Workflows
Workflows help funds managers run programs consistently, efficiently, and with confidence.
Pre-defined workflows guide every application, approval, contract and payment through the right steps, in the right order. As programs change, you update workflows in the Administration Portal, without custom development.
Do the work in one place
Each step brings together everything a decision needs: the originating record, documents, comments, relevant risks and linked workflows. A cleaner interface puts primary actions up front and related context one click away.
- Launch the right workflow from a project, round or business account, based on its stage and your permissions
- Review, certify and progress contract milestones and payments inside the step
- Link dependent workflows and move between them in one click
See all the work
- Track pending, upcoming and overdue tasks for you and your team
- Give administrators a portfolio-wide view of active, completed, expiring and expired workflows
- Filter by program, owner or due date
Approve with the right authority
Delegated financial authority tiers route approvals by value. Higher amounts trigger extra approval steps automatically, and every decision lands in an approval log.
- Set thresholds with required approver roles at each tier
- Enforce every required tier, every time
- Apply to payment requests
The result: Less administration, faster turnaround, consistent delivery, and full visibility of who's doing what across your portfolio.
Automation
Automation removes the need for manual follow-ups by automatically triggering actions at a time you define, so nothing is missed and no effort is duplicated.
Set up automations once and apply them consistently as projects progress. Group common actions, such as sending reports, requesting updates or assigning tasks, and link them to a project event, like a project going active. The platform schedules and triggers each action on the dates you set, including launching related workflows.
Workflows trigger actions of their own too:
- Run actions at the start, end or any step of a workflow
- Update the status of related records automatically
- Move records through their lifecycle stages as the workflow progresses
- Generate documents, send notifications and trigger integrations
The result: Fewer missed deadlines, consistent communication across every project, and confidence that critical actions happen exactly when they should.
You’re in good company
