gtmjosh

Interactive guide

Carry the Work Across Teams and Tools

Cross-system work adds questions about identity, authority, and delivery that a single-screen view can hide. This guide makes those questions explicit.

A connected system may use different definitions, so a rule that crosses the boundary needs an explicit enforcement point. When people or processes can change either side independently, values can drift; a workflow should make those differences visible before it proposes a repair. A change can also affect remote state that is not obvious from the current screen. You will build a Cross-System Workflow Map and Operating Plan. The lab saves your progress in this browser.

Keep the handoff intact with Samir.

Trace a request across teams and systems. Investigate retries, disagreements, and missing acknowledgments while preserving the operation’s identity and its next owner.

Samir’s operations studio. A workflow monitor, connected task cards, a desk clock, and an equipment shelf.
Samir, workflow operator, welcome pose
Samir · Workflow operator

Start with a broken answer

Map the Teams and Systems

Chapter 1 of 8 · 14 min

Start guide →

The learning path

The order here is not a preference. You cannot write a handoff contract until you know which system owns the fact being handed over, and you cannot repair a disagreement until you can see one. Every chapter assumes the one before it is already done.

The map and the machinery

  1. 01Map the Teams and SystemsName every system and team, give each an owner, and say which system is right when they disagree.~14 min · exercise
  2. 02Define What Each Handoff CarriesWrite the six things every boundary crossing carries, and derive routing rather than maintaining it.~16 min · exercise
  3. 03Read Job State, Freshness, and Last SuccessSeparate the current run from the age of its output, and keep the last successful result inspectable.~14 min · exercise
  4. 04Choose a Retry or Repair PathMatch retries, repair and escalation to the failure cause and the named owner.~16 min · exercise

Staying correct, and closing the loop

  1. 05Reconcile Systems That DisagreeDesign a repair loop you can preview before it runs and measure after.~18 min · exercise
  2. 06Notify and Escalate to the Right OwnerGive each alert a named owner and next action; monitor the signals that reveal whether the escalation path works.~14 min · exercise
  3. 07Confirm the Business OutcomeClose the loop back to the workflow specification, and learn the build order.~16 min · exercise
  4. 08Capstone: Follow One Record End to EndTrace one record across every boundary as the person on call, validate the plan, and approve version 1.0.~20 min · exercise