Service guides / SaaS development
Scope & boundaries · SaaS developmentExpense approvals: scope & boundaries
Define the outcome before requesting a price. Start with redacted expenses and approval thresholds and plan an expense submission-to-review journey.
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The project in view
- Start with
- redacted expenses and approval thresholds.
- Proposed result
- an expense submission-to-review journey.
- A decision to resolve
- self-approval and duplicate reimbursement.
This is a planning example. It does not describe a completed client engagement.
Scope & boundaries for this project
- Select one end-to-end user journey for the first release. Define account roles and who owns each record.
- Use “an expense submission-to-review journey” as the proposed deliverable; confirm what is included in that description.
- Resolve this boundary early: self-approval and duplicate reimbursement.
Questions to answer together
- Who uses the result, and what decision does it support?
- Which part of the current process is included?
- Which exceptions and adjacent tasks are excluded?
What to have at the end
A bounded scope with an owner, an intended result and explicit exclusions.
Record the decision on self-approval and duplicate reimbursement 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.