Service guides / SaaS development
Human review points · SaaS developmentClient onboarding: human review points
Give reviewers specific decisions to make. Start with an onboarding checklist and required documents and plan a client intake-to-ready workflow.
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The project in view
- Start with
- an onboarding checklist and required documents.
- Proposed result
- a client intake-to-ready workflow.
- A decision to resolve
- collecting information before it is needed.
This is a planning example. It does not describe a completed client engagement.
Human review points for this project
- Assign a reviewer who understands an onboarding checklist and required documents.
- Present a client intake-to-ready workflow beside its source so corrections can be checked.
- Require an explicit decision on collecting information before it is needed; keep the decision in the review record.
Questions to answer together
- Which result must be approved before it is used?
- What source evidence should the reviewer see?
- How is a rejected result corrected and checked again?
What to have at the end
A review matrix with decision owners, evidence and a correction route.
Record the decision on collecting information before it is needed 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.