TFD-0011: Consulting Department — Pre-Sales Discovery Practice

Status: Accepted Date: 2026-03-24 Decision makers: CEO (Oscar)

Context

Some client engagements start with an unknown — the client suspects a process could be improved but nobody has investigated what the actual problem is, whether AI is the right answer, or what digital talent to build. The factory currently handles this informally (Riley doing process analysis, CEO doing discovery calls), which overloads roles not designed for consulting work.

Decision

Create a new Consulting department with a Process Consultant role (Philippe) that owns discovery engagements. Philippe investigates client processes, maps as-is state, identifies improvement opportunities, co-designs solutions with the client, and produces actionable recommendations that feed into work orders.

Key Design Choices

• Starts as pre-sales — discovery engagements to scope work orders
• Flexible billing model — bundled (free pre-sales), standalone (billed), or pro-bono
• Hybrid role — agent handles document analysis and process mapping; human leads client workshops
• Department code: CONS — added to TFD-0009 recognized codes
• Flow integration — Camille hands off unclear/complex needs to Philippe; Philippe delivers WO drafts back to Camille/Pablo

Consequences

• New department folder at departments/consulting/
• First role: Process Consultant Philippe (P = Process Consultant, per TFD-0005)
• TFD-0009 amended with CONS department code
• REQ-CONS-XXX request prefix for consulting engagements
• Graduates to billable consulting practice if standalone engagements prove viable