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Twelve-stage operating workflow

Every stage ends in an authorized decision, not another document

The twelve stages run in a fixed order because later conclusions depend on earlier ones. Each stage states the question it answers, what it consumes, what it produces, who owns it, what can stop it, and which human must approve before the project advances.

Product definition

Stage map

The order is fixed because the dependencies are real

Classification constrains the regulatory pathway, the pathway sets the evidence burden, and the evidence burden drives cost, timeline, and capital. Running them out of order is how projects discover fatal problems late.

Twelve-stage development map

Stages run in a fixed order because later conclusions depend on earlier ones. Select a stage to read its question, inputs, outputs, evidence status, owner, gate, dependencies, and next action.

Stage 04HOLDEvidence: Partial

Market, adoption, pricing, and reimbursement

Who buys it, who is paid for it, and through which payment mechanism?

Inputs
Target setting, care pathway, competitors, buyer and user roles, coding and payment landscape, jurisdiction.
Outputs
Beachhead segment, payment pathway options, adoption model, and the health-economic evidence plan implied by them.
Owner
Market, competition, reimbursement, and health-economics roles.
Decision gate
GO, CONDITIONAL GO tied to a coverage route, or PIVOT on segment, claim, or geography.
Depends on
Stage 3 gate output.
Next action
Validate the payment route with a payer-facing conversation or coding analysis before locking claims.
Text equivalent
  1. Secure intake and normalized project recordDo we hold the rights to this material, and can it become one reliable project record? Owner: Intake, provenance, and privacy roles. Gate: GO once scope, manifest, and access policy are accepted; ABSTAIN when rights or provenance cannot be established.
  2. Product and jurisdiction classificationWhat kind of product is this, and which authority governs it where you intend to sell? Owner: Classification and regulatory roles. Gate: CONDITIONAL GO with the claim clarifications required; ABSTAIN if intended use remains contradictory.
  3. Clinical need and scientific plausibilityIs the clinical problem worth solving, and is the proposed mechanism scientifically plausible? Owner: Clinical need, scientific, and safety roles. Gate: GO, HOLD pending named evidence, PIVOT on indication or population, or STOP on an unmitigable safety finding.
  4. Market, adoption, pricing, and reimbursementWho buys it, who is paid for it, and through which payment mechanism? Owner: Market, competition, reimbursement, and health-economics roles. Gate: GO, CONDITIONAL GO tied to a coverage route, or PIVOT on segment, claim, or geography.
  5. Patent landscape and preliminary freedom-to-operate hypothesesIs there protectable space, and which third-party rights need qualified legal review? Owner: Intellectual-property analysis role, escalating to qualified counsel. Gate: CONDITIONAL GO subject to counsel review; HOLD or STOP on a material unresolved conflict.
  6. Regulatory pathway and scenario mappingWhich submission pathway is defensible, and what evidence does each scenario demand? Owner: Regulatory strategy, precedent, and standards roles. Gate: GO on a selected scenario, PIVOT on claims to reach a viable pathway, or ABSTAIN where precedent is genuinely absent.
  7. Engineering and design controlsCan the intended use become a safe, verifiable design under design controls? Owner: Systems, software, human-factors, and cybersecurity engineering roles. Gate: GO, CONDITIONAL GO on feasibility work, or PIVOT on architecture or intended use.
  8. Manufacturing, supply chain, DFM, and quality readinessCan this be made consistently, compliantly, and at a cost the market supports? Owner: Quality, supplier, and manufacturing roles. Gate: CONDITIONAL GO with the named quality and supply actions; HOLD where cost of goods breaks the commercial model.
  9. Preclinical, clinical, and verification-and-validation evidence strategyWhich studies and tests actually answer the questions regulators, payers, and clinicians will ask? Owner: Preclinical, clinical, and statistical roles. Gate: GO on an integrated plan, or HOLD until endpoint feasibility is resolved.
