The starting point
An application brings together a team’s cases, documents and approvals. It remains essential to daily work, but its rules are hard to recover. Users fill gaps with separate files.
Business use case
Modernise case management in stages
Improve a useful application by taking over one business workflow at a time.
Case and document management
Operations managers, case handlers and technical leads.
What makes the work harder
Adding a status or changing a document can affect several workflows. Replacing everything would postpone improvements. A first feature needs to be chosen and its coexistence with the existing system prepared.
What the team needs
Recover the rules
Identify documents, decisions and exceptions that move a case forward.
Define a module
Separate a feature while accounting for its existing connections.
Prepare the switch
Check data, access rights and rollback.
The workflow in the tool
One workflow taken over, then the next
The transition is prepared feature by feature, accounting for dependencies.
- 01
Understand
Rules, uses and dependencies
- 02
Define
First module and connections
- 03
Check
Data, access and rollback
- 04
Launch
Limited scope, then review
- Existing system
- Cases · documents · rules
- Transition
- Module · connections · checks
- Decision
- Acceptance · next step
Which part of your application needs to change first?
A solution organised into modules
Case workflow
Stages, roles and expected documents.
Existing connections
Reads, writes and shared rules.
Data migration
Mappings, checks and anomalies to resolve.
Gradual launch
Pilot group, checks and next-step decision.
Where to start
- Observe a case through to closure
- Isolate a useful first workflow
- Check migration before a limited launch
Points to define
- Access to code and data
- Rules shared by old and new systems
- Rollback conditions
What to check before launch
- Migrated cases retain their documents and status.
- Access is checked with the relevant roles.
- Further rollout depends on defined acceptance criteria.
What the tool should make easier
Improve a priority workflow while keeping risks, dependencies and next steps visible.
Let’s build a tool that fits your organisation.
Which part of your application needs to change first?