Cross-Department Processes
Work crosses departments. It shouldn’t restart at every door.
Henswick carries one case — its ownership, status, inputs, decisions and handoff history — as it moves from Sales to Operations to Finance, or wherever the process actually goes. Each department keeps working the way it already does; nothing has to be explained twice.
The Handoff
Follow one case through five departments.
One illustrative case moves through Sales, Operations, Finance, Legal and Support. What changes at each stop is who’s holding it — not what it carries. Even when a case is sent back for something missing, the handoff log doesn’t break.
↩ Sometimes sent back to Operations for a missing input — the log stays intact and picks up again from there.
What survives the handoff
Nothing gets re-typed at the next desk.
Every time a case changes hands, Henswick carries forward what the next department needs. The log grows with every handoff — it never resets.
Owner
who has the case right now, and who had it before
Status
exactly where it stands — not just “in progress”
Inputs
what’s already been gathered, attached or confirmed
Decisions
what’s already been approved, exceptions already noted, so the next department isn’t re-deciding what’s settled
Handoff history
every department that’s touched the case so far, and when
Where departments participate
Every department keeps doing its own job.
Henswick doesn’t ask Legal to behave like Finance, or Support to behave like Engineering. Each department keeps its own tools and its own way of working. The case moves between them and picks up what it needs at each stop.
Sales
Holds the relationship and the original ask
Operations
Holds the fulfilment steps and their current status
Finance
Holds the numbers, the approvals and the audit trail
Procurement
Holds the vendor terms and the purchase record
Legal
Holds the review, the redlines and the sign-off
Support
Holds the case history and the customer conversation
Engineering
Holds the build, the fix and the technical record
Curious how the underlying systems stay in sync while departments hand off? See Multi-System Workflows →
Illustrative scenarios
Three ways a case moves between teams.
Different starting points, the same discipline. None of this is a fixed recipe — Henswick works out the shape that fits how your departments actually hand off work.
Illustrative scenario 1
Sales · Operations · Finance
Closes cleanly, no re-keying
A signed deal moves from Sales into Operations to be fulfilled, then into Finance to be invoiced. Sales’ terms and Operations’ fulfilment notes are both already attached when Finance opens the case — nobody calls Sales to ask what was promised.
Illustrative scenario 2
Procurement · Legal · Finance
Sent back, then continues
A purchase request moves from Procurement into Legal for contract review, then into Finance for payment. When Legal routes it back to Procurement over a missing term, the case returns with its history intact — and picks up again in Legal without losing the review already done.
↩ sent back, then continues
Illustrative scenario 3
Support · Operations · Engineering
One case, one thread of ownership
A customer issue is logged in Support, routed to Operations to check whether it’s a process gap, and escalated to Engineering if it’s a product defect. Engineering opens the case already knowing what the customer reported and what Operations ruled out.
Illustrative scenarios only, not invented customer claims. The departments and sequence depend on how your organization actually hands off work.
Cross-Department Processes
Ready to trace the process that crosses your teams?
Bring the handoffs as they actually happen today — who sends to whom, what gets sent back, what’s supposed to travel along — and we’ll show you how the case holds together.
See how this fits with Workflow Automation, or explore the rest of Solutions.