Give every handoff an owner
Identify who prepares the work, who reviews it and who takes the next step. Make responsibilities explicit, especially when a request moves from sales to delivery or from operations to finance.
Platform Collaboration
The right people. In the same conversation.
Connect the context, decisions and handoffs that keep a team’s work moving.
Talk about your businessA connected workflow
- Shared context
- Named owner
- Team review
- Clear handoff
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
Business work crosses team boundaries. We design workflows that bring people into the process with the information they need, rather than asking them to reconstruct the story from separate messages and files.
Carry the context forward
Keep the relevant documents, open questions and earlier decisions attached to the task. A colleague joining the conversation should be able to understand why their input is needed.
Work in familiar places
Shape access around the workspace and communication channels your team uses. The workflow should support the team’s habits while making the status of work and decisions easier to follow.
In practice
What this could look like.
Sales confirms a proposal and brings the project lead into the handoff. Delivery reviews the scope, finance checks the billing details, and each team sees what still needs a decision.
An example workflow, shaped to the systems and responsibilities of your business.