product
Solar project management workflow assessment
Map project stages, ownership, schedules, documents, and exceptions across the work from contract through closeout.
01
Keep project context intact between teams
Project management becomes difficult when each department maintains its own stage, deadline, and version of the job.
- Stage and milestone model
- Task and approval ownership
- Schedule dependencies
- Document and issue history
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Project and site records
- Stages, tasks, and owners
- Documents and revisions
- Exceptions and acceptance checks
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Scheduling rules
- Role permissions
- External design and accounting handoffs
- Closeout requirements
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Which milestone changes project status?
- Who owns overdue work?
- What can block the next stage?
- Which system owns the final document?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.