Phase 1: Requirement Analysis & Planning
Identify business needs (budgeting, reporting, approvals)
Define software stack, priorities, timeline
Phase 2: File & Contract Management
Smartsheet file templates
Google Drive/OneDrive integration
DocuSign/PandaDoc contract workflows
Phase 3: Budget & Progress Management
Budget templates & Gantt charts in Smartsheet
Zapier: QBO to Smartsheet sync
Progress dashboards & Slack/Teams notifications
Phase 4: Cash Flow Management
Dext integration with QBO
Smartsheet templates for cashflow tracking
Power Automate for cashflow reporting
Phase 5: Approvals, Bills, Revenue Recognition
Budget-cashflow alignment via Smartsheet
Automated approval workflows (Dext + QBO)
Smartsheet dashboards for bills & payments
QBO revenue recognition automation
Phase 6: Cost Control & KPI Analysis
Smartsheet cost tracking templates
Power BI integration with QBO & Smartsheet
KPI dashboards with variance alerts
Phase 7: Multilayer Approval Automation
Role-based approval rules in Smartsheet
Power Automate for conditional workflows
Zapier for syncing approval outcomes
Phase 8: Testing & Optimization
End-to-end integration testing
User feedback collection and refinement
Phase 9: Training & Deployment
Phased rollout of the full system
Phase 10: Continuous Improvement
Ongoing performance review
Workflow optimization and scalability