Workflow blueprint
The document a workflow is designed from. Nothing gets built until every row here is agreed, because each blank is a decision someone would otherwise make silently during delivery.
Scope
- Workflow
- Inbound order status enquiry, web chat and email channels
- Volume
- Measured over four weeks before design, split by channel and hour
- Out of scope
- Refunds, order amendments, anything requiring a credit decision
Systems and permissions
- Reads
- Order management, warehouse despatch, carrier tracking
- Writes
- Case record only. No write access to the order itself
- Identity
- Dedicated service account, scoped to the reads above, rotated on your schedule
- Logging
- Every read and write, with the identity, source and timestamp
Decision points
- Automated
- Confirm despatch status, confirm expected delivery date, resend tracking
- Requires a person
- Anything outside the returns window, any goodwill gesture, any complaint
- Approval route
- Named service team queue, with the case history attached
Failure behavior
- Source unavailable
- Tell the customer what is known and when the next update is due. Escalate. Do not estimate
- Order not found
- Hand to a person with the reference the customer gave
- Tracking stale
- State the last confirmed scan and its time rather than inferring a location