Introduction
The Wovex Workflow is a powerful navigation aid designed to help you efficiently manage benefits and track progress across projects. You can access it via the Workflow icon on the navigation bar at the top of the screen.
This pop-up workflow is available on any screen, guiding you through essential tasks and ensuring you stay on top of your value management responsibilities.
The workflow is structured into three key areas:
Clarity on Value – Identifying and managing benefit-related data
Evidence of Value – Reviewing status and tracking progress
Progress with Value – Reporting on benefits and value realisation
Your access to these features will depend on your role and your organisation’s Wovex plan. Some sections may be greyed out if they are not included in your plan.
Add a feature here or ask your environment owner about upgrading.
Each feature within the Workflow provides direct links to key support articles, ensuring you always have quick access to guidance on how to use and maximise each function.
The three work areas on the Workflow
1. Clarity on Value – Identifying and Managing Data
This section helps you identify, define, and organise benefits, measures, and other critical project elements.
1. Identify and Define Key Elements: Use Benefit and Measure Packs in your Workspace to create structured data items quickly.
Leverage AI for Analysis: Automatically extract benefits from existing text documents using AI-powered analysis.
Map and Structure Information: Create Maps to visually organise data, fostering alignment on key priorities.
Manually Add Data: Enter new benefits and measures directly into the Workspace.
2. Manage Key Details: Utilise consistent detail screens for benefits, goals, and measures.
Edit Maps for Clarity: Visually represent cause-and-effect relationships to better understand how initiatives impact benefits.
Establish Value Agreements: Define expectations on when initiatives will start delivering value, detailing which benefits will be realised at each phase.
2. Evidence of Value – Tracking and Reporting Benefit Realisation
This section supports data collection, reporting, and assurance activities.
Review Delivery Status: Track initiatives, benefits, and measures in real time.
Enter Tracking Data: Log performance metrics over time to measure benefit realisation.
Visualise Performance: Explore trends through dynamic graphs, helping you spot insights and patterns.
Conduct Live Assurance Sessions: Engage stakeholders in real-time assessments of initiative health and benefit delivery.
Filter and Analyse Data: Sort items by start and end dates to prioritise benefits that require immediate attention.
Track Actual Performance: Monitor progress via sparklines and ensure benefits stay on course.
Standardise Data Entry: Define data collection requirements, including frequency and reporting timeframes.
Leverage Built-in Calculations: Reduce manual effort with automated computations for forecasts and targets.
Capture Tracking Data Centrally: Whether through manual input, API integration, or a distributed data collection approach, Wovex ensures your tracking data is accurate and up to date.
3. Progress with Value – Advanced Reporting and Governance
This section enables advanced reporting and visualisation, ensuring governance processes are streamlined.
Workbooks: Automatically generate spreadsheets with multiple periods of tracking data, grouped by category with automatic totals.
Custom Reports & Dashboards: Use BI tools to generate advanced visualisations, and provide Red, Amber, Green (RAG) statuses for benefits and measures based on your thresholds.
Financial & Non-Financial Analysis: Compare cost-benefit ratios and track financial trends.
Side-by-Side Programme Comparisons: Compare different workstreams and their impact over time.
Custom Dashboards: Quickly design tailored reports for various audiences and governance needs.
Repeatable Governance Reporting: Meet regular reporting requirements with structured, time-saving processes.
How the Wovex Workflow Supports You
The Wovex Workflow is designed to streamline benefit management, ensuring a structured and repeatable approach to tracking, analysis, and reporting. Here’s a detailed breakdown of its key components:
Clarity on Value
Mapping allows you to:
Mapping Benefits and Initiatives
Create and refine Maps to visualise how initiatives drive strategic outcomes.
Align benefits, measures, and goals to ensure clarity on expected outcomes.
Use Maps in Workshops for collaborative benefit planning and stakeholder alignment.
Share and publish maps for discussion and feedback, supporting iterative improvements.
Have an agreed one-page summary of your benefit realisation.
Maps are optional but they help:
Identify and agree on expected benefits and responsibility
Test the scope of a change and its value
See interdependences and avoid double counting of benefits
The Workspace: A Centralised Hub
Capture, categorise, and refine benefits and measures using structured detail screens.
Organise all benefit-related data in a single, secure Workspace.
Apply filters and search tools to quickly locate specific benefits or measures.
Use Edit All mass-editing tool to update multiple fields simultaneously, saving time.
Prepare for tracking by auto linking initiatives to their expected impact measures.
Define relationships between initiatives, benefits, measures, and goals.
Add key contacts for reporting and tracking purposes.
Value Agreements: Setting Expectations
Define expected benefit delivery timelines and responsibilities before formal tracking begins.
Establish a clear record of approvals, ensuring accountability across teams.
Plan for future tracking, transitioning seamlessly into measurement and reporting.
Evidence of Value
Delivery Status - Tracking Delivery and Performance
Assess Initiative and Benefit Health Status: Identify issues early and take corrective action.
Monitor delivery forecasts: Review project benefits schedules and ensure benefit realisation with status and sparklines.
Enhance Assurance Activities: Use structured review sessions to validate progress with owners or sponsors.
Measure Impact with Data: Move from subjective health assessments to evidence-backed benefit tracking.
Review all live status updates in one simple screen for Initiatives, Benefits and Measures.
Tracking Data And Calculation Engine
Centrally collect and review all evidence of what is impacting benefits performance with consistent calculation approaches.
Collect tracked measures data over multiple periods automatically.
Use calculation setup wizards to define consistent approaches to measurement.
Define frequency and timeframes for tracking measures.
Review and drill into Tracking Data for all time-periods. See gaps, validate entries and add notes
Adjust forecasts dynamically as new data emerges.
Ensure governance compliance by validating and documenting evidence of performance.
Build the data you need for the level of visualisation and reporting your organisation requires.
With Add-ons you can collect data from multiple sources, including API integrations, and Data Collector features.
Visualisations
Use built-in charts (line graphs, bar charts, pie charts) to monitor trends.
See what is being delivered for each Benefit or Cost-Benefit Ratio for Initiatives.
Use filters and date ranges to select the data you want to see.
Compare initiatives to determine the most effective strategies.
Share reports with stakeholders for enhanced transparency and decision-making.
Progress with Value
Workbooks
Auto-generate standard analysis spreadsheets.
See multiple periods of tracking data, grouped by categories, with automatic totals.
Create sheets with no financial knowledge.
Use standard financial ratios, totals and analysis in spreadsheet-like outputs.
Build your own analysis and scenarios with building blocks.
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
Create templated dashboards for calculated values and Red, Amber, Green statuses of measures and their benefits.
Provide a single status for value delivery, underpinned by trends and highlights from key project areas and benefits.
Drill down into the performance of a specific measure to see details.
Mix financial and non-financial measures side-by-side.
Compare workstreams or programmes side-by-side on current and previous performance using key measures and benefits.
Meet regular benefit governance reporting requirements with a repeatable, time-saving approach.
Design and customise dashboards quickly from captured data for different audiences.
Final Thoughts
The Wovex Workflow is designed to make value management intuitive and efficient. By guiding you through each stage—from identifying benefits to tracking and reporting performance—Wovex ensures that your organisation stays aligned with its strategic goals. With its structured approach, automation capabilities, and visualisation tools, the Workflow simplifies benefit realisation, reduces administrative burden, and enhances collaboration.
Take full advantage of the Workflow to streamline processes, improve decision-making, and maximise value realisation in your projects. Explore its features today and see how Wovex can transform the way you manage benefits.