Service guides / Web & mobile apps
Workflow mapping · Web & mobile appsStaff directories: workflow mapping
Make the steps and handoffs visible. Start with approved staff fields and visibility rules and plan an accessible team lookup tool.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- approved staff fields and visibility rules.
- Proposed result
- an accessible team lookup tool.
- A decision to resolve
- exposing private contact information.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when approved staff fields and visibility rules is available and approved for use.
- Create a draft of an accessible team lookup tool, with source references attached.
- Route exposing private contact information 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 exposing private contact information 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.