Understand first
Workflow, roles, data, bottlenecks, and business rules are reviewed before the build is locked in.
The goal is simple: understand how the business actually works, build a usable version early, polish the system, launch it cleanly, and keep improving it after the team starts using it.
Instead of forcing a generic template into the company, the system is shaped around the people, records, approvals, handoffs, reports, and daily work that already exist.
Workflow, roles, data, bottlenecks, and business rules are reviewed before the build is locked in.
A working version is created early so the flow can be tested before the final polish.
Screens, modules, records, permissions, reports, and daily actions are completed around the approved workflow.
After the system goes live, the process can be refined as the team finds new needs or improvements.
Start with the process. Then build the software that supports it.