PROCESS NOTE · Updated
Start with a workflow, then choose the technology.
A practical way to define the first process worth improving.
Walk through one real example
Identify what starts the work, who handles it and where the result needs to go. Write down every copy, check and approval before choosing a tool.
Separate capture from authority
An extracted field or suggested match is not an approved business record. Decide which steps prepare information and which steps permit a change.
Define the first acceptance criteria
Choose representative records and exceptions. Agree what a correct result means, who will check it and what happens when the system cannot complete the handoff.
General design guidance. Examples describe approaches to scope, not measured customer results.