Name the important records
Start with the business objects involved in the process: a customer, a project, an invoice or an employee. Define which fields identify them and which system owns the authoritative value.
Platform Unified data model
Different systems. A shared understanding.
Agree how customers, projects, people and records relate across the workflow.
Talk about your businessA connected workflow
- Identify records
- Map ownership
- Connect relationships
- Share consistent context
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
The same business may be described differently in every tool. We define the shared relationships and identifiers a workflow needs, so information can move between systems without losing its meaning or ownership.
Connect the relationships
A project belongs to an account; an invoice refers to an approved scope. Make those relationships explicit so the workflow can find the right context and detect a missing link.
Handle differences deliberately
Tools may use different names, formats or update schedules. Agree mappings and conflict rules with the people who use the records, then test those rules against representative examples before release.
In practice
What this could look like.
A proposal, project and invoice share an account identifier. When the workflow prepares the finance handoff, it can connect all three records while leaving each system responsible for its own information.
An example workflow, shaped to the systems and responsibilities of your business.