Internal knowledge search: workflow mapping
Make the steps and handoffs visible. Start with approved policies and representative staff questions and plan source-linked answers with clear uncertainty.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- approved policies and representative staff questions.
- Proposed result
- source-linked answers with clear uncertainty.
- A decision to resolve
- conflicting policy versions.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when approved policies and representative staff questions is available and approved for use.
- Create a draft of source-linked answers with clear uncertainty, with source references attached.
- Route conflicting policy versions to the nominated reviewer before issuing the final result.
Questions to answer together
- What starts the work, and what marks it complete?
- Who reviews the intermediate result?
- Where does an exception go, and who resolves it?
What to have at the end
A sequence of steps showing inputs, decisions, handoffs and completion.
Record the decision on conflicting policy versions alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.