Start with operating tasks
List what staff create, approve, schedule, reconcile, export and correct each week. These tasks should shape navigation and permissions.
Separate roles and authority
Editors, finance users, reviewers and administrators should not share unnecessary access. Sensitive actions need stronger checks and an audit trail.
Design for exceptions
Duplicate records, failed payments, missing files, expired services and manual overrides will happen. The interface should reveal and resolve them without database access.
Make handover possible
Clear labels, help content, exports, backups and documented recovery reduce dependence on the original developer and protect long-term ownership.
