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Choose the right process

Before you start building in F2 Service Builder, make sure the process is a good candidate.

A simple way to assess your process

F2 Service Builder is most valuable when a process benefits from structure, standardization, reuse, and better overview. This section helps you assess whether a process is ready to be built — or whether it needs further clarification first.

Let's look at the process from three different angles:

1. Is it repeatable?

2. Is it important enough?

3. Is it clear enough to build?

Is it repeatable?

F2 Service Builder is a strong fit for processes that follow a recurring pattern.

This could be a process with defined phases, tasks, decisions, documents, emails, or receipts. The more the process needs to be handled consistently, the more value there may be in building it in F2 Service Builder.

Good signs:

  • The process happens more than once
  • The same steps are repeated across cases
  • Several users or units need to follow the same structure
  • The process currently depends on manual coordination or individual knowledge

Is it important enough?

A process does not need to have a high case volume to be relevant.

Even lower-volume processes may be good candidates if they are important, risk-sensitive, require clear documentation, or need to be handled consistently.

Good signs:

  • The process involves important decisions
  • There are legal, archival, or reporting requirements
  • The process involves payments or other risk-sensitive steps
  • Management needs better insight into progress or workload

Is it clear enough to build?

A process should be understood before it is configured.

If the purpose, roles, tasks, documents, data, or responsibilities are unclear, start by clarifying the process with the relevant business unit before building.

Good signs:

  • The process has a clear owner
  • The main phases and tasks are known
  • Required documents, emails, and receipts are identified
  • Reporting or management overview needs are understood
  • Testing and review responsibilities are agreed

Typical good candidates

F2 Service Builder may be relevant for processes such as:

  • Hearings
  • Inspections
  • Applications
  • Internal approvals
  • Grant or payment-related processes
  • Recruitment-related processes
  • Finance-related processes
  • Internal administrative processes

These are examples, not a complete list. The best candidates are processes where structure, consistency, documentation, or overview will create clear value.

When to pause before building

You may need to clarify the process further before building if:

  • No process owner has been assigned
  • Roles and responsibilities are unclear
  • The process changes significantly from case to case
  • Required documents or templates are not ready
  • Reporting needs are unclear
  • The process depends on integrations or functionality that has not been assessed
  • There is no plan for testing, review, and maintenance

In these cases, start with process clarification before configuration.

Use the checklist

Use the process suitability checklist to decide whether your process is ready for F2 Service Builder.

[Open process suitability checklist]

Once you have assessed the process, continue with the before-you-start checklist to prepare the process in more detail.

[Open before-you-start checklist]