Service guides / SaaS development
Workflow mapping · SaaS developmentProperty maintenance: workflow mapping
Make the steps and handoffs visible. Start with sample work requests and contractor assignments and plan a request-to-resolution workflow.
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The project in view
- Start with
- sample work requests and contractor assignments.
- Proposed result
- a request-to-resolution workflow.
- A decision to resolve
- closing work without completion evidence.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when sample work requests and contractor assignments is available and approved for use.
- Create a draft of a request-to-resolution workflow, with source references attached.
- Route closing work without completion evidence 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 closing work without completion evidence 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.