Useful before you invest in a digital system.

A client-side guide.

Describe the process in five lines.

This is usually more useful than a long specification.

What starts the process?

A request, order, message or event.

Who touches it?

Roles and departments.

Where does it slow down?

Manual copying and waiting.

What should become easier?

Describe the operational result.

What cannot change?

Required systems and constraints.

Each direction changes a different part of the work.

If the bottleneck is questions and knowledge

Repeated questions.

If the bottleneck is repeated actions

Repeated operations.

If the bottleneck is fragmented operational work

Fragmented records.

If the bottleneck is making decisions from data

Data exists but signals are hard to see.

If an existing product already fits, use it.

Stabilise the process first.

Fix data ownership first.

Four practical factors shape the scope.

IntegrationsHow many systems must exchange data?

RolesHow different are permissions?

DataIs the source information clean?

First releaseHow much belongs in the first release?

Describe what happens now.