Planning lives in one place
Schedules, milestones, and tasks may be managed in a project tool.
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Coordinate planning, customer handoffs, approvals, changes, and the operational work around professional-services delivery on a shared application foundation.
Schedules, milestones, and tasks may be managed in a project tool.
Approvals, documents, scope changes, customer decisions, and follow-up move into separate systems.
Consultants, customers, finance, and leadership need different views of the same engagement.
A delivery application can connect the plan to decisions, deliverables, customer actions, and commercial handoffs.
SmartWorx application foundationShared records · Application interfaces · Configured processesKeep project status, customer context, upcoming milestones, issues, changes, documents, and activity connected.
Bring scope, timeline, effort, commercial impact, approval, and history into a structured review.
Configure the information and review steps for a change request, kickoff, or deliverable assessment.
| Type | Record | Phase | Owner | Severity | Due | Status |
|---|---|---|---|---|---|---|
| Issue | Data mapping incomplete | Data preparation | Riley Chen | High | 02 Oct | In review |
| Risk | Integration dependency | Configuration | Alex Morgan | High | 03 Oct | Assessment |
| Decision | Confirm approval stage | Design | Casey Reed | Normal | 03 Oct | Pending |
| Customer action | Confirm validation attendees | Validation | Customer sponsor | Normal | 02 Oct | Open |
| Issue | Training schedule conflict | Training | Jordan Lee | Normal | 05 Oct | Rescheduling |
Shape a customer-facing application around project status, documents, approvals, deliverables, and the actions they own.
An application possibility. Customer access and permissions need implementation and validation.
Configure the records, views, and review paths around the delivery model.
Consolidate where useful. Integrate where another system should remain.
SmartWorx application foundationShared records · Application interfaces · Configured processesUse API definition import and endpoint configuration to plan connections around supported operations and permissions.
Explore APIs & connectivitySmartWorx application foundationShared records · Application interfaces · Configured processesConfigure projects, engagements, approvals, and customer handoffs around your own delivery methodology.
Build applications delivered through consulting and implementation engagements on the same platform.
SmartWorx provides the platform. The application offering can belong to the organization or publisher building its business around it.
Professional-services organizations can configure delivery applications around their own methodology.
Consulting and implementation firms can design and operate delivery applications for clients.
Publishers can own, brand, package, price, support, and commercialize specialized delivery applications for recurring markets.
Show us how your teams manage milestones, changes, approvals, customer actions, issues, documents, and delivery handoffs. We can explore what that application could look like on SmartWorx.