Service guides / SaaS development
Workflow mapping · SaaS developmentProject workspaces: workflow mapping
Make the steps and handoffs visible. Start with sample projects and collaborator roles and plan a project setup and task handover journey.
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The project in view
- Start with
- sample projects and collaborator roles.
- Proposed result
- a project setup and task handover journey.
- A decision to resolve
- removed collaborators retaining access.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when sample projects and collaborator roles is available and approved for use.
- Create a draft of a project setup and task handover journey, with source references attached.
- Route removed collaborators retaining access 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 removed collaborators retaining access 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.