Describe the person and the problem
Start with who will use the system and the job they need to finish. “A portal where clients approve a proof” is more useful than “a modern platform.” Include the current workaround and what frustrates people about it.
Write the main journey in plain language
Explain what starts the task, what the user sees, what they enter, and what a completed result looks like. Include who reviews or approves it. A short, concrete example can reveal more than a long feature list.
Separate the essentials from the later ideas
The first release should complete an important job end to end. Label features as necessary for that journey or useful later. This makes scope, timeline, and budget conversations easier without discarding your broader vision.
List the systems and access involved
Name the tools the product needs to connect to and the kinds of data it will use. Do not include passwords or customer data in an initial brief. Note who can authorize access and whether test accounts are available.
Define what done looks like
Describe how you will accept the work: supported devices, required user actions, approval rules, and the records that should be created. Add your target date and any hard constraints so the plan can account for them early.
Make it specific to your business.
Bring your workflow to Jinnx Automation and we’ll help identify a focused starting point.