Trace the current path
Start with the customer action, the information it creates and every handoff that follows.
Website, CRM and Business System Integrations
Connect websites, calendars, email, CRM, databases and third-party tools around the actual business process.
Fix the actual failure
Change the page, routing, workflow or integration that evidence points to instead of adding unnecessary software.
Test edge cases
Verify mobile behavior, missing fields, duplicates, failed notifications, retries and human escalation.
Make it measurable
Track meaningful customer and operational actions so the business can see where the journey succeeds or stalls.