Discovery prep · finance + supply chain

Arrive with the shape of one exception.

Use these four prompts to prepare for a SynapseFlow discovery conversation. A few plain-language notes are enough.

Request an exception review

A short checklist

Four prompts, one useful conversation.

Choose one recurring finance or supply-chain exception and sketch its path.

  1. The exception path

    What starts the exception, who sees it next, where does it pause, and how is it resolved?

  2. Current systems

    Which systems or tools are part of the process, and where does information pass between them?

  3. Manual handling

    Which steps rely on hand-checking, re-keying, email follow-up, spreadsheets, or workarounds?

  4. Human approval

    Who reviews or approves the next step? Where should a person decide, stop, or override?