Overview
This system turns “how we do things here” into clear, clickable diagrams that also drive the software. Teams can see every step, change it when needed, and trust that the system will follow the updated flow.
Context and constraints
The organization needed to support many different processes across teams, such as reviews, approvals, and follow-ups. These processes changed over time as rules and policies evolved. We had to make sure that the tool remained simple enough for daily use, while strong enough to keep things under control as the number of workflows grew.
How we approached it
We worked with operations teams to map their real-world steps into visual flows that made sense to them. Then we built a “flow builder” where they can design, update, and publish these workflows themselves. Behind the scenes, the system makes sure that every state, rule, and handoff is clear, so the software and the visual diagram always stay in sync.
What we built
- A web-based interface where teams can create, edit, and version their workflows without writing code.
- A visual designer that shows steps and connections like a flowchart, making even complex processes easy to follow.
- Configurable steps, rules, and actions that match real approvals and routing decisions.
- Smart routing so work is automatically sent to the right person or team based on clear rules.
- Support for different types of items and contexts, while keeping one consistent way of working.
Key capabilities
- Everyone can see, at a glance, how work is supposed to move from start to finish.
- Business teams can fine-tune rules and paths without waiting for development cycles.
- Workflows can be exported or shared as diagrams for training and approvals.
- The system keeps track of each step, so audits and reviews are easier.
Implementation notes
- We made the interactions feel natural — you can drag, click, and zoom without needing a manual.
- We kept the underlying rules strict enough that even complex flows stay reliable over time.
- We optimized for change: when policies shift, the workflows can be updated quickly without large rebuilds.
Outcome notes
- Teams now work from a shared, agreed set of steps instead of separate, informal versions.
- Less time is spent coordinating by email or chat because routing and approvals are built into the system.
- Leaders get a clearer view of where items are stuck and where the process can be improved.
Key outcomes
Technologies