Project Management

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Project Management Automation

Flokzu Elite Plan
Flokzu offers a portfolio of processes for Project Management. This means that when you create a Flokzu account, the processes described here will be pre-configured for you. This portfolio of work processes may not be 100% aligned to your current project procedures, but thanks to the low-code/no-code and user-friendly Flokzu features, adjustments can be made easily by your internal system administrator or even by you no matter if you have IT knowledge or not.

Taking your game to the next level

Projects require frequent and complex multi-disciplinary interactions, which in turn have a direct impact on performance, cost and schedule. Experience shows that projects with Automated Processes are game changers.
Engineering and EPC firms would normally have their own delivery systems and work processes, but are lacking controls over staff interactions and transactions, which can be counted by the thousands over the course of a project. This simple human factor is the major cause of under-performing projects failing to meet baseline KPIs.
One can compare this to a city without traffic lights, versus a city equipped with smart traffic control systems.


Reduced duration of delivery processes

Process task sequences e.g. quotation request or 3D model review, are automated with time controls and alarms, ensuring timely delivery.

Consistency and uniformity in delivery.

Many automated work processes carry pre-formatted documentation and templates so that the tasks are consistently repeated throughout the duration of the project

Increased accountability.

No tasks are left unattended. The system allows re-assignment within each process instance by the nominated participant. Moreover, approved users or the administrator can re-assign tasks for out-of-office periods, holidays, etc.

Monitoring of work processes.

Real-time dashboard allows the project manager to be informed on any process instances in progress, their status, but more importantly any delays or roadblocks needing attention, based on exception alarms.

Increased productivity & achieving progress metrics.

Every participant will be able to complete their tasks on time, resulting in a more efficient operation.

Enhanced reputation and return business by continuously improving your operations.

Historical dashboard provides useful feedback on work processes performance to allow improvements in workflows content and functions.

Most used processes

  • Hiring of engineering personnel

    (effort and configuration of a large team)

    Similarly, this process requires input from all engineering disciplines to define resource levels, i.e., jobs and corresponding person-hours. A common mistake is neglecting the validation of person-hour budgets on deliverables and personnel.

    project management process
  • Engineering products

    (major team effort and configuration)

    This process is common to the configuration of all projects. Therefore, a multidisciplinary effort is required to define the Deliverables List and associated labor hours and create the budget for all engineering disciplines.

    project management process
  • Key Document Review

    This process allows any project member to initiate a document review process and select reviewers to provide comments or approvals. In addition, many workflow loops are available that enable paths for multi-disciplinary input.

    project management process
  • On-site inspection

    (highly repeatable process)

    Facility inspections will frequently occur during the Procurement Cycle. Non-conformances must be expedited and resolved quickly and efficiently to avoid project delays. Business and technical interactions between the plant inspector, project engineer, and purchasing department are streamlined with this process.

    project management process
  • Request for quotation - Supply

    (multi-departmental and highly repetitive process)

    This process is critical in project delivery as it is quality, schedule, and cost-sensitive. It is highly repetitive and involves the participation of many departments. There is added complexity in the review and approval process with multiple backups available. Therefore, the workflow is designed with intensive industry practice.

    project management process
  • Project risk assessment

    (multi-departmental and repeatable process)

    Risk assessment is the cornerstone of any project to meet KPIs. It is performed with all project departments at the beginning and repeated at regular intervals during the project. It is a dynamic picture, and the risks evolve as the project stages evolve. This workflow provides the structure for implementing a comprehensive project risk mitigation strategy.

    project management process

Other processes that you may find in Project Management Automation

Scope of Work (project setup with multiple interactions)

There is no project baseline without a Scope of Work. This process provides a workflow whereby all contributors will perform their inputs in a structured and timely fashion. Expert documentation is associated with the workflow to complete this key document.

Scope of Services (project setup with multiple interactions)

Many project practitioners will either neglect to provide a separate Scope or Services or will include such content within the Scope of Work. This process allows baselining separately these different project scope definitions, essential to the Change Management program.

3D Model Review (multi-disciplinary and repeatable process)

3D Model Review is a highly participative process requiring repeatable inputs from all engineering disciplines as well as from the Client Team members.

Personnel Onboarding (repeatable process)

HR are well versed with new personnel onboarding within a company. However, employees can be transferred to a specific project and Project Onboarding will not always receive the same attention. This process is project related and involves access and security, office tour and orientation, IT setup, training, meetings with supervisor and mentor, HR follow-up, etc.

Procurement Packages (project setup and monitoring)

The Procurement Package Register is derived from the Project Execution and Procurement Plan. It contains all Supply, Contract and Services Procurement Packages. Its creation is a major multi-departmental effort with many contributors. This process allows all nominated participants to provide their inputs through multiple iterations. The Procurement Package Register will become the basis for the Procurement Schedule Planner.

Shop Expediting Report (highly repeatable and multi-departmental process)

This process is critical to the project schedule and allows feedback from Suppliers and Sub-Suppliers involved in the fabrication of purchased equipment and material. The project shop expeditor provides regular progress status reports to the project team who, in turn, evaluate impacts against schedule. Non conformances and mitigations are passed on to the Procurement Department who manage the commercial aspects.

Quotation Request – Contract (highly repeatable and multi-departmental process)

This is likely one of the most important project delivery processes. It crystallizes the engineering efforts into the scope of installation, drawings, specifications, quality controls, battery limits, etc. Many departments are involved e.g. engineering, procurement, construction, project controls, quality controls, project management, Client, etc. This work process has all the componentry to ensure a consistent and timely production of quality Quotation Requests

Client Query (repeatable and multi-departmental process)

Any project will encounter the need to clarify various elements of the Scope of Work or Services as well as the need for Client documentation e.g. existing plant documentation, surveys, soil analysis, etc. This work process introduces a formal, structured and streamlined process to achieve the objectives of transparency, change management control, contractual inputs, timely delivery, etc.

Contract Award Requisition (highly repeatable and multi-departmental process)

This process confirms to the selected Installation Contractor, the agreed scope, drawings and specifications. As per previous processes, most project departments are participating as contributors, reviewers or approvers.

Change Order Request (repeatable and multi-departmental process)

This work process brings together, in the proper sequences, all contributors associated with changes in the scope or attributes of previously issued Purchase Orders or Contracts.

Bid Analysis and Recommendations (highly repeatable and multi-departmental process)

The main actors in this work process are the Engineering, Procurement and Project Controls departments, with an approval sequence that involves all Project Management Stakeholders.

Bid Analysis and Recommendations (highly repeatable and multi-departmental process)

The main actors in this work process are the Engineering, Procurement and Project Controls departments, with an approval sequence that involves all Project Management Stakeholders.

Project Travel Authorization (highly repeatable and multi-departmental process)

Of course companies have internal processes to handle travel requests. However the project travel control and approval policies may be different. This process is designed for such approval requests within the project environment as well as the exchange of documentation such as travel itinerary, bookings, etc.

Expense Report Approvals (highly repeatable and multi-departmental process)

The rationale is the same as for the previous work process and the Expense Report Approvals are project based.

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