Skip to main content
All CollectionsTips and Tricks
Introducing the Wovex Workflow
Introducing the Wovex Workflow

The pop-up workflow available on any screen to help you do the jobs you need to do in Wovex.

Hannah McBain avatar
Written by Hannah McBain
Updated this week

The Wovex Workflow

The Workflow is a powerful navigation tool designed to help you focus on what matters most—delivering and managing value effectively. Whether you’re identifying opportunities, tracking progress, or reporting outcomes, the Workflow ensures you can move quickly between areas of work and stay organised.

You can access the Workflow from the navigation bar at the top of any screen, making it easy to find your way and see your progress. It adapts to your specific role and subscription, ensuring that only the features you need are in focus, while others are greyed out.


The Three Key Work Areas

The Workflow is structured into three core areas to help you manage value in a clear, logical sequence:

  1. Clarity on Value
    This area focuses on identifying and understanding the value your work aims to deliver. It helps you define, organize, and visualize the benefits, measures, and initiatives that matter most.

  2. Evidence of Value
    Here, you focus on monitoring and validating the progress of your initiatives and the value they deliver. By tracking performance and analyzing results, you can confidently assess the impact of your efforts.

  3. Progress with Value
    This area enables you to report on progress efficiently and effectively. With tools to automate reporting and build insights, you can meet governance needs and communicate outcomes clearly.



How the Wovex Workflow Supports You

The Workflow streamlines your work into logical steps, helping you achieve clarity, evidence, and progress:

Clarity on Value

  • Gain a clear understanding of your benefits and goals.

  • Identify key data items such as benefits, measures, and initiatives.

  • Use visual maps to see relationships, avoid duplication, and align initiatives with strategic objectives.

  • Test the scope of a change and its value.

  • See interdependences and avoid double counting of benefits.

  • Identify and agree on expected benefits and responsibilities.

  • Prepare for tracking by defining which measures you expect to be impacted by which Initiatives.

  • Develop Value Agreements that document expected outcomes, timelines, and responsibilities, setting a foundation for tracking results later.

  • Agreements act as a record of approvals and set responsibilities for benefits delivery.

  • Value Agreements are the first step in considering moving onto Evidence and tracking the value as it is realised.


Evidence of Value

  • Monitor the health and progress of your initiatives and benefits.

  • Collect and validate performance data for your measures.

  • Identify issues, gaps, and trends to improve decision-making and meet milestones.

  • Use visual tools to explore results over time, helping you understand what’s on track and where to act.

Tracking Data allows you to:

  • Centrally collect and review evidence of what is impacting benefits performance.

  • Use standard built-in calculation approaches to reduce effort and error.

  • Change forecasts and targets on the fly and adapt plans as evidence emerges.

  • Manage others collecting data with the Data Collector feature or Manage APIs with the Advanced Data Management add-on.

Visualisations allow you to:

  • See what is being delivered for each Benefit or Cost-Benefit Ratio for Initiatives

  • Create auto-dashboards of benefits and their measures over time with line graphs, pie and bar charts.

  • Share with others and add to favourites for easy access.


Progress with Value

  • Simplify reporting with automated dashboards and analysis.

  • Present financial and non-financial outcomes clearly for different stakeholders.

  • Compare performance across teams, projects, or time-periods.

  • Support governance cycles with repeatable, accurate insights.

Workbooks allow you to:

  • Auto-generate standard analysis spreadsheets.

  • See multiple periods of tracking data, grouped by categories, with automatic totals and financial ratios, in spreadsheet-like outputs.

  • Create sheets with no financial knowledge.

  • Show financial and non-financial values over time, using the time-periods you want.

  • Easily compare different higher and lower cost and benefit scenarios.

Dashboards allow you to:

  • Provide a single status for value delivery of any kind, underpinned by trends and highlights from key project areas and benefits.

  • Mix financial and non-financial measures side-by-side.

  • Meet regular benefit governance reporting requirements with a repeatable, time-saving approach.


Supporting Your Journey

Each area of the Workflow connects to practical tools and support to help you succeed. Wherever you are in managing your benefits, Wovex provides:

  • A consistent, easy-to-follow structure for identifying, tracking, and reporting value.

  • Visibility of your progress and priorities.

  • A central place to navigate and focus on the tasks that matter most.

If you need access to additional features or capabilities, explore our plans and pricing or speak with your environment owner about upgrades. The Workflow ensures you can always find your way, achieve your goals, and communicate value effectively.


Did this answer your question?