Corporate Gifts: digital workflow guide

Start digitalizing Corporate Gifts by making clear which record passes from whom to whom. Group brief, budget, sample approval, personalization, vendor, and distribution by project code.

Workflow boundaries

Record fields and ownership

For Corporate Gifts, link brief/budget, sample/approval, and personalization records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Group brief, budget, sample approval, personalization, vendor, and distribution by project code. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.