Workflow (Project/Process) Template Buildout

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SERVICE OVERVIEW: Workflow buildout for project template or process, optionally including reporting, custom views, rule automations, and dependency/timeline management. DELIVERABLE S AND OUTCOMES: Discovery meeting: review and standardize necessary project/process steps Project/process template setup(OPTIONAL - BELOW) Reporting dashboard (private or shared) Custom views Rule automations to help make project management easier Dependency/Timeline Management setup and training Help resources: Recording of the training Summarized SOP on how to use the project/process template YOUR WORK: Schedule the discovery call Schedule the build session Schedule the team training after the workflow is built ESTIMATED TURNAROUND TIME: Can be scheduled as early as 1-2 weeks from payment. Show more