Service guides / SaaS development
Workflow mapping · SaaS developmentMulti-branch reporting: workflow mapping
Make the steps and handoffs visible. Start with branch identifiers and sample transactions and plan a branch-filtered reporting workspace.
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The project in view
- Start with
- branch identifiers and sample transactions.
- Proposed result
- a branch-filtered reporting workspace.
- A decision to resolve
- branch staff accessing other branches.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when branch identifiers and sample transactions is available and approved for use.
- Create a draft of a branch-filtered reporting workspace, with source references attached.
- Route branch staff accessing other branches 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 branch staff accessing other branches 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.