Interactive example · sample data
Follow a request from arrival to an updated record.
Compare the manual and connected versions of request W-204. Then see what happens when the reviewer needs more information.
W-204 · Reviewed decision recorded
Approved · next service update permitted
- Request
- Review a service request with supporting document
- Information
- Document and decision linked to the same request
- Current owner
- Service coordinator
- Next handoff
- The service record receives the decision and its supporting information
- Request and evidence together
- Responsible reviewer identified
- Service update permitted
- The next person can see the current status
Connected workflow / Approved
We identify where people copy information, where responsibility is unclear and which decisions need human review. Then we connect the records and automate the routine steps.
The reviewer records the decision and its supporting information, so the next person receives more than an approval label.
Try workflow support choices →Confirmed Commerce workflow context →Discuss a process →What we can build with you
A clear process map, agreed decision rules and a working workflow that connects your records.
- Map the real process
- Identify inputs, decision rules, exceptions and existing-system dependencies. Agree which steps are routine and which need a person.
- Implement the workflow
- Build the task views, routing and record updates. Integrate the tools that already own the information.
- Validate and hand over
- Test routine cases and exceptions, make progress visible and prepare the team to use and support the workflow.