Map roles to real work
Start with the people who request, prepare, review and approve each action. Use those responsibilities to define access to records and tools, rather than giving every participant the same capabilities.
Platform Governance
Clear boundaries. Clear responsibility.
Plan permissions, human review and ownership alongside the workflow itself.
Talk about your businessA connected workflow
- Define roles
- Set permissions
- Review decisions
- Record changes
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
A business process needs to say who can do what and when someone must decide. We make those questions part of the design, so automation has defined boundaries and the team understands its responsibilities.
Choose review points deliberately
Identify the decisions that need human judgement. Specify the information a reviewer sees, what approval allows and what should happen if an item is rejected or needs more detail.
Keep change accountable
Agree how workflow changes are requested, tested and released. Include ownership of exceptions and the records needed to understand important actions, with the final scope documented for the engagement.
In practice
What this could look like.
An employee can submit leave, a manager can approve it and a payroll reviewer can use approved totals. The workflow is designed around those distinct responsibilities and the handoffs between them.
An example workflow, shaped to the systems and responsibilities of your business.