Workflows to connect
A practical scenario
A contractor needs materials and third-party costs attributed to the right job. Establish analytic allocation and approval rules before loading active projects.
Illustrative workflow, not a client case study.
Decisions to make early
Review contract-specific billing and finance requirements with the relevant advisers. Specialist workflows may need additional development.
Validate before scaling
Bring representative records and real process exceptions into testing. Agree who signs off the complete workflow, document the hand-offs and train each role before expanding the rollout.