How Flow is organized
The application mental model: shared data, the main business flow and parallel product, licensing, warehouse and cost flows.
What this process solves
The team understands where each process starts, which data follows it and what it hands to the next process.
When to use it
- When evaluating Flow for the first time.
- When onboarding a new team or assigning responsibilities.
- When choosing the first module to implement.
How the process works
- 01
Establish shared context
Companies, contacts, brands, products, currencies and commercial rules are reused throughout the system.
- 02
Follow the main flow
Strategic growth and marketing create leads; a lead becomes a project that moves through specification, comparison, quote and delivery.
- 03
Add parallel flows
Catalog, licensing, warehouse and costs support several stages instead of living as isolated modules.
Process outcome
- One business context instead of disconnected spreadsheets.
- Clear accountability and next action at each stage.
- No repeated data entry during handoffs.