Make ownership visible
Every enquiry has a status, an owner and a next action. A shared list helps the team see what needs attention without another message thread.
FLOW / ONE
A fictional enquiry workspace that connects customer details, ownership and the next action in one shared view.
THE DIRECTION
LESS CHASING. MORE FORWARD MOTION.
Original illustrative work by Sigma X. This is a fictional brief, not a commissioned client project or a report of measured results.
01 / THE BRIEFA CLEAR
A CLEAR
STARTING POINT.
Replace a scattered enquiry hand-off with a workflow a team can understand, review and follow.
Keep judgment with people
Automation prepares the hand-off and sends agreed notifications. A person reviews requirements and makes decisions before a proposal is sent.
Plan for the exception
Show missing information, failed hand-offs and retries clearly. A useful workflow includes recovery, rather than assuming every integration succeeds.
03 / THE OUTPUTWHAT THE
WHAT THE
DIRECTION COVERS.
- Enquiry dashboard direction
- Ownership and status model
- Notification and hand-off map
- Exception and recovery checklist
04 / BEFORE A REAL LAUNCHQUESTIONS
QUESTIONS
WORTH TESTING.
- Can a teammate identify the next action?
- Are permissions appropriate for each role?
- Can a failed integration be retried without duplicate work?
YOUR AMBITION.
OUR NEXT BRIEF.
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