A robust set of Primavera Portfolio Management (PPM) workflow features provides new opportunities for people to collaborate on common portfolio objectives. PPM workflows are automated business processes that route specific information between participants according to a defined set of steps and tasks designed to coordinate specific business goals. Workflows are primarily characterized by their level of procedural automation involving one or more related steps in a series (a process), and their combination of user and system tasks involving interaction with other PPM data.
Insurance, Banking, Legal, Administrative, Manufacturing, Regulatory, and other industry segments marked by relatively high office labor costs, collaborative decision-making based on metrics and process stage gates, and potential downstream high-volume transactions have demonstrated successful workflow implementations.
Business process modeling and workflow automation allow transactions to be conducted electronically without the need for manual intervention such as conducting certain validations or re-keying data. When workflows are processing repetitive, mundane, and often error-prone work, talented staff resources become available to handle activities that provide added value or contribute to additional business goals.
At your organization, any routine procedures requiring collaboration between multiple groups will benefit from standard workflows.