FIELD NOTES / BUSINESS PROCESSES

How to explain your business process to a software developer

Use everyday decisions, real examples, and a few simple words to explain what your software needs to do.

THE SHORT ANSWER

Explain what happens today, what triggers a decision, and what should happen next. Use if, then, and, or, and otherwise to describe the rules in ordinary language. Bring real examples and exceptions. Your developer should help turn that knowledge into clear requirements and checks you can review together.

You already make decisions throughout your workday. You know when to assign another person, hold a request, change a schedule, or ask a manager. Some of those decisions happen so naturally that you may not think of them as rules.

When you ask someone to build software around that work, those decisions need to become visible. You can start with a spreadsheet, a recent problem, or a walkthrough of a normal day.

Start with the work you want to improve

“We need a scheduling app” describes a possible solution. Give your developer the situation behind it: who makes the schedule, where the information comes from, who uses it, and what keeps getting missed.

A more useful starting point might be:

We plan transportation around employee shifts, but the opening time changes. We need driving coverage while another employee stays at the counter.

That gives the developer people, inputs, constraints, and an outcome to explore. These are the beginnings of business rules: the conditions that determine how a process should work.

For this kind of project, the guides to custom transportation software and employee scheduling software development connect those rules to demand, availability, coverage, and manager decisions.

Five words that help explain a decision

You can describe the logic without writing code. These words connect a situation to the result you expect.

From everyday decisions to clear rules
WordWhat it explainsExample
IFThe situation that triggers a rule.If the park opens at 5 p.m.…
THENThe action or result that follows.…then wardrobe opens at 3 p.m.
ANDConditions that must all be true.Assign a driver when they are available and another employee can cover the counter.
ORAlternatives; at least one must be true.If the park opens at 11 a.m. or noon, wardrobe opens at 9 a.m.
ELSE / OTHERWISEThe fallback when earlier conditions do not match.Otherwise, ask a manager to confirm the opening time, if that is the agreed fallback.

Say whether “or” allows both conditions to be true. If you mean exactly one option, make that explicit. For an “and” rule, describe what should happen when only one condition is met.

A reasonable assumption can still be wrong

A scheduling discussion for istheshuttlerunning.com makes this concrete. The request was to adjust the schedule when the park opens later. Wardrobe is the employee uniform counter, and its opening time affects staffing and transportation planning.

The example requirements were:

Opening-time examples from the scheduling discussion
If the park opens at…Then wardrobe opens at…
5 p.m.3 p.m.
11 a.m.9 a.m.
Noon9 a.m.

From the first two examples, a developer might infer “open wardrobe two hours before the park.” For a noon opening, that produces 10 a.m. The expected result is 9 a.m.

The third example exposes the assumption. These are planning examples, not a current operating calendar. They also leave other opening times unresolved; the developer should ask what happens in those cases.

Give your developer the rule and a few real examples of how it should behave.

Decide which rules can apply together

Some decisions choose one outcome. Other needs exist at the same time. A chain of “if this, otherwise if that” selects an alternative and can accidentally leave out a separate requirement.

For example, assigning an evening driver does not automatically resolve earlier transportation demand. Coverage from 3–6 p.m. may still be required even when another assignment begins before that period ends.

Ask: “If both situations occur, should both rules apply, or should one take priority?” Then explain the limits. Different employees may cover overlapping driving periods, while one person cannot drive and staff the counter at the same time.

Discuss what should happen if there are too few people: leave a visible coverage gap, request a manager’s decision, or follow another agreed process. The software needs an answer for that situation, too.

Give uncertainty an explicit next step

A missing opening time does not mean the park is closed. An unavailable schedule does not establish that nobody needs transportation. Explain how your team distinguishes “no” from “we do not know yet.”

One possible fallback is to mark the schedule as awaiting confirmation and ask a manager to enter the hours. That is a proposal to agree on, not an assumption to quietly build into the application.

Identify who can approve an exception, what reason should be recorded, and whether a later schedule update can replace a manual decision. Those answers keep automatic rules and human decisions from working against each other.

Turn examples into checks you can review

Write each scenario as a situation and an expected result. For the noon example: “Given a confirmed noon opening, the schedule shows wardrobe opening at 9 a.m.” Ask your developer to demonstrate that result in the working software.

Check exceptions as well: missing hours, unavailable staff, overlapping needs, and a manager’s override. When a rule changes, update the examples together so everyone is reviewing the same expectations.

This is a shared responsibility. You bring knowledge of the operation. The developer should ask follow-up questions, identify assumptions, explain conflicts, and help define behavior that can be checked. You do not need a complete specification before starting the conversation.

Bring six examples to your next conversation

A short preparation exercise can make a discussion much more concrete:

  • Three normal examples: what starts the process, who acts, and what should happen.
  • Two exceptions: what changes the normal flow and who decides what to do.
  • One unresolved situation: something your team handles inconsistently or has not decided yet.

Bring the schedule, spreadsheet, or sample request that helps explain them, with private details removed. If you are unsure of a rule, say so. That uncertainty is useful information for planning the work.

RENATUS / A PRACTICAL NEXT STEP

Show me how the work happens.

Bring the repeated task, the exception, or the spreadsheet your team depends on. I’ll help you work through the decisions and define a useful first version.

Talk through your process

Explore custom software development or use the business technology assessment to organize your starting point.