CCR-004 Project Switchboard — Workflow Routing Prototype Lab
CCR // PROJECT SWITCHBOARD
INCOMING REQUEST CONSOLE
SIMULATED WORKFLOWREQUESTS — 2 PENDING
REQUEST DETAIL
TYPE
NEW CUSTOMER
SUMMARY
Inquiry about services and pricing for a new account.
RECEIVED
4:12 PM
PRIORITY
NORMAL
ROUTE TO
SALES TEAM
New customer inquiries, pricing, proposals, and account setup.
Simulated actions only. No messages, emails, or notifications are sent.
WHAT THIS PROTOTYPE IS TESTING
DOES THE ROUTING LOGIC MAKE SENSE?
Whether the category-to-role mapping reflects how the business actually operates.
IS THE INTERFACE UNDERSTANDABLE?
Whether someone could use this without a manual — and whether the right information is visible at a glance.
WHAT IS MISSING?
What fields, filters, or actions would be needed before this could replace an existing process.
WHAT IS THE EXIT?
Promote to a real implementation, refine the routing logic, or archive the concept if the workflow does not justify the change.