Enterprise workflow discovery checklist

Map the operation

Describe one complete journey from its trigger to the final business outcome. Work through a normal example and an exception with the people who perform the process.

Discovery checklist

• Actors and responsibilitiesList who creates, reviews, approves, corrects and closes the work.
• Required informationIdentify the data and documents needed at each decision point.
• States and decisionsDescribe the meaningful statuses, allowed actions and conditions for progression.
• Exceptions and reworkInclude rejection, missing information, reassignment and correction paths.
• Systems and handoffsIdentify the systems of record and the information exchanged at each boundary.
• Access and traceabilityAgree who can see or change each item and which decisions need a record.

Expected output

Bring a workflow map, an actor list, the key business rules and a short register of unresolved questions to the next discussion. Define the proposed first release and make any manual handoffs explicit. Validate this shared view with the process owner before using it as a delivery brief.