Design the flow
before the stack.
Remove unnecessary steps, clarify system roles and make exceptions manageable before technology hardens the process.
Workflow design
Start with what people need to accomplish.
A system project succeeds when the operational design is clear enough for teams, platforms and data to work together.
01
Observe
Document the current work, bottlenecks, handoffs and unofficial workarounds.
02
Model
Define actors, states, decisions, inputs, outputs and exception paths.
03
Optimise
Remove duplication and decide where automation creates meaningful value.
04
Operationalise
Translate the target workflow into platform configuration, integrations and custom software.
We do not automate a broken process. We redesign it, then choose the right level of automation.EISOL workflow principle