An Inherently Cross-Functional Topic.
Order, delivery, CRM, management, payment, accounting: an invoice often passes through multiple systems. Preparing means facilitating dialogue among the users of these systems well before configuring a platform.
A Very Concrete Deliverable
A flowchart detailing responsibilities, formats, and special cases provides an effective discussion foundation. It can then be used to define exports, APIs, or necessary automations.
To Learn More. Official Reform Documentation