End-to-end workflows
This folder is an index for cross-application workflows: steps that involve more than one screen or more than one person (for example, applicant → staff approval → customer portal).
Why capture workflows here
- Onboarding new staff is faster when common paths are written down.
- Consistency improves when everyone follows the same named workflow.
- Auditors and partners often ask “how does X work end to end?” — a short narrative beats tribal knowledge.
Suggested workflows to document next
Add one Markdown file per workflow as you define them. Examples:
| Workflow | Involves (example) |
|---|---|
| Investment journey (onboarding to investment) | Onboarding → ERP → customer portal → investment (with diagrams) |
| New customer from application | Onboarding site → staff review → customer notified → portal access |
| Investment approval | Staff creates entry → approver reviews → customer visibility |
| Profile change | Customer request → staff review → records updated |
| Period-end finance | Entries → approvals → trial balance → audit |
Use plain language, name the roles responsible at each step, and note which application (onboarding, ERP, customer portal) is used.
Open questions
List any decisions that are still TBD at the top of each workflow file so readers know what is finalized and what is not.