CON-0001 · Process Analysis Report

R&D Process Redesign

Discovery, evaluation, learning, and change proposal — analyzed by Philippe, researched by Riley, reviewed by Francois.

Engagement: Internal (pro-bono) Date: 2026-03-24 Analyst: Philippe (Process Consultant) Status: Awaiting CEO Approval

Executive Summary

Finding

The Talent Factory has 10 R&D-related skills (3 core, 4 toolkit, 3 knowledge management) and has completed 10 evaluations in the REQ-EXEC series. The individual tools are well-designed. The problem is the pipeline between them.

All 10 evaluations were CEO-triggered. Zero proactive scans have ever been saved. The scans/ folder is empty. Accepted evaluations produce recommendations that vanish — no traceability to implementation, no outcome tracking, no feedback loop.

Recommendation: Expand from 4 informal sub-processes to a 6-stage gated pipeline with a Technology Radar, adding three missing stages (Decide, Prototype, Validate) and fixing the broken connections between existing stages. The kanban-style dashboard becomes the single source of truth.

13
Gaps Found
10
Opportunities
4
Quick Wins
6
Proposed Stages
3
New Stages

As-Is Process Map

The current R&D lifecycle has 4 informal sub-processes. Each has its own tools and artifacts, but the handoffs between them are manual, ad-hoc, and largely dependent on the CEO remembering to take action.

Current 1
Discovery
Riley + CEO
/rd-scan, /video-analyse
Exists
Current 2
Evaluation
Riley
/rd-evaluate → REQ-EXEC
Exists
Current 3
Learning
Riley + Kai
Dashboard + /kb-ingest
Exists
Current 4
Change Proposal
CEO (manual)
/ci or /request-create
Broken
Key problems with current state
  • No unified intake — 5 different entry points (CEO request, /rd-scan, video analysis, community signals, client gaps) produce different artifacts in different locations
  • 100% reactive — All 10 evaluations were CEO-triggered. Zero proactive scans saved.
  • No decision record — When CTO says "go", nothing is recorded. The CEO manually translates verbal approval into /ci commands.
  • No prototyping — Items go from "evaluated" to "implement" with no experimentation stage.
  • No outcome tracking — Accepted recommendations produce backlog items that lose their link to the originating evaluation.
  • Watch items die — /rd-scan tags items as "Watch" but there's no mechanism to revisit them.
  • Dashboard is a dead end — 138KB hand-crafted HTML with copy/paste buttons that can't actually trigger skills from the browser.

Pain Points & Gaps

13 gaps identified across all 4 sub-processes, assessed by dimension. High-severity gaps break the pipeline; medium gaps cause friction; low gaps are inefficiencies.

ID Sub-Process Gap Severity
G1 Discovery No discovery cadence — /rd-scan has never saved a digest High
G2 Discovery Watch list is a dead end — no mechanism to revisit Medium
G3 Discovery Video discovery is fully manual Low
G4 Discovery No single intake funnel — 5 entry points, 5 artifact formats High
G5 Evaluation Evaluation is one-shot — parked items have no re-eval trigger Medium
G6 Evaluation No evaluation queue — CEO must remember what needs evaluating Medium
G7 Learning Dashboard copy/paste can't trigger skills from browser Medium
G8 Learning Dashboard is 138KB static HTML — no data separation High
G9 Learning Video insights stay in flashcards — don't flow to factory Medium
G10 Learning kb-ingest exists but is disconnected from R&D output Medium
G11 Change No traceability from evaluation to backlog implementation High
G12 Change Manual routing — CEO is single point of failure High
G13 Change No completion tracking — did the recommendation actually get built? High
Francois's framework review — additional gaps

Francois identified 4 framework-level gaps that Philippe's process analysis did not surface:

  • No R&D strategy/radar — Evaluations score against "factory needs" but there's no documented scanning taxonomy defining what categories the factory tracks (ISO 56002 requirement)
  • No portfolio management — No mechanism to balance exploration vs. exploitation. All 10 REQ-EXEC are exploratory; zero are improvement-oriented re-evaluations.
  • No experimentation stage — ISO 56002 and SAFe require an explicit prototype/PoC stage between evaluation and change proposal.
  • No calibration mechanism — Nobody validates that a 4.0 score today means the same as a 4.0 last week. No inter-rater reliability. (COBIT APO04.03)

Opportunity Assessment

10 opportunities scored on Impact (1-5) × Feasibility (1-5). Plotted on a priority matrix to guide phased implementation.

