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. Use the findings to update the brief for the next stage.
Define what happens to entered data when a request fails or a session expires. Users should not lose work without clear feedback. Verify the next step while there is still time to correct a problem.
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. Limit account access to the people who need it.
Document APIs, authentication, failure handling, and data ownership. Test slow responses and unavailable external systems, not just the successful path. Set out the work, approval steps, and handover requirements in writing.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities