Workflows to connect
A practical scenario
An installation team records labour and parts at each customer site. Define completion evidence and billing approval so work can move from assignment to invoice.
Illustrative workflow, not a client case study.
Decisions to make early
Validate technician access, mobile use, connectivity needs and the stock location used for each visit.
Validate before scaling
Bring representative records and real process exceptions into testing. Agree who signs off the complete workflow, document the hand-offs and train each role before expanding the rollout.