Intelligently Automate Recurring Processes
Standardize repetitive business processes with reusable templates, intelligent capacity planning and automated workflows. Improve efficiency and quality through process optimization.
Process excellence through standardization
Reusable templates with intelligent automation and continuous optimization
Standardized Process Templates
Create reusable process templates with flexible customization for consistent quality and efficiency.
Resource Allocation with Load Chart
Visualization of resource utilization with load chart for clear capacity planning.
Automated Workflows
Trigger-based task creation with interval scheduling and seamless tool integration.
Process Standardization & Templates
Reusable success recipes
Transform proven workflows into standardized, reusable process templates. Ensure consistent quality and significantly reduce ramp-up times for new projects.
Template Library
Extensive collection of process templates for various industries and use cases
Flexible Customization
Templates can be adapted and modified to specific requirements
Quality Control
Integrated checklists and validation steps for consistent results
Kanban Board Automation
Automated management of recurring tasks
Automate your processes directly via the Kanban board with recurring tasks. Define flexible repetition intervals, times and due dates for seamless workflow automation.
Flexible Repetitions
Create tasks that repeat daily, weekly, monthly or at custom intervals
Individual Time Planning
Set exact times and due dates for each recurring task - from minutes to years
Kanban Integration
Recurring tasks are automatically created in your Kanban board and can be processed as usual
Process Optimization Features
Comprehensive functions for standardization and automation of recurring processes
Continuous Improvement
Systematic analysis and optimization of recurring processes based on performance data
- Performance Analytics
- Bottleneck Identification
- Continuous Optimization
Multi-Methodology Support
Support for various project management methodologies in recurring processes
- Agile/Waterfall Integration
- Methodology Flexibility
- Process Adaptation
Process Analytics
Detailed analysis of process performance with KPIs and improvement recommendations
- Cycle Time Tracking
- Efficiency Metrics
- Quality Indicators
Learning Organization
Transform your company into a learning unit through knowledge transfer
- Knowledge Capture
- Best Practice Sharing
- Organizational Learning
AI-Powered Process Intelligence
Intelligent algorithms for optimized business processes
Use cutting-edge AI technology for revolutionary process optimization. Our intelligent systems learn from every run and continuously improve your workflows.
Recurring Kanban Tasks
Configurable cycles for recurring tasks with automatic creation at defined intervals
Automated Workflows
Recurring Kanban tasks with configurable cycles and automatic task creation
Microsoft Teams Integration
Webhook integration for automatic notifications and seamless communication in existing workflows
Smart Reporting
Traffic light system-based reporting with automatic adoption and PMO communication
Your Path to Process Excellence
Follow our proven 6-step process for successful standardization of recurring workflows
Identify Processes
Identify recurring business processes and assess standardization potential
- Capture recurring activities
- Assess standardization potential
- Conduct ROI analysis
Create Templates
Develop reusable process templates with checklists and quality assurance
- Document best practices
- Build in checklists and validations
- Define customizable parameters
Configure Automation
Set up automatic triggers and workflows for seamless process execution
- Define trigger conditions
- Define workflow steps
- Integration with external tools
Plan Resources
Implement intelligent capacity planning for optimal resource utilization
- Define team capacities
- Set up utilization monitoring
- Activate predictive resource planning
Implement Monitoring
Monitor process performance with KPIs and automatic quality controls
- Define performance KPIs
- Set up monitoring dashboards
- Configure alert mechanisms
Continuously Optimize
Use AI insights for continuous process improvement and learning
- Analyze performance data
- Identify optimization potential
- Further develop best practices
Frequently Asked Questions About Recurring Processes
Answers to the most important questions about process standardization and automation
Particularly suitable are repetitive processes with clear steps such as onboarding, reporting, quality checks, approval processes or regular reviews. Creative or highly individual activities are less suitable.
Templates are highly flexible and can be adapted to specific requirements. Parameters, steps and workflows can be modified while maintaining core structure and quality standards.
WORKSPACE.PM offers Microsoft Teams webhook integration for automatic notifications. Further extensive integrations are available via API v2 as an addon, which provides a comprehensive read and write API with webhooks.
WORKSPACE.PM offers recurring Kanban tasks with configurable cycles (weekly, monthly, yearly). Automation cards can create tasks at specific intervals, with linking to the original card and copied basic data.
Containers have reporting functions with traffic light system for status (schedule, costs, performance). Project reports are communicated to the PMO and include progress, risk level and KPI tracking for continuous improvement.