For enterprise transformation teams

Signed-off current state and requirements before implementation starts

ClearWork ingests what's already documented and interviews the people doing the work, across systems. You get current state and requirements that are validated, signed off by process owners, traced to their sources, and kept current after go-live.

One source. Your document and your process map, updated in step Living documentation
The problem

Why requirements get missed

Current-state knowledge is spread across dozens of systems and many teams. Contractors gather requirements in a few workshops, edge cases surface during the build, and documentation is stale by go-live.

What the SOP says

Five steps. Signed off in 2023.

Sub-ledgers closed Accruals posted Reconciliations complete Review & sign-off Results reported

Clean, linear, and wrong in five places since the system upgrade.

What the team actually does

The same close, with what nobody updated.

Variance fails → reopen ledger Sub-ledgers closed Accruals posted Review & sign-off Results reported RECONCILIATION — TWO WAYS Shared svcs in the ERP Regional in a spreadsheet Two accrual templates in use the SOP references a retired one Variation — two teams, two methods Neither is documented. Nobody has compared them. Journals over $50k need the CFO not the controller named in the SOP One analyst holds the close checklist on her own desktop

Every dotted line is real, load-bearing, and known only to the person doing it.

The exceptions live with the people who never make it to the workshop.

37% of organizations name inaccurate requirements as the primary reason projects fail (PMI Pulse of the Profession, 2014).

See how ClearWork reaches the people workshops miss →

Where it fits

Where ClearWork fits in your delivery model

Before

Before the integrator builds

Current state, requirements and fit-gap from every role.

During

Alongside your contractors

A validated starting point, so their time goes into design.

After

After go-live

Re-validation interviews keep documentation current as the work changes.

How it works

From scattered knowledge to requirements vendors can build from

Most of what your vendors need already exists somewhere, in documents, decks and people's heads. ClearWork pulls it together, fills the gaps with the people who do the work, and gets it signed off before anyone builds.

An interview brief Clarity drafted from the gaps the existing documentation leaves open
01 Consolidate

Start from the documentation you already have

Upload what's spread across teams and systems. Clarity finds what's missing, outdated or contradictory before anyone is interviewed.

Clarity running a chat interview, with the option to continue by voice
02 Reach every role

Including the people workshops miss

Interview the SMEs, contractors and frontline staff who hold the edge cases, in parallel, by voice or chat.

Functional requirements with the responsible role and a source citation on every line
03 Trace and sign off

Every requirement traced to its source

Requirements and user stories link back to the person or document behind them. Owners sign off before handoff.

Outputs

What you get

Every output is validated by the people who do the work and signed off by the process owner.

See how each output is built →

  • Requirements and user stories, each traced to the interview it came from
  • Fit-gap and a requirements traceability matrix
  • Process maps and swimlanes
  • SOPs and work instructions
  • Pain points and AI opportunities by role, with volumes
Reuse

Each initiative builds on the last

The next finance initiative starts from what the last one learned. Validated knowledge stays with your team instead of leaving with the vendor.

Your people

What your people experience

About 20 minutes each, by voice or chat, on their own time. It's a shared picture of how the work gets done, not a performance review.

  • Interviews take about 20 minutes, by voice or chat, whenever suits them
  • People review what was captured before it's used
  • Process owners sign off by name
  • We help you explain the interviews to your team
Governance

Built for governance and security reviews

Read how validation works →·Security overview →

  • Human validation at every step, and owner sign-off by name
  • Full version history and an audit trail on every change
  • All data stored in AWS in the U.S., encrypted in transit and at rest
  • No data is used to train AI models
The sprint

How the 30-day sprint works

Pick one live initiative and agree on success criteria up front. Your team runs it in ClearWork with our white-glove support: about 3 hours of your team's time (1 hour to scope, 1 hour to set up and 1 hour to analyze the interview responses), plus about 20 minutes from each interviewee.

Week 1

Scope and invite

Choose the initiative, load the documents you already have and invite everyone involved.

Weeks 1–2

Interviews, in parallel

Clarity, ClearWork's AI interviewer, interviews every role, by voice or chat, on their own time.

Week 3

Confirm and sign off

People review what was captured, conflicts get resolved and process owners sign off.

Week 4

Requirements and readout

Current state, requirements, fit-gap and traceability, ready for your integrator.

Smaller scopes often wrap up in two weeks.

See how it works →

FAQ

Questions

Does this replace process mining?

No. Process mining shows what system logs record. ClearWork adds what people actually do, including steps that never touch a system, and why.

Does it replace our integrator?

No. It gives your integrator a validated starting point, so fewer requirements surface late.

How do you handle security and AI governance reviews?

We complete your security questionnaire and walk your team through how data is handled. See our security overview.

How long does a sprint take?

Up to 30 days. Most finish in two to four weeks, depending on scope and how quickly people complete their interviews.

More questions? See the full walkthrough of how ClearWork works →

Start with a 30-day sprint

Pick one live initiative. We agree success criteria up front, then your team runs a fixed-fee 30-day sprint with our white-glove support.

Or watch the demo first.