CAPABILITY / 05
Workflow & integration.
Map how information moves between people and tools, then define the connections, permissions and exception handling.
WHEN IT APPLIES
Repeated manual steps, disconnected publishing tools or a need to exchange data with an external service.
THE WORK
The work.
- Map the workflow and its dependencies
- Assess APIs, data formats and provider requirements
- Implement the agreed processing or integration
- Document permissions, errors and operating procedures
THE OUTPUT
Deliverables.
- Workflow and integration specifications
- Defined inputs, outputs and responsibilities
- The commissioned implementation and tests
- Operating and recovery instructions
Review and acceptance.
Test normal and failure paths with agreed data. Identify responsibility for credentials, permissions, retries and service limits.
Payment, CRM, authentication and third-party integrations require provider selection, access and security review. They are not preconnected services or claims of universal platform expertise.
YOUR NEXT STEP
Outline your project.
Use the project planner to outline your requirements and download a brief.
Plan your projectThe planner is download-only. Online enquiries are not enabled.