Free resource · template
Write down how it is done today, before anyone quotes you
The template riel uses to document a process before building: steps, who, with what, odd cases and rules. One hour with the person who does it, and a proposal without assumptions comes out.
- Step table with where the data ends up and what fails
- An odd-cases section, where systems break
- Fixed rules and rules that depend on someone, separated
- A filled example of a credit sale on route
It is the same template used in the review session; the Distribuidora del Golfo ERP (19 modules, 6 phases) came out of processes documented this way.
FAQ
About this resource
Which format?
Google Docs (make a copy), Word and PDF to print and fill by hand.
How long does it take?
About an hour per process, with the person who does it.
Rather see it with your real process?
Twenty minutes, free, with the person who builds. We tell you what to automate first and what not to.