Plan for interrupted use
Connections fail, sessions expire, and users leave tasks unfinished. Decide what happens to pending work and show clear recovery steps instead of assuming every action succeeds immediately. Turn the findings into a short list of actions and owners.
Define what happens to entered data when a request fails or a session expires. Users should not lose work without clear feedback. Confirm that forms, phone links, and replies reach the right person.
Data and permissions
Collect only data needed for the task, document access roles, and plan deletion and recovery. Security should be considered while designing the workflow. Keep private account details out of public briefs and examples.
Document APIs, authentication, failure handling, and data ownership. Test slow responses and unavailable external systems, not just the successful path. Agree which tasks are included and which need a separate quote.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities