<aside> 💡 Summary

This guide provides a comprehensive approach to creating impactful use cases for documenting business processes. It outlines a step-by-step template, including sections on title, summary, objective, actors, description, preconditions, basic flow, variations, post-conditions, exceptions, extensions, related use cases, and notes and comments. Each section includes instructions, examples, and questions to guide the documentation process. The guide emphasizes that creating effective use cases is an iterative process that enhances understanding, facilitates decision-making, and aids in process improvement.

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Introduction

Welcome to your comprehensive guide on creating impactful use cases for documenting business processes. This guide is designed to equip you with the knowledge and tools needed to effectively capture, analyze, and present your business processes.

Whether you're a seasoned professional or a beginner, our step-by-step approach will enable you to create clear, comprehensive use cases that enhance understanding and facilitate informed decision-making. Let's dive in and discover how to make the most of your use case documentation efforts.

Each section of the template is broken down with instructions, examples, and questions to guide your documentation efforts.

<aside> 💡 Need help with HubSpot and its supported apps? Contact Crocodile Marketing today for a free chat.

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How to Use the Use Case Template

Access the use case template here Use Case Template

1. Title

• Instructions: Start with a concise yet descriptive title that encapsulates the essence of the process or scenario.
• Example: "Online Customer Order Process"
• Questions to Ask:
  1. Does the title clearly indicate what the use case is about?
  2. Is the title specific enough to distinguish this use case from others?
  3. Can stakeholders get an idea of the use case's purpose just from the title?

2. Summary

• Instructions: Provide an overview of the use case, outlining its purpose and the value it brings to the business or project.
• Example: "This use case outlines the steps an online customer goes through to place an order on our website, from item selection to checkout."
• Questions to Ask:
  1. Have you briefly described the main activities involved in the use case?
  2. Does the summary explain why this use case is important?
  3. Is the summary clear and concise?

3. Objective

• Instructions: Clearly state what you aim to achieve with this use case. Be specific about the intended outcome.
• Example: "To streamline the online ordering process, ensuring a smooth and efficient experience for customers, thereby reducing cart abandonment rates."
• Questions to Ask:
  1. Is the objective of the use case specific and measurable?
  2. Does the objective align with broader business goals?
  3. Have you articulated the benefits of achieving this objective?