Map one complete workflow
Follow a real request from arrival to completion. Identify the users, required information, decision points and exceptions. Choose a first release that can complete a useful workflow end to end.
BUSINESS OPERATIONS / PROJECT SCENARIO
Replacing disconnected spreadsheets with one working system
A useful internal platform starts with a specific workflow. The aim is to make daily work easier to complete and track, with the right information available to the right people.
POSSIBLE PROJECT SCOPE
A possible engagement, not a completed client project.
A business tracks requests in one spreadsheet, approvals in email and progress in another tool. Staff spend time reconciling versions, and managers need to ask for updates. A shared application could reduce those gaps, provided it reflects how the work actually moves between people.
A PRACTICAL APPROACH
How we would
tackle it.
The final scope depends on your business, existing systems and the decisions the work needs to support.
Design and build the application
Review a prototype before developing the agreed screens, records and permissions. Add integrations only where they are needed, with visible handling for failed or delayed updates.
Test with the people doing the work
Use representative records and realistic tasks to check access, approvals and reporting. Plan data migration, release and support, then give the team a documented handover.
- Workflow and prototype
User roles, key screens, decisions and the agreed first-release scope.
- Working application
The agreed features, database, access controls and integrations.
- Release checks
Acceptance results, migration checks and known issues requiring follow-up.
- Technical handover
Source code, deployment instructions, account ownership and operating documentation as agreed.
ASSESSING PROGRESS
What would
count as progress?
Check whether users can complete the agreed tasks correctly, whether permissions behave as intended and whether records remain consistent. Measure time or error reductions against the existing process after the team has used the release.
What we would need from you
Sample records, process owners, current tools and users available to review the prototype and release. Ownership, third-party fees and ongoing support must be defined in the proposal.
Keeping responsibilities clear
A first release should solve a complete, bounded workflow. Additional departments or features can follow after the initial system has been evaluated.
YOUR BUSINESS, YOUR REQUIREMENTS
Facing a similar
challenge?
Tell us what happens today and where you want to get to. We’ll help define a suitable first piece of work.
Discuss your requirements