Service guides / SaaS development

Workflow mapping · SaaS development

Equipment rentals: workflow mapping

Make the steps and handoffs visible. Start with sample equipment availability and rental terms and plan a reservation-to-return workflow.

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The project in view

Start with
sample equipment availability and rental terms.
Proposed result
a reservation-to-return workflow.
A decision to resolve
overlapping rentals and damaged returns.

This is a planning example. It does not describe a completed client engagement.

Workflow mapping for this project

  • Start when sample equipment availability and rental terms is available and approved for use.
  • Create a draft of a reservation-to-return workflow, with source references attached.
  • Route overlapping rentals and damaged returns 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 overlapping rentals and damaged returns 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.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.