Workflow design

Workflow design defines how objects move through roles, rules, states, hand-offs and exceptions toward an intended outcome.

  • Roles
  • Rules
  • States
  • Hand-offs

What workflow design means

Workflow design defines how objects move through roles, rules, states, hand-offs and exceptions toward an intended outcome.

It includes the operating model as well as the interface.

How workflow design works

In Dealpath, a user searches for an existing deal before creating one, with a deliberate fallback when no record exists. The decision depends on object identity, permission and exception handling, not only a sequence of screens.

Information architecture defines the objects and relationships underneath that work. A flowchart can still miss authority, waiting, failure and recovery.

Explore workflow design

Explore Information Architecture and Workflow Design, B2B SaaS and Workflow Software, or the Dealpath workflow decision.