  10. Milestone capital, probabilistic cost and timeline, and risk-adjusted valuationWhat will the next milestone cost, how long will it take, and what is the venture plausibly worth? Owner: Simulation, valuation, and capital roles. Gate: GO, CONDITIONAL GO on scope reduction, or PIVOT to a narrower first milestone.
  11. Investor, partner, and vendor matchingWho is genuinely able to finance or execute the next milestone, and may they see this project? Owner: Investor, partner, and conflict-screening roles. Gate: GO only after project qualification and explicit disclosure approval; otherwise HOLD.
  12. Continuous audit, outcome capture, and model calibrationWhat has changed, which prior decisions are now invalid, and how well were we calibrated? Owner: Monitoring, calibration, and adjudication roles. Gate: Re-issued gate results on every affected decision rather than a new standalone report.
StageQuestion answeredDomain ownerDecision gate
1. Secure intake and normalized project recordDo we hold the rights to this material, and can it become one reliable project record?Intake, provenance, and privacy roles.GO once scope, manifest, and access policy are accepted; ABSTAIN when rights or provenance cannot be established.
2. Product and jurisdiction classificationWhat kind of product is this, and which authority governs it where you intend to sell?Classification and regulatory roles.CONDITIONAL GO with the claim clarifications required; ABSTAIN if intended use remains contradictory.
3. Clinical need and scientific plausibilityIs the clinical problem worth solving, and is the proposed mechanism scientifically plausible?Clinical need, scientific, and safety roles.GO, HOLD pending named evidence, PIVOT on indication or population, or STOP on an unmitigable safety finding.
4. Market, adoption, pricing, and reimbursementWho buys it, who is paid for it, and through which payment mechanism?Market, competition, reimbursement, and health-economics roles.GO, CONDITIONAL GO tied to a coverage route, or PIVOT on segment, claim, or geography.
5. Patent landscape and preliminary freedom-to-operate hypothesesIs there protectable space, and which third-party rights need qualified legal review?Intellectual-property analysis role, escalating to qualified counsel.CONDITIONAL GO subject to counsel review; HOLD or STOP on a material unresolved conflict.
6. Regulatory pathway and scenario mappingWhich submission pathway is defensible, and what evidence does each scenario demand?Regulatory strategy, precedent, and standards roles.GO on a selected scenario, PIVOT on claims to reach a viable pathway, or ABSTAIN where precedent is genuinely absent.
7. Engineering and design controlsCan the intended use become a safe, verifiable design under design controls?Systems, software, human-factors, and cybersecurity engineering roles.GO, CONDITIONAL GO on feasibility work, or PIVOT on architecture or intended use.
8. Manufacturing, supply chain, DFM, and quality readinessCan this be made consistently, compliantly, and at a cost the market supports?Quality, supplier, and manufacturing roles.CONDITIONAL GO with the named quality and supply actions; HOLD where cost of goods breaks the commercial model.
9. Preclinical, clinical, and verification-and-validation evidence strategyWhich studies and tests actually answer the questions regulators, payers, and clinicians will ask?Preclinical, clinical, and statistical roles.GO on an integrated plan, or HOLD until endpoint feasibility is resolved.
10. Milestone capital, probabilistic cost and timeline, and risk-adjusted valuationWhat will the next milestone cost, how long will it take, and what is the venture plausibly worth?Simulation, valuation, and capital roles.GO, CONDITIONAL GO on scope reduction, or PIVOT to a narrower first milestone.
11. Investor, partner, and vendor matchingWho is genuinely able to finance or execute the next milestone, and may they see this project?Investor, partner, and conflict-screening roles.GO only after project qualification and explicit disclosure approval; otherwise HOLD.
12. Continuous audit, outcome capture, and model calibrationWhat has changed, which prior decisions are now invalid, and how well were we calibrated?Monitoring, calibration, and adjudication roles.Re-issued gate results on every affected decision rather than a new standalone report.

Stage detail

What each stage consumes, produces, and requires

  1. Stage 01

    Secure intake and normalized project record

    Do we hold the rights to this material, and can it become one reliable project record?

