Service guides / Web & mobile apps

Systems & file handoffs · Web & mobile apps

Business service websites: systems & file handoffs

Plan how information enters and leaves the work. Start with service descriptions and approved brand assets and plan a responsive service-to-enquiry journey.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
service descriptions and approved brand assets.
Proposed result
a responsive service-to-enquiry journey.
A decision to resolve
unclear calls to action and inaccessible forms.

This is a planning example. It does not describe a completed client engagement.

Systems & file handoffs for this project

  • Confirm the source format for service descriptions and approved brand assets and the required delivery format for a responsive service-to-enquiry journey.
  • Carry a stable reference through each handoff so a reviewer can trace unclear calls to action and inaccessible forms.
  • 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  • How will a failed handoff or superseded file be identified?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 unclear calls to action and inaccessible forms 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.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.