Freeze what the customer accepted
Keep the decision contact, quoted outcome, exclusions, assumptions, validity point and accepted document reference attached to the commercial record.
Workflow blueprint
CRM and project management software for a clean delivery handoff
A promise-to-work blueprint that keeps the won opportunity intact while delivery accepts a separate, reviewable baseline.
Connect customer context to owned outputs and change decisions without claiming resource planning, Gantt scheduling, time tracking, portfolio control or automatic project creation.
TL;DR — Connect customer context to owned outputs and change decisions without claiming resource planning, Gantt scheduling, time tracking, portfolio control or automatic project creation.
Authorise a delivery baseline
Translate each promise into an output with a delivery owner, acceptance evidence, dependency and start gate before any execution status appears.
Decide changes outside the original promise
Record new requests with their effect on outputs, timing and price, then link the approved or rejected decision without rewriting the won deal.
Close delivery and return context to CRM
Confirm acceptance evidence for the agreed outputs and add the follow-up opportunity or support need as a new relationship event.
Page-specific decision aid
An accepted-promise to delivery-baseline handoff charter
The charter follows a reporting engagement from the signed quotation to four delivery outputs. It names the customer approver, preserves two exclusions and blocks the start while a source-system owner is missing. A later historical migration request enters change review and cannot alter the original baseline until its effect and price are accepted.
- ✓A won deal is not proof that delivery may start.
- ✓The baseline translates promises without overwriting their source.
- ✓A new request remains outside scope until its decision is recorded.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Accepted commercial promise remains unchanged after handoff
- ✓Delivery baseline has separately named outputs and owners
- ✓Scope changes preserve their request and decision evidence
- ✓Resource planning, schedules, time tracking and portfolio claims excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow