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Flow design software Product List

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133. Application form and approval flow design

Transforming application utilization from "email exchanges" to "controlled business flows." This includes designing for rejections, exceptions, and audits.

The operation of a B2B portal collapses when applications and approvals rely on "human memory." When application details are insufficient, there are more rejections; when approval criteria are vague, disputes arise; when history is not recorded, it cannot withstand audits; and when exceptions are handled by individuals. If this is left unaddressed, only the workload at the site increases while quality declines. In this service, we will organize the design of application form items and the approval flow (first/second, deadlines, rejections, exceptions) as business requirements, and design them in a way that can be incorporated into member sites, agency portals, and internal operations. We will clarify the flow and rules at a **"operationally feasible level."** ■ Provided Content (3 points) 1. Application form design (required items, branching, attachments, input assistance) 2. Approval flow design (state transitions, approvers, deadlines, rejections) 3. Operation and audit design (exceptions, permissions, logs, inventory) Deliverables: A complete set of application form and approval flow design documents. *First, please tell us "what you want to apply for (e.g., agency registration/discount/document viewing/quotation)." We will optimize for each type of application.*

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136. Estimation Request Workflow Design

"Please provide a quote" will be turned into a "project." We will design a flow that does not stagnate, from collecting necessary information → internal allocation → creating the quote → submission → follow-up.

Although we have received requests for estimates, the projects are not progressing. The reason for this is that the estimate requests are treated the same as inquiries, leading to internal actions being taken without the necessary information, resulting in delays and setbacks. In this service, we design the estimate request as a workflow, collecting the necessary conditions at the time of the request, and creating a series of processes for assignment, confirmation, estimate creation, approval, submission, and follow-up within the company. As a result, we reduce instances of "estimates not being provided/delayed/inconsistent" and increase the order rate. ■ Provided Content (3 Points) 1. Design of the estimate request form (reducing the return of missing information) 2. Design of the internal workflow (assignment, approval, deadlines, notifications) 3. Design of the follow-up process (ensuring competitive follow-up) Deliverable: Complete set of estimate request workflow design documents (items + state transitions + operations) *First, please let us know the "estimate target (web production/EC/maintenance/system)" and the "granularity of the estimate (rough/formal/split)." We will refine it into the optimal workflow.

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