Service guides / SaaS development
Workflow mapping · SaaS developmentQuote tracking: workflow mapping
Make the steps and handoffs visible. Start with quote samples and approval roles and plan a draft-to-accepted quote journey.
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The project in view
- Start with
- quote samples and approval roles.
- Proposed result
- a draft-to-accepted quote journey.
- A decision to resolve
- editing a quote after acceptance.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when quote samples and approval roles is available and approved for use.
- Create a draft of a draft-to-accepted quote journey, with source references attached.
- Route editing a quote after acceptance 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 editing a quote after acceptance 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.