Conducting a sequential work process analysis allows you to pinpoint the exact moment a transaction occurs so you know precisely when a record needs to be captured.
Documenting this sequence guarantees that your systems collect the right metadata at the point of origin rather than relying on users to tag it later.
- At what specific step in your procurement process is the final contract officially generated?
- How can you automate the capture of that document the second it is signed?
Action Item: Outline the step-by-step sequence of one routine business process and mark the exact point of record capture.