Service guides / SaaS development
Workflow mapping · SaaS developmentExpense approvals: workflow mapping
Make the steps and handoffs visible. 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.
Workflow mapping for this project
- Start when redacted expenses and approval thresholds is available and approved for use.
- Create a draft of an expense submission-to-review journey, with source references attached.
- Route self-approval and duplicate reimbursement 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 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.