Portfolio / WF-001 / Step 1 of 6

1040 intake to ready for preparation

Azure POC
Synthetic demonstrationWorkflow names, offices, people, metrics, and evidence are fictional.
Workflow overview

Step 1 of 6

Define the workflow

Set the process boundary and the perspectives required for evidence coverage.

DraftUpdated Sep 25, 2026, 5:19 PM UTC

Intent

Purpose and outcome

Boundary

Start, end, and scenarios

Coverage plan

Perspectives and systems

Office AOffice BOffice C
CoordinatorAssociatePreparerManager
Document portalTax workflow system
Annual individual-return clients
Tax transformation leadProcess owner

Sprint

Objective and target