Key components of effective project documentation.

How to organize the Documentation Structure?

A clear structure is key for readers to find what they need quickly.

Suggested structure:

1. Overview & Objectives

2. Data Model

3. Workflows / Business Logic

4. Accesses and platforms

Step 1: Document the System Overview

• Indicate the platforms used including stack and third party tools.

• Explain the project’s goals and how the system meets them.

• Provide the whimsical diagram of the solution.

Step 2: Detail the Data Model

• List all entities/tables, fields, data types, and relationships.

• Indicate which data is user-generated, imported, or computed.

• You can use the database schema to illustrate how the platform is built.

Step 2: Map the User Journey by Role

• Identify each user role (e.g., Admin, Customer, Vendor, Moderator).

• For each role, outline the key tasks or goals they aim to achieve on the platform.

• Break down the typical workflow into sequential steps (login, navigate, act, confirm, etc.).

• Highlight the specific pages, features, and data each role interacts with.

• Note role-specific permissions, constraints, and decision points.

• Use flowcharts or swimlane diagrams to represent distinct user journeys visually.

Step 3: Explain Workflows and Business Logic

• For each workflow, you can use the whimsical wireframes to indicate how the platform works. Include:

  • Trigger (e.g., button click, status change)

  • Conditions

  • Actions

• Include decision trees or flowcharts.

Step 4: Document Accesses and Platforms

Clearly describe the tools and environments used in the project, along with access configurations for each. This helps ensure security, proper onboarding, and auditability.

• List all platforms involved: Primary low-code platform, supporting tools, external APIs and databases.

   

Proper documentation is essential to help the client understand their platform and prevent errors during the project handover.