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Application design & deployment

Application Project Brief: Define the Workflow Before the Features

Turn a business problem into a useful application brief with users, data, decisions, and acceptance criteria.

Your Expert Tech
Three people discussing plans beside a whiteboard in an office

A useful application brief explains the work that needs to happen. It gives the designer and developer enough context to question assumptions, identify dependencies, and define a sensible first release. You do not need a technical specification to start; you do need a clear account of the problem and the people affected.

Describe the current workflow

Start with the event that begins the work and the result that ends it. Write down who receives information, who changes it, and where the process waits. Include the tools already used and the handoffs that create extra work.

For example, a maintenance request might arrive by email, be copied into a spreadsheet, assigned by a coordinator, and closed after a site visit. That sequence is more useful than asking for “a dashboard.” Treat this as an illustrative workflow, then replace it with your own observations.

People reviewing printed documents together
Map the work and the people involved before selecting features.

Identify people and information

List the user roles and the information each needs to complete its task. Separate the person using the application from the person approving the project. Identify who owns existing records and who can answer questions about their meaning.

Brief item Question to answer
Users Who submits, reviews, approves, and administers?
Information What is collected and where does it come from?
Existing systems What must connect or remain in use?
Ownership Who approves scope and provides decisions?

Use sample or redacted records in early discussions. Record sensitive-data requirements without including real credentials or private customer records in the brief.

Person reading documents beside an open laptop
Use a shared record to keep decisions and requirements visible.

Write observable acceptance criteria

An acceptance criterion describes what a user can do and how the team will know it works. “The system is easy to use” is difficult to check. “A coordinator can assign a request and the assigned person can see it in their queue” is more specific.

Include unsuccessful paths: missing information, a rejected request, a duplicate submission, or a user without permission. Note which decisions are still open rather than allowing the designer to silently guess the business rule.

Two people reviewing a briefing document at a table
Review the proposed approach with the people who will use and support it.

Set boundaries for the first discussion

Separate the required outcome from preferred features and future ideas. Record constraints such as existing accounts, staff availability, and a business deadline, explaining why each matters. Ask the delivery team to identify assumptions that need investigation before estimating the work.

Finish the brief with a decision: what should the initial conversation establish? It might confirm whether an application is suitable, identify a small prototype, or define discovery work. Continue with the first-release scope guide once the core workflow is understood.

Discuss your workflow with Your Expert Tech’s application design and deployment service. Bring the task, users, existing tools, and the outcome you want to improve.

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