Engagement delivery tracking involves manually logging new engagements, defining milestones, assigning deliverables, and monitoring progress across email, spreadsheets, and multiple tools. This fragmented approach creates delays, duplicate data entry, and poor visibility into project status.
Automation reads engagement documents to extract milestones, populates project management and CRM systems automatically, monitors progress in real time, and alerts stakeholders to delays or completions. The result is a single source of truth and faster client notifications.
The full workflow, from trigger to completion.
A new engagement record is created or an existing engagement moves to a new phase. The automation is triggered immediately.
The automation reads the engagement record, pulling client name, engagement type, start date, expected end date, SOW, and assigned consultant.
The automation analyzes the SOW document or engagement brief to identify key milestones, deliverables, and due dates, then structures them as a milestone plan.
The automation creates a project with tasks for each milestone, assigning owners and setting due dates based on the parsed plan.
A message is sent to the assigned consultant with a summary of the engagement, milestones, and a link project for confirmation.
The automation checks daily for milestone status changes. When a milestone is marked complete, it updates the engagement record and triggers a client notification.
If a milestone due date passes without completion, the automation sends a alert to the engagement lead and a summary email to the operations team.
When the engagement is marked complete, the automation generates a summary report and sends it to the client, with a copy logged.
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