Impact × Feasibility Matrix

Opportunities placed by their priority score. Quick wins go first.

Impact →
Strategic (high impact, lower feasibility)
O1 Kanban R&D dashboard (5×4=20)
O8 Learning extraction pipeline (4×3=12)
O6 Data-separated dashboard (5×3=15)
Quick Wins (high impact, high feasibility)
O4 Eval-to-backlog traceability (4×5=20)
O2 Auto-route eval results (4×4=16)
O5 Watch list mechanism (3×5=15)
O10 Completion tracking (3×5=15)
Defer (lower impact, lower feasibility)
O9 Dashboard triggers skills (5×2=10)
Research (lower impact, high feasibility)
O7 Scan cadence enforcement (3×5=15)
O3 Discovery intake funnel (4×3=12)
Feasibility →

Proposed R&D Pipeline

Expand from 4 informal sub-processes to a 6-stage gated pipeline. Three new stages fill the gaps identified by Francois's framework review. A Technology Radar provides strategic direction.

New Artifact

Technology Radar

Maintained by Riley, reviewed quarterly. Defines what the factory is actively looking for — not just scoring what it finds.

Adopt
Proven, use by default
Trial
Ready to test in production
Assess
Interesting, worth watching
Hold
Proceed with caution

Quadrants: Techniques · Platforms · Tools · Frameworks

6-Stage Gated Pipeline

Stage 0
Intake
Riley
G0: Worth looking?
Enhanced
Stage 1
Evaluate
Riley
G1: Score ≥ 3.0?
Unchanged
Stage 2
Decide
CTO Clara
G2: Portfolio fit?
New
Stage 3
Prototype
Varies
G3: Evidence enough?
New · Skippable
Stage 4
Propose
Riley + Pablo
G4: Impact assessed?
Enhanced
Stage 5
Validate
Riley
G5: Outcome recorded?
New
Stage 0 — INTAKE (enhanced Discovery)

What changes: Single entry funnel normalizing all 5 discovery sources into one queue. All items enter through /rd-intake (new skill) regardless of source.

Owner: Riley

Gate 0: Is this relevant to the factory's technology radar categories? Yes → Stage 1. No → Log and skip.

Fixes: G1 (no cadence), G4 (no intake funnel), G6 (no evaluation queue)

Stage 1 — EVALUATE (unchanged)

What changes: Nothing — /rd-evaluate's 5-dimension scorecard works well.

Owner: Riley

Gate 1: Score ≥ 3.0 → Stage 2. Score 2.0-2.9 → Hold (schedule re-eval in 30 days). Score < 2.0 → Kill.

Fixes: G5 (one-shot evaluation — Hold items now get re-eval triggers)

Stage 2 — DECIDE (new)

What changes: CTO Clara formally records Go/Hold/Kill decisions with rationale. Lightweight — just new fields in request.md frontmatter: decision: go|hold|kill, decision_date:, decision_by:.

Owner: CTO Clara

Gate 2: Does this fit the current portfolio? Go → Stage 3 or 4 (depending on complexity). Hold → Re-evaluate in 30 days. Kill → Archive with rationale.

Notifications: N-RD-DECIDE → Riley (feedback), Pablo (if production impact), Francois (if framework impact), Elena (if architecture impact)

Fixes: G12 (CEO bottleneck — Clara owns the decision, not CEO)

Stage 3 — PROTOTYPE (new, skippable)

What changes: Explicit experimentation stage for complex items. Simple adoptions (e.g., "use this MCP server") skip directly to Stage 4.

Owner: Varies — Riley for research spikes, engineering role for technical PoCs

Gate 3: Did the prototype produce sufficient evidence? Yes → Stage 4. No → back to Stage 2 (re-decide with new data).

Artifact: Prototype findings document in the REQ-EXEC process/ folder

Framework basis: ISO 56002 concept validation, SAFe Continuous Exploration

Stage 4 — PROPOSE (enhanced Change Proposal)

What changes: Adds impact assessment checklist and mandatory traceability link. Pablo is now in the loop for production-impacting changes.