    Inputs
    Uploaded documents, guided intake answers, data-rights and consent terms, tenant and project identity.
    Analysis
    Virus scanning, sandboxed parsing, hashing and receipting, extraction into a normalized schema, deduplication against material already held.
    Evidence
    File manifest with hashes, extraction spans linked to source pages, signed acceptance of purpose and retention terms.
    Outputs
    Normalized project record covering product identity, intended use, population, users, mechanism, jurisdiction, stage, and decision sought.
    Domain owner
    Intake, provenance, and privacy roles.
    Decision gate
    GO once scope, manifest, and access policy are accepted; ABSTAIN when rights or provenance cannot be established.
    Next action
    Confirm the extracted critical facts before any downstream stage reads them.
    Required human approval
    Project owner accepts the record; privacy reviewer approves any restricted data class.

    Possible blockers

    • Unclear or absent data rights
    • Unusable or unreadable source material
    • Personal or patient data submitted outside an authorized path
  2. Stage 02

    Product and jurisdiction classification

    What kind of product is this, and which authority governs it where you intend to sell?

    Inputs
    Confirmed intended use, indication, claims, mechanism, user, environment, and target jurisdictions.
    Analysis
    Comparison against classification rules and precedent, separation of device, SaMD, diagnostic, combination-product, and drug-adjacent characteristics, scenario construction where claims are ambiguous.
    Evidence
    Cited classification rules, precedent products, and the specific claim language that drives each scenario.
    Outputs
    Ranked classification scenarios with the claim changes that would move the product between them.
    Domain owner
    Classification and regulatory roles.
    Decision gate
    CONDITIONAL GO with the claim clarifications required; ABSTAIN if intended use remains contradictory.
    Next action
    Fix the claim language, or carry both scenarios forward with their separate evidence burdens.
    Required human approval
    Regulatory reviewer confirms the scenario set before downstream planning relies on it.

    Possible blockers

    • Claims too vague to classify
    • Intended use inconsistent across submitted material
    • Jurisdiction outside current supported scope
  3. Stage 03

    Clinical need and scientific plausibility

    Is the clinical problem worth solving, and is the proposed mechanism scientifically plausible?

    Inputs
    Clinical problem statement, mechanism description, prior literature, bench or early data, standard of care.
    Analysis
    Assessment of unmet need against current care, mechanism plausibility, plausible harm modes, and the strength and directness of any cited literature.
    Evidence
    Literature with authority, directness, independence, recency, and applicability recorded separately, plus explicit contradiction flags.
    Outputs
    Benefit-risk hypothesis, articulated clinical value, and the ranked evidence gaps that would change it.
    Domain owner
    Clinical need, scientific, and safety roles.
    Decision gate
    GO, HOLD pending named evidence, PIVOT on indication or population, or STOP on an unmitigable safety finding.
    Next action
    Run the highest-value study or bench test identified as most likely to change this decision.
    Required human approval
    Clinical reviewer signs the benefit-risk hypothesis; safety is a hard gate and cannot be overridden by score.

    Possible blockers

    • Mechanism contradicted by credible evidence
    • Foreseeable harm without a mitigation route
    • No meaningful improvement over standard of care
  4. Stage 04

    Market, adoption, pricing, and reimbursement

    Who buys it, who is paid for it, and through which payment mechanism?

    Inputs
    Target setting, care pathway, competitors, buyer and user roles, coding and payment landscape, jurisdiction.
    Analysis
    Beachhead definition, adoption-friction modelling, competitive substitution, coding and coverage route assessment, and the economic evidence a payer would require.
    Evidence
    Cited coding and coverage material, comparator products, and published economic evidence, each with its applicability recorded.
    Outputs
    Beachhead segment, payment pathway options, adoption model, and the health-economic evidence plan implied by them.
    Domain owner
    Market, competition, reimbursement, and health-economics roles.
    Decision gate
    GO, CONDITIONAL GO tied to a coverage route, or PIVOT on segment, claim, or geography.
    Next action
    Validate the payment route with a payer-facing conversation or coding analysis before locking claims.
    Required human approval
    Commercial reviewer approves the beachhead and payment assumption set.

    Possible blockers

    • No viable payment mechanism in the target jurisdiction
    • Buyer economics that cannot absorb the price
    • Evidence expectations that exceed the capital plan
  5. Stage 05

    Patent landscape and preliminary freedom-to-operate hypotheses

    Is there protectable space, and which third-party rights need qualified legal review?

