Working checklist
Use each item as a discussion prompt. Record evidence, owners, assumptions, and unanswered questions rather than treating this as a pass/fail score.
- 1Build when the workflow is strategically important and packaged fit is materially weak
- 2Buy when a mature capability meets the need without harmful workarounds
- 3Configure when the platform fits and differences can remain within supported extension points
- 4Integrate when useful systems exist but information and decisions do not flow
- 5Automate when a stable, well-understood task creates repetitive effort
- 6Combine approaches when boundaries can be made explicit
- 7Include licensing, implementation, integration, change, operation, and exit costs
- 8Stop when the problem, owner, workflow, or value remains too unclear