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Workflow Discovery

Map how each department actually works, step by step.

#At a glance

DetailValue
AudienceDepartment leads, implementation owner
Estimated time1 workshop per department
Portal areas usedPlanning
AI usedNone (discovery)

#Purpose

Document real workflows so configuration matches reality, not assumptions.

#Business outcome

Each in-scope department's workflow is documented and ready to map onto modules.

#Implementation checklist

1

Walk through each department's day-to-day workflow

2

Identify the handoffs between departments

3

Note where work is tracked today

4

Map each workflow to the matching DevSphere OS module

#Dependencies

  • Implementation planning complete

#Risks

Watch for these

  • Capturing the ideal instead of the real
  • Skipping cross-department handoffs

#Success criteria

Done looks like

  • Each department's workflow is documented
  • Handoffs are identified
  • Modules are mapped to workflows

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