‍Background

As a team, we specialize in change management. When we work with customers to streamline any workflow we engage in a process called storyboarding. This process is where we first understand the customers’ pain points at their core level then work with the customer to rebuild faster, more efficient workflows. Storyboarding can take anywhere between two to four weeks.

Below is a breakdown of that very process:

Scoping the Project

Idea Entity works with stakeholders, subject matter experts (SMEs), and key users to establish the scope of the effort. Using the information gathered, our User Interface Designers collaborate with the Project Manager and Business Analysts to develop scenarios, user roles, and functional, navigational requirements.

Using this information, Idea Entity comes up with a viable prototype model that covers all aspects of the customer’s requirements. This effort culminates in the development of storyboards that the users can review and provide detailed feedback on before any implementation work begins.

Once the storyboards have been approved, data elements and structures will be finalized to support the data storage and retrieval. Idea Entity follows an iterative, and incremental development approach to implement the functionality. Customers will have access to the Idea Entity’s test environment throughout the development life-cycle for them to provide inputs and feedback.

Developing the Workflow

The design and development of the workflow will follow the same approach as is defined in the Storyboarding process. The only other execution difference, in this case, is, because this is a Workflow, we will need to capture the following five additional requirement elements:

1. Steps – Process steps and approval guidelines
2. Activities – These are actions that need to be performed as part of the process and contextually within each step
3. Alerts and Notifications – When a step is completed or there is progress within an activity, alerts, and notifications are sent out. As a team, we will establish what merits notifications to bring attention to critical workflow elements while also removing unnecessary noise. 
4. Data and Files – This includes all data elements that need to be captured and files that are required to complete the process.
5. Audit and Compliance – The final stage of establishing a workflow is ensuring process fidelity through audit and compliance. This includes the required verification and validation within the  Steps and Activities.
   

What makes this process so unique?

Because of this in-depth process to understand customers’ processes while also leveraging our team’s capabilities within process design, we can deploy solutions 1-2 years faster than competitors while also ensuring user adoption. 

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