Category: Tech Stack for Processes

  • One Customer Record * Four Processes

    One Customer Record * Four Processes

    A customer experiences one relationship. Inside the organization, four processes use the customer record for different work: Sales records the agreement, Operations delivers what was promised, Accounting records the financial result, and Customer Support helps the customer when a question or problem occurs. Those processes do not need to use the same screen or even…

  • Trace the Work Before You Try to Fix It

    Trace the Work Before You Try to Fix It

    A request for new software usually begins with a real problem. A team may be re-entering the same information, correcting invoices, rebuilding reports, or relying on one person to remember what happens next. The problem is real. The proposed solution may still be premature. People describe the part of the work they can see. A…