Know what completed. Recover what did not.
A won deal can become a project, a review and an invoice. The workflow design follows each step, including what to do when a system does not confirm the result.
Cross-system orchestration is in development. The workflow examples are illustrative; connector actions and recovery paths require end-to-end validation before use.
Every step has a state, an owner and a result.
A won opportunity starts billing preparation. Follow the intended review step, then an uncertain accounting response. The recovery example checks what happened at the source before deciding whether another attempt is safe.
Illustrative workflow. Waiting for approval and checking an uncertain result are explicit workflow states.
Opportunity to billing
Workflow version 3 · illustrative run
- Opportunity wonComplete
CRM-XT event received
- Resolve customerComplete
ORQ-CUST-1042 matched
- Prepare billingComplete
Draft calculation confirmed
- 4Review invoiceAwaiting review
Finance lead approval required
Each step retains its business context, operation reference and result.
Design the process and its exceptions together.
The proposed sequence, from the starting event to the confirmed result.
Define the trigger
Use a business event or schedule with clear conditions, an owner and a versioned process.
Explore the capability.
ORQESTRA Flow and Connect are planned to coordinate work across specialist applications. Each run needs a traceable path through normal processing, approval and interrupted or uncertain outcomes.
Define what starts the process
Specify the business event or schedule, entry conditions and accountable owner. Record the workflow version so later edits do not silently alter work already in progress.
For example, define whether a won opportunity starts draft preparation immediately or waits for delivery acceptance.
Connected information.
Clear responsibility.
The target design links information across these systems. Each retains responsibility for its own transactions or content.
Define the first
working scope.
Scope one process before committing to a rollout. Agree these requirements and verify the workflow with the people who will use it.
Our implementation approach- Map the happy path and failure paths together.
- Define event conditions and exact source actions.
- Set approval roles and recovery ownership.
- Test interrupted runs, duplicate prevention and reconciliation.
Before you connect the work.
What should happen if a workflow stops halfway?
The intended recovery process uses recorded progress and source evidence to establish what completed. It must account for external effects before resuming; this needs validation for the workflow in scope.
Will every action need human approval?
The required review depends on the action and agreed policy. The design allows authorised routine steps while routing material changes for approval; actual policies must be configured and tested.
Can a timeout be retried automatically?
Only where the operation can be repeated safely. For an uncertain external effect, such as creating an invoice, the source result must be checked before another attempt.
What should happen when a handover stops halfway?
Describe the process, systems and decision-makers involved. Use the enquiry to identify scope, dependencies and what must be demonstrated before use.