How we design the workflow
- Map the current process, including exceptions and informal workarounds.
- Separate true business policy from historical system constraints.
- Define the target workflow, roles, states, rules and control points.
- Specify data, documents, integrations, SLA and audit requirements.
- Prototype the highest-risk screens and exception paths.
- Validate role permissions, exception scenarios, performance and reporting.
- Roll out in controlled phases with measurable adoption and operating metrics.
