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Requirement

Workflow dashboard interface showing progress to completion

Functional Area

Collaboration

Industries
All
DETAILS

Description

This feature provides an overview of ongoing projects, pending tasks, approvals, and alerts. It streamlines collaboration efforts and enhances operational efficiency in mid-market and large corporations.

Example Use Case

Scenario: A mid-market manufacturing company utilizes email for collaboration within various departments. However, tracking the progress of tasks and obtaining necessary approvals becomes a challenge due to lack of a centralized view.

Solution: Implementing a CPM tool with a workflow dashboard interface allows managers and team members to monitor tasks and approval processes in real-time. The dashboard displays each task's progression, which aids in identifying bottlenecks.

Considerations

This is a basic requirement for any workflow interface in a CPM tool, where we are looking for an overview of progress. This overview should show all tasks, their statuses, and ideally a visual progress bar. It allows the admin or other managers of the process to understand quickly what bottlenecks exist in the process, helping them quickly focus on those to move the organization forward.

Questions to Ask a Vendor

  • Support for Large Teams: Is the interface designed to handle a large number of users and concurrent tasks, or will it get bogged down with excessive detail? What is the right balance in your system?
  • Visualizations: Are we able to see progress to completion visualizations, or is it more of a list with checkboxes?