Services

Information Architecture and Workflow Design

Give the product a model people can work through by defining objects, relationships, roles, rules, states and exceptions before navigation or interface decisions harden around the wrong assumptions.

  • Product design
  • Workflow design
  • Information architecture

The product-model workshop is not a card sort

Information architecture for a workflow product is not a navigation exercise. It defines which objects exist, how they relate, who can act, what state means and how a person moves through normal and exceptional work.

Tcules works with product, domain and engineering knowledge to make the operating model explicit. Navigation follows this model. It should not become the model by accident.

  1. 01

    Objects and relationships

    Identify durable objects and how they relate to each other.

  2. 02

    Roles, permissions and accountability

    Clarify who can act, who is accountable and where authority changes.

  3. 03

    Rules, lifecycle and history

    Model rules that change eligibility or state, lifecycle movement and inspectable history.

  4. 04

    Handoffs, exceptions and recovery

    Expose handoffs between people and systems, exceptional paths, recovery routes and decisions that need evidence.

Object-state-authority map

Model elements

The map defines objects, parent objects, roles, states, transitions, rules, events, evidence and actions.

A role may act on an object only in permitted states. Every transition records its trigger and consequence, and history remains inspectable.

Representative workflow

A staffing candidate can be sourced, screened, submitted, interviewed, offered, placed or withdrawn. Client, recruiter and candidate see different evidence and may trigger different transitions.

The model has to remain understandable across layouts: from a state map beside a role-authority matrix, to one role at a time, to a single object lifecycle followed by role permissions. The text alternative lists every state and permitted transition.

How we know the architecture is working

We evaluate whether representative roles can predict where an object belongs, what happened, what they can do next and how to recover. We compare the proposed model against domain rules and implementation constraints before treating it as final design.

The Doodle case and Scissors case show two different product models.

Architecture decides what the interface is allowed to imply

  1. 01

    Change a workflow default

    In Dealpath, Add to pipeline opened deal creation before checking whether the opportunity already existed. Reversing that sequence corrected the product assumption beneath the route.

  2. 02

    Separate finding modes

    In Benchmark Gensuite, search, hierarchy, saved scopes and nearby sites appeared inside one selector. Applying newer components did not resolve their unclear boundaries, so the work separated three jobs into three views.

What the work produces

  1. 01

    Product model

    Object and relationship definitions, plus role, permission and authority maps.

  2. 02

    Workflow structure

    Lifecycle and transition models, normal paths, exceptional paths and recovery paths.

  3. 03

    Navigation and requirements

    Navigation and wayfinding structure, with content and data requirements by state.

  4. 04

    Engineering questions and scenarios

    API and system-boundary questions for engineering, plus scenarios used to evaluate the model before implementation.

Bring one workflow or product map

Use a real workflow, object model or product map to clarify the objects, roles, states and rules your interface needs to respect.