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A business process is a chain of events, activities and decisions. |
Before creating your process, it needs to be determined whether this process can be transferred into the electronic world. Not all processes are meant be created in the electronic world and used in an efficient way. If this is your first time creating an app within PerfectApps, it might be best to pick a simple app in order to learn the PerfectApps application.
Define your process:
Is this a process that's already been created as a paper process, or is this a process that's being created electronically for the first time?
Paper Process:
Who is filling out this process?
How many people are involved, and what is each person filling out?
Are there any physical attributes involved in the process?
e.g. in an invoice approval process, the physical invoice arriving would be an attribute that would trigger a new instance of the process.
What works well in the process currently?
i.e. what do users like about the current process?
What does not work well within this process?
i.e. what do new users not like about this?
What do the fields look like on this process?
e.g. fields that require phone numbers, emails, certain formatting.
What fields are necessary to have before this app can be completed?
Are fields in this app calculated?
Do fields trigger other information to become necessary?
What is your Primary information within this process?
i.e. what is the most important outcome?
What is the secondary information?
i.e. what information is nice to have, but not necessarily a required field?
What is the tertiary information?
i.e. what information is not necessary at all?
When and where is this app completed?
e.g. are users out in the field completing this?
Are users outside of your organization filling out this process?
Is this process internal?
How is this process being filled out?
Are users going to be using this process exclusively using mobile devices?
Is this process going to only be filled out by people using desktop computers?
Is there anything missing from this process that needs to be added?
Is there anything that can be removed?
Is there anything that is done only because it is a paper process?
Can this be changed or removed as it moves to the electronic world?
First Time Process:
How comfortable are you with developing apps with PerfectApps? Some may find it more difficult to create an app in PerfectApps that was not a paper process; it might be easier to create some apps that are based off processes already in use.
Do you have the process documented? Do you know what is needed in the app?
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It is highly recommended that the process be documented before beginning your app. |
You should look for things like:
Why is this process being completed?
Who is involved in this process?
What information is necessary to capture?
How should this information be organized?
How is this being process being completed?
Are you the person who created the process documentation?
If you created this documentation, it might be a very good idea to talk with the users of the app to make sure that they agree with what has been documented.
What is the purpose for creating this process?
Identify who will be the Process Owner of this process.
This person will need to:
Identify the workflow for the process.
Identify all possible stages.
Determine the process users for each stage.
Determine the roles each process user plays at each stage.
Identify the sources for the information.
Will users enter the information?
Will connections to a Database/CSV be used?
Who is going to build this process?
This person may also be the Process Owner
Do they have the ability to create this app within PerfectApps?
Can they process business requirements and convert them into a PerfectApps app?
Who are the process users?
Next: Creating Your First App
Return to: App Design - Getting Started, QuickStart Tutorials
