Workflow before screens
Map who starts an operation, who reviews it and which documents and decisions it produces. Define exceptions, cancellations and changes before translating them into screens and execution rules.
COREXIA / CUSTOM SOFTWARE
Custom software development around your workflow.
When an off-the-shelf product does not cover the required workflow, we review the problem and build around its actual steps. The solution might be a team portal, request and approval system, operational dashboard or integration between tools you already use.
Discuss your requirementsWhat can we build?
Administration and permissions
Identify roles, data scope and allowed actions. Plan users, branches, documents and the required audit trail around the nature and sensitivity of the workflow.
Systems and information
Review existing tools, interfaces and record ownership. Specify synchronization, duplicates and errors, including steps that should remain manual or require review.
Reports and phased delivery
Define which questions each report answers and where every figure comes from. Implementation can be split into stages with clear scope and acceptance criteria, then evolve with the business.
From requirements to rollout
Define the problem
Review workflows, roles and information, then write outcomes that can be tested.
Implement in stages
Validate screens, rules and integrations with the relevant users before expanding.
Verify and hand over
Test normal cases, exceptions and permissions, then define migration, training and operation.
- The problem and current workflow
- Non-sensitive sample documents and data for initial review
- Users, roles and systems the solution needs to work with
- First-release priorities and acceptance criteria
Questions to plan around
Can you extend an existing system?+
We review its structure, access rights and modification or integration options before deciding whether to extend it or build a connected service.
Can existing data be migrated?+
We define sources, quality, mappings and validation rules, then test a sample and review plan before agreeing the full migration.
How is the project cost defined?+
By the scope, users, integrations, delivery stages and acceptance criteria. Business rules and exceptions can affect implementation more than the screen count alone.