Make the request complete
Agree the information needed to assess a request, its owner and the route for missing information.
Institutions & organizations
Give requests, approvals and records a clear home.
For organizations reviewing internal requests, purchasing, assets and service workflows. Begin with the people who own the records and decisions.
Discuss your projectDesign around the operating decisions
Define authority
Document roles, approval thresholds, delegated authority and what happens when an approver is unavailable.
Keep records usable
Set an agreed structure for documents and assets, access boundaries and the information needed for operational reporting.
Validate the data before automating
Identify the authoritative source for each important record and resolve conflicting definitions. Separate the historical data needed for daily operations from archives that can remain outside the first release. Agree who cleans, approves and maintains the information.
Map any website, finance, payment or specialist-system connections explicitly. The interface needs an owner, a way to handle failed transfers and a clear source of truth when two systems disagree. A named application does not prove that a ready-made integration fits the workflow.
Test the real exceptions
- A request reaches the correct owner and exposes its current status.
- Access tests confirm that restricted records remain restricted.
- A completed request retains the approvals and evidence required by the organization.
Set the first-phase boundary
Choose one complete workflow that a business owner can accept. Document roles, required reports, dependencies, data preparation and the transition from the current process. Country-specific accounting or record requirements should be validated for the actual entity and selected software version.
What to bring
Bring one request form, its approval policy and a sample report. Specialized student, clinical or other regulated records require their own requirements and privacy review; the scope should reflect those specialist needs.
Questions before a project begins
Must we replace every existing system?
No. First map which systems already do their job well and where handoffs fail. A project may improve a workflow, integrate systems or replace a specific tool; the proposal should explain the choice.
Can the website be included?
A bilingual website, enquiry journey or portal can be discussed where relevant. Define the content, data exchange, access and ongoing editing responsibilities as part of the scope.
Relevant services
Sources & further reading
A useful next step
Bring one real workflow.
A sample document, the systems you use and the decision you need to make are enough to start a focused conversation.
Talk to Lava ↗