Turn workflows into requirements
Bring current documents and workflows. Identify duplicate entry, lost information and approval delays, then define users, permissions and expected outputs to select the right system.
Scope follows the business
Scope can include documents, approvals, reports, APIs and integration tools. The result may be a web app or a focused utility. Multiple-organization accounts and subscription systems are introduced only where the product needs them.
Migration and integration
Prepare sample records and API documentation. Identify data owners and systems of record, then agree on import validation, edit permissions and handling unavailable external services before migration.
Reviewable delivery stages
Deliver in testable workflow stages, such as document creation, approval and reporting. Each stage has acceptance criteria and deliverables. Business rules, integrations and existing data quality influence cost.
Delivery process and handover
Agree on requirements and acceptance criteria, design screens, then develop and review in stages before launch. Source code, documentation, training and support are defined in the agreement. External service costs and timelines depend on the selected systems.
Updated · ByteMatrix