Working software
A scoped workflow tested against agreed examples and exception cases.
HOW WE WORK
From a business problem to a system that works.
Walk through the problem, agree the approach and estimate, then review working software throughout delivery. The same process carries through to training, handover and support.
HOW WE WORK
Understand. Build. Put it to work.
Eight connected stages, scaled to the project. Here is how they apply to a practical example: an application arriving with a missing bank statement.
- 01
Discover / Walk through the business
Review the application process with operations, including the systems involved and where staff chase missing information.
You receive: a problem statement, constraints and a proposed first scope.
- 02
Map / Make the handoffs visible
Trace the application, document checks, follow-up and review queue. Name who owns a file while it is incomplete.
You review: a workflow map, record owners and exception paths.
- 03
Design / Agree the approach and estimate
Compare configuration, integration and custom development. Define what the first release should do and how you will accept it.
You approve: scope, assumptions, estimate and acceptance checks before the build.
- 04
Build / Review working software
Build the intake view and missing-document workflow in small increments. Staff review the screens and the wording as they take shape.
You review: working increments against the agreed process.
- 05
Integrate / Connect the records
Link the application, document store and CRM. Decide how failed updates are retried and how staff see a problem.
You receive: documented connections, access rules and failure handling.
- 06
Test / Try the cases that go wrong
Test duplicates, unreadable files, missing statements and restricted users. If AI extracts fields, compare them with reviewed examples.
You review: test results, open issues and the decision to launch.
- 07
Launch / Prepare the people using it
Train staff, rehearse the changeover and confirm the rollback plan. Assign an owner for the first live applications.
You receive: the release, training and operating notes.
- 08
Improve / Use feedback to choose what comes next
Review incomplete-file rates, rework and staff feedback. Decide which adjustment is worth making next.
You agree: support responsibilities and a prioritised improvement list.
EXAMPLE / APPLICATION INTAKE
One application. A missing statement. A clear next step.
A practical example of the work we map before choosing the technology.
APPLICATION INTAKE Example workflow
- 01Application receivedReceived
Application form and two bank statements arrive.
- 02One document missingReview
The agreed checklist calls for three statements.
- 03Follow-up preparedHuman approval
Your team checks and approves the draft request.
- 04Record and owner updatedAssigned
The next action is visible in the CRM.
Your team keeps the lending decision. Requirements and approvals are agreed for your business.
THE GROWBIZ APPROACH
One business goal. Connected layers.
Each technical decision should trace back to how the work needs to happen, from the business goal to the people operating the finished system.
- 01Direction
Business goal
What needs to change, and how will you know?
- 02Design
Process & people
Inputs, decisions, owners and the experience for the people doing the work.
- 03Delivery
Business applications
CRM, portals or custom software where the work takes place.
- 04Foundation
Data & integrations
Reliable records and defined connections between systems.
- 05Capability
AI & automation
Specific tasks, review points and visible exceptions.
- 06Ownership
Operation & improvement
Training, monitoring, support and feedback from real use.
04 / GROWBIZ SOLUTIONS
Agree success before the build.
Name the records involved, permitted actions, exception owner and acceptance checks. For AI tasks, compare outputs with a reviewed set of examples. Measure errors and review effort as well as speed.
05 / GROWBIZ SOLUTIONS
Leave with something your team can use.
A documented handover
Operating notes, access responsibilities and the steps for handling problems.
A next-step decision
Decide whether to improve, expand or stop based on the evidence from use.
AI IN THE PROCESS
Give AI useful work. Keep the result accountable.
Choose the role that fits the task, then agree how its output will be checked.
Assist
Put the right information in front of the person.
Retrieve an answer from approved material or prepare a summary for a member of staff to review.
Example: summarise application notes with links back to the source records.
Automate
Reduce the repeated handling of information.
Use AI for interpretation and explicit workflow rules for what happens next.
Example: extract document fields, validate required values and flag anything unclear.
Connect
Bring the result into the working process.
Make the output useful inside the CRM or application where the team works.
Example: attach a reviewed summary to the right application without creating a duplicate.
Act with boundaries
Make permitted actions and stop points explicit.
Allow only defined actions, with approval where needed and a record of the change.
Example: prepare a missing-document request for staff approval. Funding decisions remain with the funder.
Measure
Check whether it helped.
Compare results with a reviewed sample and the existing process.
Measure errors, review effort and exception handling alongside processing time.