Gather the following enterprise information to use when designing your workflow processes:

❑If you have an organizational chart, review your organizational chart to see how your enterprise is organized.

❑If your enterprise is multinational, list the languages that are required for your workflow processes.

❑Collect the business process flows that document the business units of your organization. If there are different process flows for the same organizations at various locations, gather those process flows. Compare the business practices at locations to find out if the differences are significant.

❑Review the regulatory requirements for your industry and how they affect your business processes.

❑Review the policies that define who is responsible for creating budgets.

❑Review the policies that define financial approval limits and list the individuals who have the authority to approve spending.

❑Research the types of records at your enterprise that require approval.

❑Review the policies that define the levels of approval that are required for each type of record.