes | Needs |
|---|---|---|
| Product discovery | That candidates arrive through a known route and get recorded, so repetition becomes visible and the same argument isn't had three times | Access to exception data and to won and lost reasons |
| Product development | That the roadmap is a set of named moves between stages, each with a service mode and a stop condition | Joint scoring with Science and Technology, and a measured exception rate |
| Revenue testing | That the layers get priced separately, so it's known which one carries the margin and which offer can be quoted | The cost-to-serve baseline, and a week of finance time |
| Revenue generation | That every stream walks back to named features, and that contract route, price floor and ownership of the sale sit on the roadmap | Commercial ownership of the sale, and legal review of templates |
| Governance setup | That capacity is explicit, decisions carry their evidence, and reversal is cheap | The portfolio view, and the executive forum setting the split |
| Upskilling | That product literacy spreads, so one role is enough and context isn't held by a few people | Time allocated inside the band rather than on top of it |
| Product agents | That checks run consistently before submission, and the records they read exist in a consistent shape | The decision log and version registers from the governance stream |
The commitment that goes with it: nothing in flight moves in month one. Governance that arrives by breaking delivery doesn't survive contact with a live study, and it spends the trust needed for the quarter after.
| Challenge | Why it happens | How it's held |
|---|---|---|
| Product reads as overhead | A new function producing documents instead of throughput is a fair thing to resent | The first thing produced is the portfolio view, and it's useful to delivery before it's useful to Product |
| Governance reads as losing scientific autonomy | Product functions accumulate authority over scientific judgement by default | The hard stop given publicly and early, gates co-signed, and something stopped visibly in the first quarter |
| Commercial fears slower deals | Every gate looks like a delay from outside | The fast lane carries most of the volume, with a published limit from raised to decided |
| Architecture reads as dictated | Briefs with technical solutions in them take away the technical owner's decision | A hard stop on architecture, and briefs that describe outcomes and constraints only |
| Cost to serve doesn't exist | Nobody has needed it, and the allocation choices are genuinely arguable | Publish a first version with the assumptions visible and invite people to argue |
| Scientists have no spare time | They're billable, and product work is being asked for on top | One of the four capacity mechanisms chosen per person, and visible in the split |
| Pressure to show activity fast | The market watches quarterly | A published split makes deliberate underspend defensible, and the second integration pattern gets sequenced early so there's a pattern rather than a pilot |
| The first integration is also the reference case | A bespoke success distorts as much as a failure | The repeatable integration pattern is an explicit deliverable, separate from the first build |
| The financial year boundary | An autumn start puts the diagnosis straight into next year's planning | Sequence so the first capacity split feeds the budget rather than arriving after it |
| Question | Answer |
|---|---|
| What is being built | A service made easier to deliver, buy and scale — through consistency, then packaging, then partner distribution, and regulated software only where a capability can carry a claim |
| What stays human | Work where failure isn't detectable, input variance is unbounded, context sits outside the artefact, or volume doesn't repay validation |
| What gets automated | Repeatable work where errors show up, sequenced by how often something fails rather than by what's interesting to build |
| How scientists are helped | Better tools, a defined product role with real capacity behind it, and a senior path that isn't people management |
| How improvement is known | Configuration share, exception rate, expert hours, proof-of-value conversion, and whether the second customer is easier than the first |
| How what to build gets decided | A thesis, six admissibility inputs, five lenses, a sequencing rule, and a decision log |
| How it gets sold | The least involvement that still delivers the value safely and profitably, matched to what the customer is worth |
| How it stays safe | Named intended use, provenance, version pinning, audit trail, and hard stops held by the people carrying the risk |
The plan is linear and should be judged that way. This exists because unplanned products usually turn up inside companies that then talk themselves out of them, and because the mechanisms that make the linear plan accountable are the same ones that would kill an exploration before it produced anything.
| Linear | Non-linear | |
|---|---|---|
| What's uncertain | How long, how much, how well | What is actually being made |
| What gets managed | Sequence, dependencies, capacity | Cost per learning cycle, and how fast being wrong happens |
| A good week | Something shipped | Something ruled out |
| Estimates | Meaningful, and they improve | Meaningless. Budget the exploring, not the outcome. |
| Failure | Late, over budget, or unused | Still alive after a year with no new evidence |
| Reporting | Progress against plan | What is now believed, and what has been ruled out |
| A surprise | Managed as a risk | Followed, because it might be the point |
| Who does it | The delivery organisation | Two or three people, part-time, never the ones delivery depends on |
That last row matters more than it looks. The instinct is to put the best scientist on the interesting problem, and it's the fastest way to damage the business funding it.
Two mechanisms: one that generates candidates on purpose, and one that catches them when they arrive on their own.
Most descriptions sit at the level of what gets sold, which only ever surfaces adjacent markets. Climbing a couple of rungs surfaces problems that look unrelated. Run it over a few capabilities, with Science and Commercial in the room, a couple of times a year.
| Rung | The question |
|---|---|
| What gets sold | How the offer gets described today |
| What it does for them | The outcome they get, whatever the method |
| What makes that hard | The difficulty being absorbed on their behalf |
| What that makes the business | The position occupied once that difficulty is solved repeatedly |
| What is really being done | The most abstract true description, which usually names a different customer set |
They go in one shared log: what happened, who saw it, what they wanted, and what was said back. Nothing else. What gets looked for at review is the same thing arriving three times from unrelated directions. Three is a pattern. One is a good story. The log costs nothing and survives staff turnover, which a memory of a conversation doesn't.
