Start with the customer workflow
Describe the task customers currently complete through spreadsheets, email, or disconnected software. Identify where work begins, which decisions require a person, and what a completed result looks like. This turns a broad product idea into a workflow that can be designed and tested.
For example, a service platform might let an account administrator invite colleagues, submit a request, assign work, and review its status. That example contains several distinct requirements: account ownership, invitations, permissions, notifications, and shared records. Writing them down prevents important behavior from hiding behind a phrase such as “customer dashboard.”
Bring examples of real forms, reports, or work instructions when available. Remove confidential information before sharing them. These materials help explain the product more clearly than a long feature list without context.

