Workflow, Communication & Custom Code Catalogue
A Detailed Implementation Blueprint – Created Just for Your Business
As part of your Process Discovery Workshop, you’ll receive a detailed Workflow, Email/SMS Template, and Custom Code Catalogue.
This isn’t an off-the-shelf list — it’s a tailored deliverable created for your business during our discovery process, capturing the exact automations, communications, and custom build items you’ll need to bring your future-state vision to life.
Depending on the size and complexity of your operations, this document might contain dozens or even hundreds of items, each documented with enough detail to move directly into development.
What’s Inside
1) Workflow Master List
A prioritised inventory of the processes and automations that will transform your business.
For each workflow, we document:
- Name & Description – What the workflow does and why it matters
- Current State & Gaps – How things work now and the issues to solve
- Recommendation – The proposed solution
- Type – Automation, Integration, Process Change, or Custom Code
- Priority & Impact – How critical it is and the expected benefit
- Dependencies – Other processes or systems it relies on
- Related Templates – Communication assets linked to the workflow
- Custom Code Requirement – Whether special scripting or integrations are needed
2) Email & SMS Templates
A library of message drafts ready to be branded and deployed, aligned to each workflow stage.
For each template, we capture:
- Trigger – When the message is sent (e.g., quote accepted, job booked, payment overdue)
- Purpose – The business goal of the communication
- Channel – Email or SMS
- Merge Fields – The dynamic data points to personalise the message
- Notes & Dependencies – Related workflows or conditions
3) Custom Code Build List
Where standard automation isn’t enough, we specify exactly what needs to be developed.
For each code item, we document:
- Name & Purpose – What the script will do and why it’s needed
- Trigger/Event – When it runs in the process
- Inputs & Outputs – Data the script will use and what it will produce
- Related Workflows – How it fits into the bigger automation picture
- Dependencies – Other systems, APIs, or sequences it relies on
Why This Matters
This document ensures that nothing is missed between process design and development. Your developers (whether it’s me or your in-house team) can pick up each item and know exactly what needs to be built, in what order, and how it connects to the wider system.
It bridges the gap between strategy and execution — cutting down rework, avoiding missed requirements, and accelerating delivery.
How You Get It
The Workflow, Communication & Custom Code Catalogue is included in all Process Discovery Workshops. It’s built live during the session and refined afterwards to ensure accuracy and completeness.
Alongside your Recommendations Document, Efficiency Matrix, and Roadmap, it forms a core part of your Implementation Blueprint.
Book a Process Discovery Workshop to get yours.
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