Design a workflow

A workflow connects an input to a useful result through a sequence of work and decisions. Before implementing it with Hexagon, describe the process clearly enough that an owner can explain what should happen in an ordinary case and in an exception.

Map the work

For a customer follow-up process, the map might be:

1. Identify the conversation that needs a response.
2. Find the current proposal and approved terms.
3. Prepare an answer to the customer's open question.
4. Obtain any required review.
5. Deliver the approved response and check the result.
6. Update the relevant record when the outcome is confirmed.

This is a process-design example. The actual connected systems and actions are configured with your team.

Name the decisions

Distinguish mechanical work from a judgment that needs an owner. Finding an overdue response is different from approving a price exception. Recording a confirmed result is different from assuming success because a request was submitted.

For each decision, record the source of authority and the person who can resolve uncertainty.

Define the exceptions

Specify what to do when a source is unavailable, records disagree, the recipient is unclear or an external action has no confirmed result. A useful workflow makes these gaps visible to the right person.

Confirm the result

Choose evidence that demonstrates completion: a reviewed document, an updated record or a destination confirmation. Avoid measuring only the number of steps attempted.

Use this map to agree on scope, permissions and acceptance criteria before the pilot begins.