01Map the Gallery's Working RecordsIdentify where artwork, collector, consignment and sales records currently live. Define authoritative sources, artwork identifiers, access permissions and the exceptions that require registrar, director or finance review.
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02Configure Triggers and Approval RulesChoose a bounded workflow, such as enquiry routing or consignment expiry monitoring. Specify required fields, status changes, reminder intervals and the actions that must remain blocked until a responsible person approves them.
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03Test Real Gallery ExceptionsTest duplicate artist names, multiple editions, conflicting availability, expired permissions and unmatched payments using approved sample records. Check that uncertainty produces a review task rather than an invented answer or an unauthorised update.
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04Einführung mit klarer ZuständigkeitIntroduce the workflow with an exception queue, action history and an agreed monitoring owner. Review response times, overdue tasks and correction rates before expanding into additional gallery processes.