Workflow (Project/Process) Template Buildout
SERVICE OVERVIEW:
Workflow buildout for project template or process, optionally including reporting, custom views, rule automations, and dependency/timeline management.
Workflow buildout for project template or process, optionally including reporting, custom views, rule automations, and dependency/timeline management.
DELIVERABLES 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.
Regular price
$1,800 USD
Regular price
Sale price
$1,800 USD
Unit price
per