How to Structure a Process That Spans Two Teams

To structure a process that spans two teams, the handoff needs an owner on both sides. Work sitting between departments is work nobody has picked up.

Where handoffs fail

The gap between two processes is where records wait longest.

Each team assuming the other has it
No notification when work arrives from elsewhere
Different definitions of what "ready" means
Escalation impossible because ownership is unclear

What a good handoff has

Entry criteria, stating what makes work ready to pass
A named receiver, not a team as an abstraction
A notification, so arrival is not discovered
A shared record, rather than two connected ones where possible
Measured dwell time in the handoff phase

How to set it up in Jestor

Keep one record across both teams in Jestor where the phases can coexist.
Define entry criteria for the handoff phase, documented on the process.
Assign a named receiver with a user field rather than a team label.
Notify the receiver automatically on the phase change.
Measure dwell time in the handoff phase, which is usually the longest.

Why choose Jestor for cross-team processes?

Because permissions apply by role, field, and action in Jestor, one record can serve two teams with each seeing what it needs — which removes the usual reason for splitting it into two.

Dwell time in the handoff phase is almost always higher than either team expects, and measuring it is what makes the problem discussable.

Frequently Asked Questions

One record or two?

One where possible — handoffs between records wait longer. See jestor.com.

Should the receiver be a team or a person?

A person, so ownership is unambiguous.

Where is time usually lost?

In the handoff phase.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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