Bring the problem, not a technology shopping list
A useful first conversation starts with what happens today, where it breaks and the result you need. You do not need a finished specification or a preferred framework.
A filled example: one approval workflow
Fictional business, not a client case. A distributor handles purchase requests by email. The first release lets a requester enter an amount and category, an approver accept or return it with a reason, and finance export approved records. Payment execution, accounting write-back and historical migration are outside this sample scope.
- Prepare: five synthetic requests, approval rules, roles, existing systems and a named decision maker.
- Accept: an unauthorized user cannot approve, returned requests can be corrected and the export totals match approved records.
- Decide: use a small workflow prototype if the approval rules are unsettled. Assess Zen when the dashboard foundation fits. Quote integration separately after checking the accounting interface.
Share a redacted screenshot or synthetic record initially. Passwords, private customer records and production access belong in a separately agreed secure sharing process.
下載工作表 — project brief (CSV)