role
Solar operations workflow assessment
Map the project status, exceptions, ownership, schedule, capacity, and handoffs an operations leader needs to review.
01
Design the operating view around decisions
Operations needs to know what is moving, what is blocked, who owns the next action, and where capacity is constrained.
- Project stage and risk
- Exception and owner
- Schedule and readiness
- Capacity and handoff
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 milestone status
- Tasks, owners, and deadlines
- Exceptions and dependencies
- Crew, material, and document readiness
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Sales acceptance
- Permit and design systems
- Field update process
- Finance and billing access
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Which decisions happen daily?
- What makes a project at risk?
- Who owns each exception?
- Which capacity view changes action?
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.