    Inputs
    Technical disclosure, claim concepts, product architecture, target jurisdictions, filing history.
    Analysis
    Landscape mapping, white-space identification, and construction of preliminary freedom-to-operate hypotheses with a structured red-team pass against them.
    Evidence
    Cited patent families and publications, with the specific claim elements that create each hypothesis.
    Outputs
    White-space map, potential conflicts, and a prioritized question list written for counsel.
    Domain owner
    Intellectual-property analysis role, escalating to qualified counsel.
    Decision gate
    CONDITIONAL GO subject to counsel review; HOLD or STOP on a material unresolved conflict.
    Next action
    Instruct counsel with the prepared question list rather than an open-ended search.
    Required human approval
    Qualified legal counsel owns any freedom-to-operate opinion. Decidian never issues one.

    Possible blockers

    • Dominant blocking right with no design-around
    • Disclosure events that may have compromised novelty
    • Unclear ownership or inventorship
  6. Stage 06

    Regulatory pathway and scenario mapping

    Which submission pathway is defensible, and what evidence does each scenario demand?

    Inputs
    Classification scenarios, benefit-risk hypothesis, claims, standards landscape, precedent submissions.
    Analysis
    Pathway scenario construction, predicate and precedent analysis, applicable-standards mapping, evidence-burden comparison, and agency-interaction planning.
    Evidence
    Cited guidance, recognized standards, and precedent products, with jurisdiction and recency recorded.
    Outputs
    Pathway scenarios with requirement sets, testing implications, timelines, and a proposed agency-interaction plan.
    Domain owner
    Regulatory strategy, precedent, and standards roles.
    Decision gate
    GO on a selected scenario, PIVOT on claims to reach a viable pathway, or ABSTAIN where precedent is genuinely absent.
    Next action
    Prepare the pre-submission package or narrow claims to the defensible scenario.
    Required human approval
    Regulatory professional of record approves the pathway. Regulatory feasibility is a hard gate.

    Possible blockers

    • No defensible pathway for the current claims
    • Evidence burden incompatible with the capital plan
    • Claims that trigger an unintended jurisdictional category
  7. Stage 07

    Engineering and design controls

    Can the intended use become a safe, verifiable design under design controls?

    Inputs
    Intended use, user and use environment, claims, standards set, risk landscape, existing prototypes.
    Analysis
    Translation of user needs into design inputs, architecture and interface definition, risk analysis, human-factors planning, software lifecycle and cybersecurity threat modelling.
    Evidence
    Traceability from user need to design input to verification method, with standards references attached.
    Outputs
    Design inputs, architecture, risk file structure, human-factors plan, and a verification-and-validation plan.
    Domain owner
    Systems, software, human-factors, and cybersecurity engineering roles.
    Decision gate
    GO, CONDITIONAL GO on feasibility work, or PIVOT on architecture or intended use.
    Next action
    Execute the identified feasibility test before committing to detailed design.
    Required human approval
    Engineering lead approves design inputs; all builds and testing are performed by people, not the platform.

    Possible blockers

    • Requirement that no known technology satisfies
    • Use-related risk without an effective control
    • Cybersecurity exposure incompatible with intended use
  8. Stage 08

    Manufacturing, supply chain, DFM, and quality readiness

    Can this be made consistently, compliantly, and at a cost the market supports?

    Inputs
    Design architecture, materials and components, volume assumptions, target cost, quality-system status.
    Analysis
    Design-for-manufacture review, process and validation planning, supplier and single-source risk assessment, quality-system gap analysis against the applicable standard.
    Evidence
    Component and supplier data, process capability assumptions, and quality-system documentation status.
    Outputs
    DFM findings, quality-system gap list, validation and transfer plan, and a cost-of-goods range.
    Domain owner
    Quality, supplier, and manufacturing roles.
    Decision gate
    CONDITIONAL GO with the named quality and supply actions; HOLD where cost of goods breaks the commercial model.
    Next action
    Close the highest-risk quality-system or supply gap before design freeze.
    Required human approval
    Quality authority approves the plan and retains release authority throughout.

    Possible blockers

    • Critical single-source component
    • Process incapable of the required tolerance
    • Quality system absent where the pathway requires it
  9. Stage 09

    Preclinical, clinical, and verification-and-validation evidence strategy

    Which studies and tests actually answer the questions regulators, payers, and clinicians will ask?

