Interior Design Client Process Documentation

Every step of your relationship with the customer is described and recorded in client process documentation, which is an outgrowth of fundamental business process management systems. There are several ways to look at the procedure. A flowchart, which lets you see everything from the perspective of the boss to that of the employees and their individual workflows, is the most popular sort of visual representation.

The success of practice may depend on how thoroughly the process is documented. A good client process document should be able to accomplish its main objectives with ease, such as streamlining the client onboarding process, ensuring smooth information transfer from one employee to another, providing the necessary information and data to the parties involved, such as contractors and vendors, and then keeping track of client handovers and post-handover relations.

The client process documentation involves three parties:

• The Internal team (aka project team)

• The External team (aka contractors and material vendors)
• The Client

1. The Internal Team

The project team is primarily responsible for starting and maintaining the process documentation. The main team should make sure that every task is regularly recorded and that no process is ignored as the project is being carried out.

2. The External Team

The external team consists of the individuals required to carry out the project with diligence. They can provide you with timely updates, such as schedules for material deliveries, etc., so that the primary team can make the necessary plans, even though it is not their responsibility to update the process documentation.

3. The Client

Since your entire documentation and business revenue are based on the client, they are the most important component of the design development system. You can draft a good design in accordance with the client’s requirements with the aid of thorough documentation. Furthermore, if the client recommends you to their contacts, impressing the client with your systemic approach can impress and result in more sales.

Publishing on Dzylo Client App

When the document is complete, you must make it accessible for the client and other members of your team to review. For the client to access and view the document, you can use our Client App.

To prevent misunderstandings, you can also make updates to the project floor plans, elevations, renderings, and space planning ideas by referencing the design style that has been mutually agreed upon. Additionally, if necessary, you can ask them to freely offer feedback as the process is being carried out. This helps to maintain transparency and elevate the client experience.