What is the recommended first step when defining a new case type?

The recommended first step when defining a new case type is to identify processes, then add stages, and finally add steps. This approach ensures a structured methodology for building the case type by first understanding the overarching processes involved. Identifying processes gives clarity on the workflow and the lifecycle of the case, which provides a strong foundation for further development.

Once the processes are defined, adding stages comes next. Stages represent high-level categories in the advancement of a case, allowing the business architect to organize the flow of the case logically. After establishing the stages, adding steps allows for granularity, wherein specific tasks and actions are detailed to guide users through each stage effectively.

This step-by-step progression not only keeps the case design organized but also aligns the design with business goals and user needs right from the outset. By focusing on processes first, the design becomes user-centric, ultimately leading to more effective and efficient case management.