Explain it, show it or share the existing material.
- A written step-by-step process or rough notes
- Forms, templates, spreadsheets or example documents
- Screen captures showing how the work moves between systems
- The time involved, how often it happens and where delays occur
- The decisions that must remain with a person
Keep sensitive access details out. Do not send passwords, API keys or unnecessary personal data. During paid discovery, Nettorra agrees an appropriate way to receive and retain supporting material.
