In order to streamline and standardize your project portfolio, you can design a workflow that speaks to your organization and aligns all involved stakeholders.
The so-called "pearl chain" is typically used for setting up your workflow, indicating the status of the different workflow steps.
You can define the configuration of the different workflow steps. The example below showcases a blueprint workflow from the phase Ideate through Refine, Business Case, Prototype, and Scale all the way to the Run phase.
The workflow is controlled and regulated using call-to-action buttons that are equipped with some handy functionality.
You can specify every call-to-action button according to your needs:
- Define the label of the button
- Assign the button to the different workflow steps
- Define who can trigger the button. You can select the creator, individual users, user groups, user contexts, user roles, or entity type-specific user search fields.
- Define when the button can be triggered: You can trigger the button's appearance depending on other buttons' statuses or link it to the task management.
- Define what the button triggers. You can choose and combine the following triggers:
- Phase change: To which workflow step do you want to jump to (you can move forward linearly but also skip a workflow step or move back a previous step)?
- Workflow step change: Which status should the current workflow step move to (you can choose between done, canceled, pending, active)?
- Enrichment: Which data points should be enriched?
- Rating: Which rating criteria do you want to be assessed?
- Value change: Which value of which data point should be set automatically?
- Comment: With which stakeholders do you want to share feedback (you can select the creator, individual users, user groups, user contexts, user roles, or entity type-specific user search fields)?
- Notification: Which email template should be sent to which stakeholders (you can select the creator, individual users, user groups, user contexts, user roles, or entity type-specific user search fields)?
You can use the workflow engine to streamline and standardize your project portfolio, design your technology management process, build an established product lifecycle process, or create an idea evaluation process.