Service guides / SaaS development
Systems & file handoffs · SaaS developmentSupplier portals: systems & file handoffs
Plan how information enters and leaves the work. Start with supplier submissions and review criteria and plan a submission-to-approval workflow.
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The project in view
- Start with
- supplier submissions and review criteria.
- Proposed result
- a submission-to-approval workflow.
- A decision to resolve
- suppliers modifying approved records.
This is a planning example. It does not describe a completed client engagement.
Systems & file handoffs for this project
- Confirm the source format for supplier submissions and review criteria and the required delivery format for a submission-to-approval workflow.
- Carry a stable reference through each handoff so a reviewer can trace suppliers modifying approved records.
- Begin with a reviewed file exchange if a live integration is unnecessary. Confirm system access before promising an integration.
Questions to answer together
- Which file formats or systems must exchange information?
- Who owns access, exports and destination records?
- How will a failed handoff or superseded file be identified?
What to have at the end
A handoff specification covering formats, permissions, ownership and failure handling.
Record the decision on suppliers modifying approved records 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.