Example scope: a purchase approval application

An illustrative first release follows one request from submission to a recorded decision. Define the workflow with its users before expanding it to other departments.

Submit and review

A requester enters the purchase details and an approver checks them. Agree required fields, approval limits and who can see each request or return it for correction.

Handle exceptions

Decide what happens when an approver is unavailable, a request exceeds a limit or the same purchase is submitted twice. Keep a history of decisions and changes.

Accept the first release

Test submission, correction, rejection and approval with each role. Agree the reports and notifications included; treat supplier portals and accounting connections as separate scope unless explicitly included.

Use these planning briefs to review the users, business rules and integrations your project may need.