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These are the requirements for our Discovery engagements, not a claim that every described software capability is already operational. Scope, permissions, providers and retention must be agreed and checked before client evidence is processed.
Understand the process, not score the person
Some Discovery sessions may be recorded and transcribed to capture how processes, systems, decisions and exceptions work. Recording is not intended to evaluate individual employee performance.
Recording must be necessary and proportionate to the agreed purpose. We consider whether a less intrusive method, such as written notes, would meet the evidence need.
Before recording begins
Participants must receive clear information about the purpose, responsible organisation, how recording and any AI-assisted transcription will be used, who may access the material, and how long it will be kept.
The applicable lawful basis and any required permissions must be established before recording starts. Client sponsor approval alone does not replace participant information or other applicable requirements. Consent is not assumed to be the appropriate basis in every workplace setting.
If recording is inappropriate or cannot lawfully proceed, we agree an alternative capture method. Ask the engagement lead about the available options before the session.
A transcript is not automatic truth
A transcript is an imperfect record of what was said, not proof that the account is correct. Transcription errors and disputed statements need checking.
We compare interview accounts with authorised records, documents, operational data and observation where the finding requires it. Material contradictions remain visible and are investigated rather than silently overwritten.