01Map Your Project Stages and Decision OwnersIdentify the steps from initial consultation through concept design, detailed specification, procurement, installation and handover. Define who can approve selections, authorize expenditure, accept substitutions and communicate contractual changes.
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02Define the Records Each Workflow NeedsAgree project codes, room names, specification identifiers, revision labels and approval statuses. Assess available exports or connections for your existing tools before choosing an implementation method; do not assume a particular platform is supported.
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03Configure Triggers, Checks and Review GatesSpecify which events create drafts, reminders or exceptions, such as a revised supplier date or an unanswered selection request. Require human authorization for purchases, contractual commitments, financial decisions and any safety, accessibility or code-related judgment.
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04Pilot One Project and Monitor ExceptionsTest the workflow against real project documents with appropriate access controls before expanding it. Review incorrect matches, missed approvals and duplicate notifications, then monitor measures such as decision turnaround, overdue tasks and unresolved delivery exceptions.