Implementation steps
A small, steady rollout beats a large, risky launch. This outline keeps change manageable for small teams.
Step 1: Pick one workflow
A small, steady rollout beats a large, risky launch. This outline keeps change manageable for small teams.
Choose the most painful workflow and map its steps end to end.
Step 2: Define roles and owners
Decide who can create, approve, and complete each step.
Step 3: Capture the minimum data
Collect only what is needed to run the workflow and invoice or report on it.
Step 4: Run a pilot
Start with a small team and measure adoption, errors, and cycle time.
Step 5: Expand and integrate
Add related workflows and connect data back to finance or reporting systems.
How Fleksi.io fits
Fleksi.io is designed for incremental rollout with role-based views and workflow-driven data capture.