Service guides / SaaS development
Workflow mapping · SaaS developmentDocument approvals: workflow mapping
Make the steps and handoffs visible. Start with sample documents and an approval matrix and plan a versioned review and signoff journey.
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The project in view
- Start with
- sample documents and an approval matrix.
- Proposed result
- a versioned review and signoff journey.
- A decision to resolve
- approving a version that has since changed.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when sample documents and an approval matrix is available and approved for use.
- Create a draft of a versioned review and signoff journey, with source references attached.
- Route approving a version that has since changed 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 approving a version that has since changed 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.