Evaluate the Job to Be Done
Look past the demo. Understand the task, the handoffs, and what your team needs to use the tool well.
Concept · Technology & data
Choose software that fits the work. Prepare the team, manage the transition, and check whether the new way actually improves the operation.
Drawn from Steven Rea’s experience consolidating software and changing maintenance systems at Northpoint.
Get clear on the task before comparing tools or watching a demo.
Evaluate the job to be doneCheck what works, what needs attention, and who will take the next step.
Review launch readinessFind out what is failing before deciding whether to train, adjust, or change course.
Investigate the four gapsLook past the demo. Understand the task, the handoffs, and what your team needs to use the tool well.
Investigate missing capabilities, changed steps, hidden behavior, and assumptions about what users already know.
Show people the new steps, one task at a time. Create cards they can use during the task.
Open field guidePrepare the guides and people before launch. Decide how help, urgent issues, and follow-up will work afterward.
Open checklistDistinguish the discomfort of unfamiliar work from a genuine failure of fit or execution.
When to change courseIn these Year One conversations, Steven discusses the decisions, missed assumptions, and lessons from that work.

Episode 2 · Decision framework from 34:53
The fit, the trade-offs, and the operating model behind the choice.
Watch from 34:53 on YouTube
Episode 5 · Implementation lessons from 08:16
What the migration exposed about training, handoffs, and assumptions.
Watch from 8:16 on YouTube