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. Choose the next task from the review rather than repeating the calendar.
Document what existing apps fail to provide and which custom steps are essential. Build around the user task rather than novelty. Choose the next task from the review rather than repeating the calendar.
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. Use only the customer information needed for the agreed work.
Document APIs, authentication, failure handling, and data ownership. Test slow responses and unavailable external systems, not just the successful path. Confirm the output, owner, and review date for each task.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities