1. Walk through the task
Use a redacted example to understand the inputs, steps, exceptions and people involved. Establish a baseline if time savings are a goal.
Working together
A visible path from problem to handover.
You should know what is being built, what it will cost and how to judge the result.
Four steps to a working result.
2. Agree the scope
Write down the deliverable, acceptance examples, exclusions, access requirements, payment milestones and responsibilities.
3. Build and review
Implement the workflow and review working progress together. Confirm any changes to scope before additional work begins.
4. Test and hand over
Check the agreed cases, permissions and failure handling. Hand over deployment information and operating notes, with any ongoing support agreed separately.
Start with one workflow
What keeps taking your team's time?
Tell George what happens today, which tools you use and where the work gets stuck.
Discuss your workflow