AutoArchWorkflowsWF-03

Contract administration

The certificate was due Friday and nobody was watching.

HUMAN STEPS
1
AUTOMATED
4
RECLAIMED
~8 hrs/month

WF-03 — Contract administration. 1 human step, 4 automated steps, about 8 hours a month reclaimed.

  1. Step 1. Valuation date reached (CONTRACT)
  2. Step 2. Assemble the valuation
  3. Step 3. Draft the interim certificate
  4. Step 4. Open the notice window
  5. Step 5. Certificate + notice issued (OUTLOOK)

Risk points in this workflow:

  • Notice window closing. A payment or pay-less notice served late has consequences the practice carries, not the client.

Steps you still do:

  • Certify

What it actually does

  1. 01Valuation date reached
  2. 02Assemble the valuation
  3. 03Draft the interim certificate
  4. 04Open the notice window
  5. 05Certificate + notice issued

The risk this covers

Notice window closing

A payment or pay-less notice served late has consequences the practice carries, not the client.

What you still do

  • CertifyThe contract administrator’s call

Everything else runs without you.

Part of

All fifteen workflows →
WORKFLOW
WF-03
BAND
BUILD-OUT
REV
01