Workflow experience
Bringing correspondence records into a digital workflow
An anonymous project note about receiving, routing and finding records.
Client name withheld to respect confidentiality.
The context
The work involved correspondence and document records. The software work focused on how records are organised and moved through the people responsible for handling them.
The work
- Worked on digital records for correspondence and documents.
- Considered how records are received, assigned and followed up.
- Organised information needed to find and review a record later.
Questions for your own project
- Agree the reference information needed to identify a record.
- Define ownership of a record at each stage.
- Review search, access and retention needs before agreeing the setup.
Nanobotz project account · Updated 2026-09-06
Bring us the process you want to improve
Tell us where the work gets difficult and what your team needs to do. We will help you explore a practical next step.
Prahas Vichakshana · CEO