Custom workflows
Define the goals, responsibilities, and practical requirements for custom workflows within the project management engagement.
Project management
Built around your work.
Organize projects with boards, views, requests, approvals, resource allocation, automation, and progress reporting.
WHAT THIS CONNECTS
A clearer view of the work.
Requests and approvals
Define the goals, responsibilities, and practical requirements for requests and approvals within the project management engagement.
Resource allocation
Define the goals, responsibilities, and practical requirements for resource allocation within the project management engagement.
Boards, views, and dashboards
Define the goals, responsibilities, and practical requirements for boards, views, and dashboards within the project management engagement.
Team updates and documents
Define the goals, responsibilities, and practical requirements for team updates and documents within the project management engagement.
SCOPE THE CAPABILITY
Plan the workflow before the deployment.
Collect request
Establish the goal and the information needed for this part of the work.
Plan tasks and resources
Identify the people, records, and connections involved.
Coordinate approvals and updates
Agree access, responsibilities, integrations, and delivery requirements.
Review time, budget and progress
Review the result against the business goal and implementation scope.
PLAN YOUR IMPLEMENTATION
Match the scope to your needs.
The catalogue describes solution scope. It does not mean a universal ERP or all native modules are activated for every account. Creator Studio, the module marketplace, and an organization’s production deployment have separate readiness and permissions.
PART OF THE LARGER SYSTEM
Make the next connection.
01
XCORE Module Library
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Explore XCORE Module LibraryXCORE / ERP & APPLICATIONS
XCORE Business Software Catalogue
Explore marketing, operations, administration, and data capability profiles within the XCORE Business Systems / ERP direction.
Explore XCORE Business Software CatalogueXCORE / SMB SOFTWARE STACKS
Industry Workflow Profiles
Business workflow profiles showing how industry needs can shape software, services, and implementation scope.
Explore Industry Workflow Profiles