Workflows to connect
A practical scenario
A consultancy sells fixed-price projects and time-based services. Define separate billing rules and verify how approved work becomes an invoice.
Illustrative workflow, not a client case study.
Decisions to make early
Agree project ownership, billable activities, cost assumptions and the process for approving scope changes.
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.