Service guides / SaaS development
Workflow mapping · SaaS developmentClient onboarding: workflow mapping
Make the steps and handoffs visible. Start with an onboarding checklist and required documents and plan a client intake-to-ready workflow.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
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.
Workflow mapping for this project
- Start when an onboarding checklist and required documents is available and approved for use.
- Create a draft of a client intake-to-ready workflow, with source references attached.
- Route collecting information before it is needed 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 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.