Why This Matters
Building powerful business systems can feel chaotic. Without a clear plan, solutions often fail to meet real-world needs, create data messes, or can’t adapt to change. “The Luklak Way” is a strategic framework that transforms this chaos into a predictable process.By following these steps, you learn to think like an architect. You ensure that what you build is robust, scalable, and perfectly aligned with your business outcomes from day one, saving weeks of rebuilding later.

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The 8-Step Design Process

This iterative methodology is the foundation for every successful playbook and custom solution built on Luklak. Master these steps, and you can build anything.

1. Analysis & Scope

Don’t jump to building. First, deeply understand the business problem. Interview stakeholders, map the current process, and define clear boundaries for what the solution will (and will not) do.

2. Define Universal Objects

Identify the core “nouns” of your process. Are you tracking Customers, Projects, Candidates, or Assets? Define these as 🧊 Universal Objects to create your system’s data backbone.

3. Design Workflows & Statuses

Map the lifecycle of each Object. How does a Project move from IDEA to COMPLETED? Define the exact stages (statuses) and the rules for transitioning between them to standardize your operation.

4. Configure Data Fields

What specific information do you need to capture for each Object? Now is the time to add the custom fields—text, numbers, dates, dropdowns—required to run the process and make decisions.

5. Set Up Universal Automation

Identify every opportunity to eliminate manual work. Build automations to assign tasks, send notifications, update statuses, and connect processes, freeing your team to focus on high-value work.

6. Create Workviews & Dashboards

Different teams need different views. Design the specific Workviews (Lists, Kanbans, Timelines) and Dashboards that give each stakeholder the perfect, real-time perspective on the data.

7. Set Permissions & Roles

Who needs access to what information? Implement a granular permission scheme to ensure data security, protect sensitive information, and guarantee users only see what’s relevant to their role.

8. Test, Gather Feedback & Deploy

Before a full rollout, test the entire solution with a pilot group of end-users. Gather their feedback, make crucial adjustments, iterate on the design, and then deploy with confidence to the wider organization.
What’s Next? Now that you understand the methodology, you are ready to see it in action. The best way to learn is by doing. We recommend starting with our flagship case study.