1. Discovery
We map one current workflow: who sends requests, where they send them, who approves, what evidence matters, and where the final record needs to land.
The first pilot should be narrow enough to ship quickly and useful enough to prove whether WhatsApp-based operations can become traceable.
2. Pilot setup
We configure the channel, workflow states, owners, approval path, and audit fields. The goal is a usable first loop, not a giant transformation project.
3. Workflow validation
Your team runs real sample requests through the flow. We check capture quality, routing, approval behavior, and whether managers can find the record later.
4. Rollout decision
After one week, decide whether to keep, adjust, or expand. Good next steps are usually another workflow, another department, or an integration.