    Inputs
    Pathway requirements, payer evidence expectations, risk file, design inputs, prior data.
    Analysis
    Integrated evidence planning across bench, preclinical, clinical, and human-factors work, with endpoint selection, statistical framing, and sequencing to retire the largest uncertainty first.
    Evidence
    Standards and guidance references, comparable study designs, and existing internal data with its applicability recorded.
    Outputs
    Integrated evidence plan, protocol concepts, sequencing, and cost and duration ranges per study.
    Domain owner
    Preclinical, clinical, and statistical roles.
    Decision gate
    GO on an integrated plan, or HOLD until endpoint feasibility is resolved.
    Next action
    Commission the sequenced first study rather than the largest one.
    Required human approval
    Clinical and regulatory reviewers approve the plan; investigators retain all study conduct and interpretation.

    Possible blockers

    • Endpoint that cannot be measured within the plan
    • Study cost or duration that exceeds available capital
    • Evidence needs that conflict between regulator and payer
  10. Stage 10

    Milestone capital, probabilistic cost and timeline, and risk-adjusted valuation

    What will the next milestone cost, how long will it take, and what is the venture plausibly worth?

    Inputs
    Evidence plan, engineering and manufacturing plans, regulatory scenario, market model, current burn and team.
    Analysis
    Probabilistic simulation with correlated delays, milestone-based capital structuring, and risk-adjusted valuation across scenarios.
    Evidence
    Cost and duration inputs traced to plans and comparables, with assumptions and sensitivity drivers listed.
    Outputs
    P50 and P80 cost and schedule ranges, milestone capital plan, use of funds, and a valuation range by scenario.
    Domain owner
    Simulation, valuation, and capital roles.
    Decision gate
    GO, CONDITIONAL GO on scope reduction, or PIVOT to a narrower first milestone.
    Next action
    Restructure the raise around the milestone that most reduces risk per dollar.
    Required human approval
    Founder or board approves the capital plan. Valuation output is analysis, never investment advice.

    Possible blockers

    • Capital requirement far beyond plausible raise
    • Timeline that expires the IP or market window
    • Uncertainty too wide to structure a milestone
  11. Stage 11

    Investor, partner, and vendor matching

    Who is genuinely able to finance or execute the next milestone, and may they see this project?

    Inputs
    Qualified project record, disclosure approvals, investor mandates, partner qualification records, conflict data.
    Analysis
    Requirement-driven matching against mandates and verified partner capability, conflict screening, and construction of a consented disclosure package.
    Evidence
    Transparent match reasons tied to specific project attributes and stated mandate criteria.
    Outputs
    Ranked, permissioned matches with the reasoning shown to both sides.
    Domain owner
    Investor, partner, and conflict-screening roles.
    Decision gate
    GO only after project qualification and explicit disclosure approval; otherwise HOLD.
    Next action
    Release the consented package to the shortlist and record any nonbinding interest.
    Required human approval
    Project owner authorizes every disclosure and can revoke access at any time.

    Possible blockers

    • Disclosure not approved by the project
    • Unresolved conflict of interest
    • Project not yet qualified for release
  12. Stage 12

    Continuous audit, outcome capture, and model calibration

    What has changed, which prior decisions are now invalid, and how well were we calibrated?

    Inputs
    New evidence, milestone results, regulatory and standards changes, competitor and market events, realized costs and timelines.
    Analysis
    Dependency-driven invalidation, re-evaluation of affected decisions, and scoring of prior forecasts against observed outcomes.
    Evidence
    Change records linked to the decisions they affect, plus realized-versus-forecast comparisons.
    Outputs
    Alerts, invalidated decisions, updated conclusions, and recalibrated forecast models by product type and stage.
    Domain owner
    Monitoring, calibration, and adjudication roles.
    Decision gate
    Re-issued gate results on every affected decision rather than a new standalone report.
    Next action
    Review invalidated decisions with the accountable reviewer.
    Required human approval
    Reviewers re-authorize any decision whose basis has materially changed.

    Possible blockers

    • Stale project record with no reporting
    • Outcomes withheld, preventing calibration

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