Global Workflows in Calibo Accelerate platform

Global workflows in the Calibo Accelerate platform are centrally managed approval processes that apply across all products. You can configure, enable, and manage global workflows from the platform configuration section. Global workflows help you ensure standardization, compliance, and governance across the organization. They help you streamline approvals for critical business operations by enforcing predefined approval steps and designated approvers for each event.

Key Benefits of Global Workflows

Consistency Across Products: Helps you ensure that approval processes remain uniform across all products.
Improved Compliance: Following predefined approval steps for various events helps you adhere to regulatory and internal governance policies of your organization.
Reduced Administrative Overhead: Eliminates the need for configuring approval workflows individually for each product.
Scalability: Enables seamless implementation of approval workflows as new products are introduced.

Where Are Global Workflows Applied?

Currently, you can enable global workflows for the following events.

Product Portfolio Creation: Ensures new portfolios align with business strategy and receive necessary approvals before creation.
Product Creation: Validates new product proposals before they are added to the platform.
Idea Creation: Ensures that new ideas undergo a structured approval process before they are considered for development, preventing unaligned or underdeveloped concepts from progressing prematurely.
User Feedback Creation: Ensures that user feedback is reviewed and validated before being converted into actionable business requirements, improving alignment with customer needs and business priorities.
Policy Templates: Ensures that policy templates are reviewed and approved before being applied.
Product Portfolio Budget: Helps regulate and monitor budget allocation for product portfolios.

Start by configuring a global workflow template. For details, see Designing a Global Workflow Template.

Then, enable a global workflow for an event and assign your workflow template. For details, see Enabling Global Workflows.

What's next? Designing a Global Workflow Template