Stakeholder Communication and Reporting Process

Início do fluxo de trabalho/processo.

Fetch all active stakeholders and their contact details from the Stakeholder Data Model.

Retrieve upcoming milestones and completion status from the Project Progress Data Model.

Sum all 'Actual Cost' entries from the Expense Data Model to compare against the budget.

Calculate the percentage difference between the Budgeted Cost and the Actual Cost retrieved from the aggregation.

Create a new record in the 'Reports' Data Model containing the aggregated metrics and period dates.

Create a task for the Project Manager to review the generated report data for accuracy.

Update the 'Last Reported Date' in the Project Milestone Data Model to reflect the current reporting cycle.

Generate a formal, formatted report document using the data from the newly created Report Entry.

Send the generated PDF report and a summary of key metrics to the email addresses retrieved in the Stakeholder List.

Send a brief SMS notification to high-priority stakeholders if the Variance Percentage calculation exceeds a predefined threshold.

Create an entry in the 'Communication Log' Data Model to document that the reporting process was completed.

Create a task for the Account Manager to schedule a meeting if the report contains 'Red' status flags.

Fim do fluxo de trabalho/processo.