How to design the end-to-end workflow
Start with decisions, not screens. For digital, IT, HR and professional services consulting firms, the minimum flow should describe lead-to-project, recruiting-to-staffing, delivery-to-timesheet and economic control. Every stage needs entry and exit criteria, an owner, a next action and a date. A stage that changes no decision probably does not belong in the workflow.
Separate the standard path from exceptions. Software should make frequent work immediate and surface incomplete cases. Document the handoffs among sales, recruiting, delivery and finance because that is where context and accountability most often disappear.
- Owner and SLA for each handoff
- Required fields only when needed
- A visible next action
- History of decisions and approvals