Describe it plainly
No field names, no template to pick first. You state the problem the way you would to a colleague who already knows the business.
Phase 1
IRIS plans.
IRIS is a planning workspace for small and midsize businesses — any of them. Describe a problem the way you would to a colleague; IRIS asks what it needs and produces an editable plan. It learns the language of your line of work, separates what you confirmed from what it assumed, and finishes with a Magnolia engineer picking the work up.
What Phase 1 does
Six behaviors.
It asks what it needs
IRIS works out what is missing and asks for it, rather than filling the gap with a guess and moving on.
An editable plan
The output is a plan you can change — not a report to read once. You edit it in place and it stays yours.
It speaks your trade
Shops, firms, restaurants, service companies, contractors — scope and terminology come back in the words your people already use. Construction is the deepest today, at fifteen specialties; every other line of work runs a general footing that works from day one.
Confirmed vs assumed
Every line is marked as something you confirmed or something IRIS assumed. You always know which parts of the plan are load-bearing.
A person finishes it
Phase 1 ends with a Magnolia engineer picking the work up. The plan is the handoff, not the deliverable.
IRIS plans; it does not execute. IRIS lays out the decision and a person makes it.
How Phase 1 starts
Three steps, in order. The first one is the form.
Scoping
You tell us how the business runs today — systems, documents, reporting, and where the time goes. Twenty minutes, one sitting.
Review
A Magnolia engineer reads the responses and comes back with what Phase 1 would cover for you specifically, and what it would not.
Workspace
IRIS is configured against your line of work, your document types, and your approval chain, then opened to your team.