Process management best practices

Fusion Manage provides powerful capabilities for site configuration, user management, and workflow customization. Using these capabilities, administrators can tailor the experience to meet their team’s needs including:

• How items are numbered.
• What your change process looks like.
• How workflows progress.
• The team members who should be involved along the way.

Effective administration of a Fusion Manage site is essential for ensuring your team can collaborate efficiently and manage projects successfully. Following best practices will help you set up a robust environment, streamline workflows, and support your team's success.

Before following these best practices, you may find it helpful to:

• Read through Get started with the Fusion Manage for an introduction to Fusion Manage.
• Work through the Administrator Tutorials to gain hands-on experience of performing some key administrator tasks.

This series of topics provide helpful information when working with Fusion Manage intended to guide administrators through best practices when setting up and configuring their site.