What happens today?
Describe the process from trigger to completion, including the manual steps people have learned to work around.
Show us the process
Describe the work in plain language before worrying about the technology.
The most useful first conversation is about what happens today: who starts the process, who touches it, what information moves, where it slows down and what a better outcome would look like.
Useful context
A strong first brief can be short
Who is involved?
Include the people or roles using, approving, reviewing or depending on the process.
What tools and data are involved?
Mention Excel, SharePoint, email, paper forms, existing apps or any other important systems.
What would better look like?
Faster is not the only goal: clearer ownership, fewer errors, mobile use or easier maintenance may matter more.
Process brief builder