Workflow Advisory Overview
What is Workflow Advisory?
Workflow Advisory is a digital transformation application and service that helps organizations implement, customize, and optimize proven workflows using Autodesk's practices, products and tools. The platform provides structured guidance for improving your team's processes while giving you the flexibility to adapt workflows to your specific organizational needs.
Who should use this?
- Account Administrators: Set up the platform, manage teams, and oversee organizational workflow implementation
- Team Owners: Lead workflow adoption within their teams and track implementation progress
- Team Members: Follow assigned workflows, access learning resources, and contribute to process improvement
Core Capabilities
What you can accomplish
- Implement Practice Workflows: Access curated digital transformation frameworks developed by Autodesk experts
- Customize Workflows: Adapt standard processes to fit your organization's specific needs and requirements
- Organize Teams: Structure your organization and assign targeted workflows to specific teams
- Access Learning Resources: Get curated training materials and documentation for workflow implementation
- Measure Performance: Track how effectively your teams are adopting and executing digital workflows
- Get Expert Guidance: Request assistance from Autodesk advisors for complex implementation challenges
Key benefits
- Accelerated Implementation: Start with proven workflows rather than building processes from scratch
- Organizational Alignment: Create consistent processes across teams and projects
- Continuous Improvement: Use data and feedback to refine and optimize your workflows over time
- Expert Knowledge: Leverage Autodesk's industry expertise and practices
- Flexible Adaptation: Customize standard workflows to match your unique organizational requirements
Key Components
Solutions
What they are: Complete digital transformation frameworks that address specific business challenges or opportunities, such as "Design Review Optimization" or "Project Coordination Excellence."
How you use them: Browse available Solutions to find frameworks that match your organizational goals, then implement the associated Workflows to achieve those outcomes.
Workflows
What they are: Step-by-step processes that guide your teams through specific digital capabilities, complete with detailed instructions, required tools, and success criteria.
How you use them: Assign Workflows to teams for implementation and track adoption progress. Administrators can customize workflows by adding supporting documents, adjusting Autodesk product associations, and incorporating additional learning paths.
Tools
What they are: Specialized utilities and applications that enhance your ability to work effectively with Autodesk solutions, providing additional functionality and insights.
How you use them: Access tools directly through the platform to support workflow execution, or enhance your team's capabilities with Autodesk products.
Teams
What they are: Flexible organizational structures that group users together for workflow assignment and progress tracking.
How you use them: Administrators create Teams and assign Team Owners, who then add Team Members and assign specific Workflows for implementation.
Learning Resources
What they are: Comprehensive educational materials including documentation, training guides, and practice content that are contextually associated with specific Workflows, Solutions, and Tools.
How you use them: Access relevant learning materials automatically based on your current context, or browse resources associated with specific workflows, solutions, or tools to build knowledge proactively.
Workflow Analytics
What they are: Performance measurement tools that help you track workflow adoption, measure efficiency gains, and identify areas for improvement.
Who can use them: Available to Administrators who can create custom performance indicators and track organizational progress.
Advisory Requests
What they are: A system for requesting expert assistance from Autodesk advisors on any aspect of your workflow implementation.
How you use them: Submit requests directly from any workflow, tool, or solution when you need expert guidance or encounter implementation challenges.
How Components Work Together
The Implementation Journey
Explore Solutions to identify digital transformation opportunities that align with your goals
Select Workflows within those Solutions that address your specific process improvement needs
Create Teams and assign relevant Workflows to appropriate groups
Customize Workflows by having Administrators adapt workflows with additional documents, product associations, and learning paths
Support Adoption through contextual learning resources associated with workflows, solutions, and tools
Measure Progress using Analytics to track adoption and effectiveness
Optimize Continuously by refining workflows based on performance data and team feedback
User Role Integration
Administrators set up the organizational structure, assign workflows, and monitor overall progress
Team Owners manage workflow implementation within their teams and coordinate with other groups
Team Members execute assigned workflows, contribute feedback, and access learning resources as needed
When to Use This
Common scenarios
Workflow Standardization: Establishing consistent digital processes across large, distributed teams that include both internal staff and external partners, consultants, and contractors
New Process Implementation: Rolling out standardized digital workflows across your organization
Multi-Party Coordination: Helping all project stakeholders follow the same proven processes regardless of their organizational affiliation
Team Training: Providing structured learning paths for new tools or processes
Performance Improvement: Identifying and addressing inefficiencies in current workflows
Organizational Scaling: Establishing consistent processes as your team or company grows
Use cases by role
Account Administrators:
Set up organizational structure and manage user access
Assign workflows to their teams and coordinate implementation
Use Analytics to track organizational progress and identify improvement opportunities
Coordinate with Autodesk Advisors for strategic guidance
Team Owners:
Monitor team adoption and provide local support for workflow execution
Serve as liaison between team needs and organizational objectives
Request targeted training or advisory support for their teams
Team Members:
Follow assigned workflows in their daily work
Access learning resources to build skills and knowledge
Provide feedback on workflow effectiveness and suggested improvements
Collaborate with teammates on process optimization
Example workflows
- Multi-Party Project Standards: Establish consistent BIM coordination workflows across internal teams, external consultants, and subcontractors working on the same project
- Design Review Standardization: Implement uniform review processes across multiple project teams including third-party design partners
- Quality Control Across Partners: Help all project stakeholders follow the same quality assurance workflows regardless of their organizational affiliation
- Training Distributed Teams: Use structured workflows to train both internal staff and external partners on new tools or processes