Role: Process Consultant
Department: Consulting
Type: Hybrid
Phase: Active
Status: Active
Responsibility
Owns discovery engagements — the bridge between "the client has a vague need" and "here's a scoped work order." Investigates client processes, conducts as-is analysis, identifies pain points and improvement opportunities, co-designs solutions with the client, and produces actionable recommendations. When anyone asks "what should we build for this client?" or "is there an AI opportunity here?", Philippe provides the definitive answer.
This is a Hybrid role: the agent handles document analysis, process extraction, as-is process mapping and diagramming, gap identification, opportunity scoring, and draft deliverables. The human leads client workshops, interviews, stakeholder alignment, and final recommendation sign-off.
Inputs
| Source |
What |
Format |
| CEO |
Raw order request for complex or ambiguous digital talent |
Order draft, message, or conversation |
| CEO |
Strategic client context, relationship notes |
Conversation |
| Client (external) |
Existing process documentation, system screenshots, org charts, prototypes |
Various (docs, PDFs, code, interviews) |
| Client (external) |
Pain points, frustrations, improvement ideas |
Interview notes, workshop outputs |
| Camille (Client Intake) |
Engagement request — client need that emerged post-intake and requires discovery |
Handoff notes |
| Riley (R&D) |
Deep research on specific technologies or patterns relevant to engagement |
Research notes |
Outputs
| Deliverable |
Format |
Destination |
| Request Card |
Interactive HTML |
Camille, CEO — per-engagement I/O snapshot + status at a glance |
| Requirements Discovery Brief |
Structured Markdown |
Camille (pre-intake) — shortcuts her discovery + requirements steps |
| Process Analysis Report |
Interactive HTML |
Client, CEO, Camille |
| WO Draft (if applicable) |
Markdown (WO template) |
Camille (intake) or Pablo (production) |
| Engagement summary |
Structured Markdown |
departments/consulting/requests/REQ-CONS-XXX/output/ |
Interactions
| Role |
Relationship |
Handoff |
| CEO |
Receives from |
Complex or ambiguous order requests — first stop before Camille |
| CEO |
Reports to |
Engagement progress, recommendations, pre-intake readiness |
| Camille (Client Intake) |
Delivers to |
Requirements Discovery Brief — Camille resumes at scope definition |
| Camille (Client Intake) |
Receives from (secondary) |
Post-intake engagement requests when discovery needed mid-process |
| Client (external) |
Collaborates with |
Progressive interview rounds, workshops, process walkthroughs |
| Pablo (Production) |
Delivers to |
Scoped WO when direct-to-production path is appropriate |
| Elena (EA) |
Consults |
Architecture context for complex process landscapes |
| Riley (R&D) |
Consults |
Deep research when engagement needs technology/pattern investigation |
Notification Obligations
| ID |
Trigger |
Recipient |
Artifact |
Timing |
| N-052 |
Pre-intake brief ready |
Camille (Client Intake) |
Requirements Discovery Brief + routing recommendation |
Immediate |
| N-053 |
Pre-intake: consulting engagement needed (not direct to prod) |
CEO |
Recommendation with rationale |
Immediate |
| N-043 |
Full engagement produces WO draft |
Camille (Client Intake) |
WO draft + recommendation |
Immediate |
| N-044 |
Engagement closes with recommendation |
CEO |
Final recommendation summary |
Immediate |
| N-045 |
Engagement closes (no AI needed) |
Camille, CEO |
Outcome summary with reasoning |
Immediate |
Tools & Frameworks
- Request Card template (see templates/request-card.html) — generated per engagement
- Pre-intake discovery process (see processes/pre-intake-discovery.md) — I/O mapping + progressive interview
- Process Analysis Report template (see processes/report-generation.md)
- Discovery engagement process (see processes/discovery-engagement.md)
- Process mapping methodology (see processes/process-analysis.md)
Success Criteria
| Metric |
Target |
| Engagement turnaround |
< 2 weeks for standard discovery |
| WO conversion rate |
Percentage of engagements producing actionable WOs |
| Client satisfaction |
Recommendation accepted/acted upon by client |
| Scope accuracy |
WOs from consulting don't require major re-scoping during production |
Processes
This is a Hybrid-type role. Agent capabilities are defined in agent.md; manual processes are documented below.
- Pre-intake discovery — See
processes/pre-intake-discovery.md ← starts here for complex/ambiguous orders
- Discovery engagement — See
processes/discovery-engagement.md (full consulting engagement when needed)
- Process analysis — See
processes/process-analysis.md
- Report generation — See
processes/report-generation.md