Deliverable review and approval workflows

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Deliverable submitted for review

   A team member marks a deliverable as complete and ready for review in the project management system. This triggers the automated approval workflow.

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2. 2

   Action

   Assign reviewers based on project

   System automatically identifies and assigns appropriate reviewers based on project type, client tier, and deliverable category. Notification emails are sent to assigned reviewers.

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3. 3

   Action

   Track review completion status

   Monitor reviewer progress and send automated reminders if reviews are not completed within the defined SLA timeframe. Log all review activities for audit trail.

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4. 4

   Decision

   Check approval decision outcome

   Evaluate whether all required reviewers have approved the deliverable or if changes are requested. Branch workflow based on approval status.

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5. 5

   Action

   Route approved deliverable to client

   For approved deliverables, update client portal access, send delivery notification, and log billable time. Update project status in CRM system.

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6. 6

   Action

   Handle revision requests efficiently

   For deliverables requiring changes, compile reviewer feedback, reassign to original creator, and reset approval workflow. Track revision cycles for project metrics.

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7. 7

   Output

   Generate delivery and performance reports

   Produce automated reports showing deliverable approval rates, review cycle times, and client satisfaction metrics. Update project profitability tracking.

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