Custom Workflow Logic

Custom Workflow Logic is the stage where the platform becomes unique to the partner it is built for. After the base platform is assembled using modular Business Systems, this step adds the workflow-specific rules, decisions, integrations, and behaviours that cannot be generalised into reusable systems.

While Business Systems form the backbone of every platform, Custom Workflow Logic defines the individuality of each build. It ensures that the resulting platform reflects the real operational process of the organisation, not a generic or one-size-fits-all experience.

Why Custom Workflow Logic Matters

Without custom workflow logic, every platform would behave the same. Custom logic is what turns modular capabilities into a tailored, partner-specific solution.

Key reasons it matters:

• It reflects real business operations: Workflow rules, states, and transitions are unique to each organisation.
• It creates differentiation: Partners gain a platform that matches their exact processes, not a generic model.
• It preserves modular purity: Systems remain generic and reusable because custom logic is handled separately.
• It handles edge cases: Exceptions, approvals, and conditional behaviours live in this layer.
• It defines the partner experience: Branding, UX, workflow structure, and final outputs are handled here.

What Custom Workflow Logic Includes

Custom Workflow Logic expands and refines the baseline capabilities of the modular systems. It introduces partner-specific requirements that cannot, and should not, be abstracted into generic modules.

Common forms of custom logic include:

• Unique approval flows or multi-step decision trees.
• Custom pricing, quoting, or scoring algorithms.
• Workflow-specific data fields the system must capture.
• Custom state transitions (e.g., “Awaiting Internal Review”).
• Conditional branching based on user inputs or business rules.
• Partner-specific automation rules and triggers.
• Integrations with external APIs unique to the partner.
• Document templates, PDF styles, or export formats.
• Custom dashboards or role-specific UI adjustments.

This step ensures that while the platform uses modular building blocks, the final experience is distinct and operationally accurate.

Branding and User Experience

Custom Workflow Logic also covers the visual and experiential elements of the platform. While the underlying systems provide structural UI, partners often require specific branding or user flows.

Branding may include:

• Colour palettes and typography.
• Logo placement and identity elements.
• Custom layout adjustments.
• Partner-specific onboarding experiences.

Where Custom Workflow Logic Lives in the Architecture

Custom logic sits above the Business Systems layer. Each system remains generic and stable, while workflow logic acts as an overlay that modifies behaviour without altering the system itself.

This ensures:

• Systems remain reusable across multiple platforms.
• Customisations do not affect other projects.
• Upgrades to underlying systems remain safe and voluntary.
• Partner-specific code is easy to locate, read, and maintain.

Example: Custom Workflow Logic in Practice

Below is a simplified example showing how custom logic enhances the base platform:

Business Systems used:

• Authentication System
• Onboarding System
• Document Generation System
• Automations System

Custom Workflow Logic added:

• A three-tier approval flow where submissions are reviewed by:
  1. Team Lead
  2. Operations Manager
  3. Compliance Officer
• Unique business rules for eligibility and validation.
• Custom generated PDF layout with the partner’s branding.
• Integration with a third-party verification API.
• Automations triggered based on approval outcomes.

The platform is now highly specific to the partner, even though the foundational systems remain generic and reusable.

What Custom Workflow Logic Should Not Include

Custom logic should NOT:

• Replace or override foundational behaviours of Business Systems.
• Introduce patterns that break modularity or naming conventions.
• Modify system internals, these must remain clean and reusable.
• Create dependencies between systems that do not exist by design.
• Rebuild generic features that already exist in the Systems Library.

These constraints protect the modular integrity of the entire architecture.

The Output of Step 4

Once custom workflow logic is implemented, the platform becomes a live, operational tool tailored to the partner’s processes. At this point, the platform is functionally complete and ready for final validation and launch.

The output includes:

• A fully branded, customised, and operational platform.
• All workflow rules and state transitions implemented.
• All integrations tested and active.
• Partner-specific dashboards and UI adjustments.
• Documentation of custom logic for future reference.

Summary

Step 4 — Custom Workflow Logic is where modular foundation meets partner individuality. By adding unique rules, flows, integrations, and branding, this step transforms a generic system-based scaffold into a bespoke platform. Custom logic sits above reusable systems, ensuring every platform is both uniquely powerful and structurally consistent with the Innopo modular architecture.