GlobalmetaInsights / Connected systems
Draw the flow before you choose a product.
On making clear how communication, files and team work connect to each other.
See the start and the end point
Where does a request come from, who takes it on, and when does it count as complete? The answers to these three questions should be shared before any tool is chosen.
Make handovers explicit
Sharing a file, talking to a customer and an internal task can be different touchpoints of the same job. Define how information moves from one tool to the next, and who is responsible.
Design the way back to a person for AI
Where automation cannot solve something or is unsure, do not leave the user in uncertainty. Treat the handover to a human team, its timing and its context, as part of the flow.
Start with a small scenario
Pick one recurring task and try it in real use. Once missing information and difficult steps are visible, deciding on the next connection becomes easier.