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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.
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.
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.
F2 Service Builder may be relevant for processes such as:
These are examples, not a complete list. The best candidates are processes where structure, consistency, documentation, or overview will create clear value.
You may need to clarify the process further before building if:
In these cases, start with process clarification before configuration.
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]
