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STUDIO WORKWORKFLOW SYSTEMS

Replace the chasing, copying and re-keying with a process that runs itself.

Many processes are a sequence of the same steps every time: a request, a check, an approval, an action, a record. A workflow system makes those steps happen reliably, and shows everyone where things stand.

A workflow across requester, manager, finance and system lanes: submit, review, a threshold decision, finance sign-off, then the order is raised and recorded automatically.REQUESTERMANAGERFINANCESYSTEMSubmit requestReview> £5k?Finance sign-offRaise orderNotify & recordnoyesREPLACES@▦✎email · spreadsheet · forms

OVERVIEW

What a workflow system is.

A workflow system takes a process that currently relies on people remembering, forwarding and chasing, and turns it into defined steps with clear owners, rules and records.

The aim is not to automate judgement. It is to remove the administration around it — so the people who need to decide get the right information at the right time, and nothing waits in an inbox.

WHEN IT FITS

You might need this when…

  • Approvals are chased by email and nobody is sure where a request has got to
  • The same information is typed into several systems
  • Steps get missed when someone is away
  • You cannot easily show who approved what, and when
  • A process scales with headcount rather than with volume
  • Simple rules — thresholds, routing, reminders — are applied by hand

WHAT IT INVOLVES

What it typically includes.

  • MAPPING

    Process mapping

    The current process mapped honestly, then simplified before anything is automated.

  • FORMS

    Structured requests

    Forms that capture the right information first time, with validation.

  • ROUTING

    Rules and routing

    Thresholds, approvals and hand-offs applied consistently, every time.

  • ALERTS

    Reminders and escalation

    Notifications when something is waiting, and escalation when it waits too long.

  • SYSTEMS

    Connected actions

    Orders raised, records updated and documents created in your other systems.

  • AUDIT

    Audit trail

    A complete history of every request, decision and change.

HOW IT COMES TOGETHER

Start with the problem. Build the right thing.

  1. 01

    UNDERSTAND

    The process as it really runs today, including the workarounds.

  2. 02

    DESIGN

    A simpler process, with rules, roles and exceptions agreed.

  3. 03

    BUILD

    The workflow built and connected to the systems it needs to update.

  4. 04

    REFINE

    Run with real cases alongside the old process, then switched over.

GOOD TO KNOW

How Studio projects work.

Every Studio project is scoped and quoted individually, once we understand what is needed.

Scope, timings, ownership, hosting and any ongoing support are agreed in writing before work begins.

If a ready-made product or a tool you already own is the better answer, we will say so.

DIGITAL CHRYSALIS PRODUCTS

Need something simpler first?

The Corporate Office Toolkit includes calculating trackers and templates for everyday corporate processes.

VIEW PRODUCT →

DIGITAL CHRYSALIS STUDIO

Have something like this in mind?

Tell us what you’re trying to build, improve or replace. We’ll take a look and come back to you with the next step.

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