The abstraction ladder and the anomaly log are general mechanisms. They work better with a set of questions written for this specific position. Non-linear candidates here rarely come from the capability. They come from the position — sitting between sponsors, sites, scanner estates, readers, platforms, consortia and regulators, and seeing things none of those parties can see alone. So the useful question is not what else the technology could do. It is what can only be seen from here.
| Question | Why it produces something here |
|---|---|
| Views only from the middle | Every intersection the business sits across is a view no single party holds. Most product ideas in an analytics business are one of those intersections given a name. |
| The other side of the invoice | An intermediary bills one side and serves several. The unbilled parties are where the strangers come from. |
| Failure as a statement | The failure record is usually treated as operational exhaust. Read as a product about the party who caused the failure, the buyer changes entirely and the data already exists. |
| Where two experts disagree | Disagreement data is the most valuable material in a specialist business — for standard-setting, for training, and for anyone proving their method matches expert judgement. |
| What got declined | The declined list is the richest anomaly log available, and the one nobody keeps. Repeated declines of the same shape never reach anyone senior. |
| Who else has this problem | Most answers will be wrong for reasons only an insider knows. The question still surfaces candidates that a capability-based question never reaches. |
The gates in Part 2 assume the thing being made is known. The right ladder here is the one Science already uses for a finding, applied to a commercial question. It carries a standard people already respect, so the argument is about evidence rather than about who's more excited.
| Stage | The test | Stop if |
|---|---|---|
| Observation | It can be described precisely, with no solution attached | It's a preference or a hunch rather than an event |
| Replication | Three independent instances, not three people repeating one story | After two review cycles it has still only happened once |
| Mechanism | Why it happens can be stated, so its recurrence can be predicted | The explanation rests on luck or on knowing someone there |
| Generalisation | A second buyer, in a different setting, wants the same thing | Every instance needs a different version of the answer |
| Application | One paid engagement at a real price, delivered without heroics | At this point it joins the roadmap and Part 2 takes over |
Stages one to three should cost days. Stage four costs weeks. Stage five is the first time anybody builds anything. Four of the five end with a written reason to stop, which is the only way a bet gets killed without it feeling like a defeat.
Exploration sits outside the three bands, with different rules. Roadmap discipline applied to an exploration kills it, because it asks for evidence of delivery that an exploration doesn't produce for a long time. Exploration language applied to the roadmap makes delivery unaccountable.
| RUN, LEVERAGE, GROW | EXPLORE | |
|---|---|---|
| Forum | Monthly review, quarterly gate | One agenda item, twice a year |
| Currency | Expert weeks and engineering weeks | A small cash budget, never borrowed capacity |
| Reported as | Progress against the plan | What is now believed, and what has been ruled out |
| Decision words | Advance, hold, pivot, stop | Continue, reframe, stop |
| Who can start one | Anyone, through the monthly review | Anyone logs an observation; only the executive promotes one |
| Limits | The capacity split, set quarterly | One bet, a kill date agreed at the start, no full-time senior scientists |
| Protection | The rule | What it prevents |
|---|---|---|
| One bet | One exploration at a time. A second means killing the first and saying why. | Three half-explored ideas, none of which fails honestly |
| A kill date | Agreed at the start, in the decision log, with the evidence that would justify continuing | The permanent programme. A bet with no expiry is how a company this size quietly spends money it never decided to spend. |
| Cash, not capacity | Funded with a budget, never with borrowed expert weeks | The roadmap slowing because of something nobody agreed to fund |
| Silence outside | Nothing enters external material before the last stage | A bet that can't be killed without embarrassment, and so survives on reputation rather than evidence |
There's no hold. On the roadmap, holding something is sensible — the work is understood, it just isn't the priority. On an exploration, holding is how a bet becomes permanent: it stops producing evidence but keeps its claim on attention, and two years later nobody remembers why it's still open.
| Existing mechanism | What it carries |
|---|---|
| The fast lane | Stages one to three fit inside it. Desk work and ten calls need a written plan and a posted result, not an approval. |
| The test plan format | The threshold gets written before the calls, so interesting conversations can't later be read as validation. |
| The quarterly gate | Where the stage transition and the kill date get confirmed in front of everyone. |
| The decision log | Where the kill date lives, so it survives enthusiasm and staff changes. |
| The observation log | The only new artefact, and a shared document rather than a process. |
One rule holds the boundary: an exploration never draws capacity from the roadmap. If it needs people, it needs a decision, not a favour.
| Instead of | Ask |
|---|---|
| Can this be built | What customer outcome does this buy, and what's the simplest technical shape that delivers it |
| The scientist says it's important | What decision does this improve, for whom, and what evidence says it matters |
| Engineering says six months | Which part actually needs six months, and what's the smallest test of the riskiest assumption |
| An interface is needed | What external workflow needs it, and what contract would support customer two |
| Let's automate it | Which part is repeatable, how detectable are failures, and where does judgement stay |
| This is strategically important | What option does it create, and what evidence is needed before scaling it |
| Signal | Healthy | Warning |
|---|---|---|
| Product and Technology | Technology involved early, proposing reusable solutions | Technology receives finished requirements, or gets pulled in only to estimate |
| Science | Science challenges assumptions early and shapes boundaries | Science consulted late, or only asked to approve |
| Commercial | Named customer evidence exists before meaningful build | Roadmap driven by internal enthusiasm |
| Delivery | New capability reduces or contains delivery effort | Product work creates study delays |
| Reuse | Customer two is materially easier than customer one | Every deployment becomes a custom project |
| Decision speed | A clear owner decides once the evidence is in | Decisions wait for consensus |
| Portfolio | Capacity moves visibly when evidence changes | Projects continue because nobody wants to stop them |
| Capability spread | New scientists use the thesis format without help | Everything routes through one person |