01
Scope and rules
Proposed output
Workflow, retained/change scope and field/permission questions.
Acceptance basis
Define a scope around workflows and goals.
CUSTOM PLATFORMS & WORKFLOWS
Start with one workflow.
Define how software helps.
Describe users, current actions and the handover to improve. Separate retained behavior, changes and system responsibilities, then agree the prototype, development and acceptance basis.
BEFORE YOU START
Clarify the conditions.
Bring the material you have.
For workflows beyond standard features, changes to an existing platform or interface handovers. Begin with one specific operational problem.
- 01Current workflow and users
- 02Rules to retain and change
- 03Interface owners and acceptance scenarios
01 / ONE REQUEST, KEEP THE SOURCE RECORD
Define the handover to change.
Use a meeting reschedule to explore collaboration among applicants, service staff and existing systems.
- 1
Original booking
Existing-system owner
Provides a traceable booking ID and original slot. The existing ledger remains the confirmation reference.
- 2
Reschedule request
Requester
The proposed prototype records the target slot, reason and related booking. Requesting a change does not confirm it.
- 3
Check and continue
Service staff and system owner
Business staff confirm rules and handling roles. The system owner checks conflict rules, write permission and confirmation receipts.
- 4
Confirmation record
Confirmed by the existing system
Ledger changes are discussed only when the agreed confirmation evidence exists. Unresolved permissions retain a manual check path.
Retain
The booking ledger, identity source and approval responsibility. Replacing every system is not assumed.
Adapt
Connect applications and service records through reservation identifiers, times and states.
Propose
Request input, comparison with the original record, handling feedback and handover notes. Development follows scope agreement.
Data and identity
Organize clear business entries for applicants and service staff.
Rules and third parties
Design clear paths for scheduling conflicts, cancellations and duplicate requests.
View the example: what if confirmation is missing?
Unconfirmed · keep the original booking
When a reschedule is unconfirmed, explain the reason, offer a revision or service-contact entry, and retain entered information.
How the user continues
Make requested, pending and confirmed states clear so users can review progress and continue.
02 / STAGE OUTPUTS & ACCEPTANCE
Give each stage an acceptance basis.
Collaborate in stages, from business analysis and interaction design to integration and delivery.
02
Prototype and feedback
Proposed output
Desktop/mobile input, original-record comparison and illustrative confirmation/failure feedback.
Acceptance basis
Review normal and exceptional situations to improve navigation and information retention.
03
Phased development and handover
Proposed output
Agreed modules, test records, source and technical docs, configuration and usage/maintenance instructions.
Acceptance basis
Complete scenario validation, handover and maintenance arrangements to support ongoing use.
PRODUCTS & DELIVERY
Reuse platform capabilities.
Customize the parts that need it.
PsCMS
Organize platform and business views; define functions and interfaces around existing systems.
Explore the productPsCanvas
Organize business interfaces and data displays; define views and fields with users.
Explore the product04 / RELATED PROJECT EXPERIENCE
Compare experience by the work described.
Explore logistics-finance and vehicle-management cases to compare their needs for system integration and work responsibilities.
RELATED PROJECT
SunGard · transaction modules and interfaces
The work covers gold lending, FX bond and currency-swap modules, including CSTP upgrades and Swift message changes.
Useful when considering experience with existing business modules, interface changes and phased handovers.
Read the original case scopeRELATED PROJECT
ATTC · warehouse, orders and customer queries
The platform connects inventory, orders, cross-region collaboration and customer queries with after-sales objects and handover workflows.
Useful for discussing custom scope across roles, record queries and regional workflows.
Read the original case scope05 / PREPARE FOR A SOFTWARE PROJECT
Bring one workflow
and the change you need.
Describe the current workflow and material gaps, with an example that explains the operation. Add equipment and point information when device integration is involved.
- 01Workflow, fields and rules
One sanitized normal and one failed workflow. Example fields: booking ID, original slot, requested slot, reason and confirmation evidence.
Business owner checks meaning and exceptions.
- 02Existing systems and data ownership
Systems to retain, owners of source records and identity, and fields that may be shared or only viewed.
System/data owners confirm authoritative sources.
- 03Permissions and test evidence
Describe systems to connect and any existing interface material.
System owner and third parties check scope.
- 04Participants and cooperation
Describe who applies, handles and confirms, and where collaboration should improve.
Project owner coordinates responsibility and review milestones.
- 05Stage acceptance and handover
Scenarios, reviewers and records for each stage. Agree source, docs, configuration, rollback and maintenance scope in the contract.
Business and technical owners agree together.
Organize the brief
The requirements resource includes an example and a filling guide for current functions, target behavior and context. The original download is a Chinese XLS; completing every field is optional for the initial discussion.
View the example, guide and formAgree implementation responsibilities
Explore platform, integration, visualization and mobile services to choose a collaboration direction.
Compare custom development and maintenanceRead the guide if device integration is involvedNEXT STEP
Bring a specific question.
Discuss the delivery scope.
Describe users, current actions and the handover to improve. Separate retained behavior, changes and system responsibilities, then agree the prototype, development and acceptance basis.