Owner: Riley (proposes) + Pablo (assesses production impact)

Gate 4: Has impact been assessed against: (a) production pipeline, (b) framework library, (c) deployed talents, (d) backlog capacity? All assessed → create CI-XXX or REQ-XXX with references: REQ-EXEC-NNN.

Fixes: G11 (no traceability), G12 (manual routing)

Stage 5 — VALIDATE (new)

What changes: Closes the feedback loop. Did the recommendation actually get implemented? Did it work?

Owner: Riley

Gate 5: Outcome recorded on originating REQ-EXEC. Field: outcome: implemented|partial|abandoned|superseded.

Feedback loop: Outcome data feeds into technology radar updates and future evaluation calibration.

Fixes: G13 (no completion tracking)

Integration Map

How the redesigned R&D process connects to other factory departments. New notification IDs to register in TFD-0008.

Riley (R&D)
Clara (CTO)
Evaluation report with score ≥ 3.0 for decision
N-RD-001
Clara (CTO)
Riley, Pablo, Francois, Elena
Decision record (Go/Hold/Kill) with rationale
N-RD-002
Riley (R&D)
Pablo (Prod Lines)
Change proposal with impact assessment for production pipeline
N-RD-003
Riley (R&D)
Francois (Frameworks)
New or updated framework for framework library
N-RD-004
Riley (R&D)
Elena (EA)
Architecture-affecting finding for Phase H assessment
N-RD-005
Engineering
Riley (R&D)
Implementation outcome for validation and radar update
N-RD-006
Marcel (Method)
R&D Pipeline
Process gate compliance checks at each stage transition
N-RD-007

Recommended Next Steps

Phased implementation. Quick wins first, then the dashboard, then the full pipeline automation.

Phase 1 · Quick Wins
Traceability & Tracking
Add outcome: and decision: fields to REQ-EXEC request.md. Add references: to /ci entries. Create watch list file. Schedule weekly /rd-scan.
Owner: Riley + Ivan (Infrastructure)
Phase 1 · Quick Wins
Technology Radar v1
Simple markdown document with Adopt/Trial/Assess/Hold rings. Populated from existing 10 evaluations. Quarterly review cadence.
Owner: Riley + Clara (CTO)
Phase 2 · Dashboard
Kanban R&D Pipeline
Data-driven dashboard with 6 columns matching pipeline stages. Replaces static video HTML. JSON data file as source of truth. Integrated into intranet.
Owner: Wesley (Web) + Uma (UX)
Phase 2 · Dashboard
R&D Backlog Category
Add "R&D" category to factory-backlog.md. R&D-originated CI items get the category automatically with traceability links.
Owner: Marcel (Methodology)
Phase 3 · Automation
Intake Funnel Skill
New /rd-intake skill that normalizes all discovery sources into the pipeline queue. Replaces 5 manual entry points.
Owner: Riley + Ivan
Phase 3 · Automation
Learning Extraction
Video insights auto-route through /kb-ingest after evaluation. Connect the learning sub-process to the knowledge management pipeline.
Owner: Riley + Kai (Knowledge)
Decisions required before implementation
  • D1: Should R&D pipeline use a single JSON data file as source of truth? (Recommended: yes)
  • D2: Should /rd-scan run on a fixed weekly cadence? (Recommended: yes, via /schedule)
  • D3: Who triages parked evaluations (score 2.0-2.9)? (Recommended: Riley auto-re-evals in 30 days)
  • D4: Should the kanban dashboard replace or extend the video dashboard? (Recommended: replace — videos are one discovery source among many)
Proposed CI items for factory backlog (7)
  • CI-new-1 (HIGH): R&D pipeline data model — shared JSON file for all R&D skills
  • CI-new-2 (HIGH): Eval-to-backlog traceability — references field on CI entries
  • CI-new-3 (MEDIUM): Watch list mechanism for /rd-scan Hold items
  • CI-new-4 (MEDIUM): Scan cadence enforcement — weekly /rd-scan via /schedule
  • CI-new-5 (MEDIUM): Evaluation outcome tracking — outcome field on REQ-EXEC
  • CI-new-6 (HIGH): Kanban R&D dashboard — replace static HTML with data-driven board
  • CI-new-7 (LOW): Learning extraction pipeline — auto-route via /kb-ingest

CEO Approval Required

This report proposes a 6-stage R&D pipeline, a Technology Radar, 7 CI items, and 4 decisions. Review the analysis above and record your decision.