A Audit line·Workflow inventory Demo environment: Northwind is a fictional company. All people and figures are fictional.

Sixty-four workflows, patched by hand. Nobody knows which ones fight each other.

Inventory: every workflow, as found

Before the rebuild

Read-only export of all workflows in the portal, with what triggers each one, which properties it writes, enrollments, last edit and owner. Each diagnosis is computed from those fields and cites the evidence. Select a row for detail.

Who writes what

Before the rebuild

Seven properties that sales and marketing reports depend on, against every workflow that writes them. A property with two or more active writers is a collision: whichever workflow runs last wins, so the value depends on timing, not on a rule anyone wrote down.

Active writer on a collided propertyActive writerDead workflow (no enrollments in 90 days)

The rules, written down

After the rebuild

These go in the hand-off document, in plain language, for the people who own the reports. Changing one is a decision for the owner, logged like any other change.

  1. One writer per property.

    Every property a workflow touches has exactly one workflow allowed to write it. If another workflow needs that value to change, it sets a request field (for example reroute_requested_date) and the owning workflow does the write. Collisions are impossible by construction, not by care.

  2. Naming convention.
    GROUP-NN · Verb + object + qualifier

    Group codes: IN intake, DE dedupe and enrichment, RT routing, LC lifecycle, HO hand-offs, HY hygiene, AL alerts. No “v2”, “new”, “copy” or “test” in production names; tests live in the sandbox.

  3. One named owner, who works here.

    Every workflow lists a current owner. When someone leaves, their workflows are reassigned in the same week as their records, and the change goes in the log.

  4. Trigger and exit criteria are documented.

    Each workflow states what enrolls a record and what has to be true for it to leave. Re-enrollment is off unless the reason is written next to it.

  5. No workflow triggers on a property it writes.

    Directly or through another workflow. This is checked against the writer map before any switch-over.

Rebuilt: 18 workflows in seven groups

After the rebuild

Each entry lists its owner, trigger, exit criteria, the only properties it may write, and which of the original 64 it replaces. Select an original ID to see what it was.

Who writes what, after

After the rebuild

The same seven properties. One writer each. Deal stage is set once, when the hand-off creates the deal; after that only reps move deals.

Reconciliation: where all 64 went

After the rebuild

Nothing is silently dropped. Every original workflow has exactly one disposition, and the counts have to add back to the inventory before the switch-over is signed off.

How we rebuild without breaking anything

How it's done

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