A payer is looking to optimize the workflow for its call center, which focuses primarily...

Step 1: Requirement

Define workflow for call center users focused on prior authorization status checks.

Step 2: Best Practice for Workflow Discovery

Discovery should be user-centered, involving direct engagement with actual users (personas).

Observing and documenting their daily processes identifies real pain points and optimization opportunities.

Extract:

“Best practice for workflow discovery is to interview and observe key personas, document their processes, and map opportunities for automation and optimization.”

Salesforce Architect – Business Process Discovery

Other options (industry research, previous projects, or proof of concept) do not provide the necessary user insight for workflow design.