Stage Management
Organise your Records through Business Process Stages with required data and auto workflow triggers. Control your information life-cycle.
SharePortals lets you design step-by-step processes so records move through your business exactly as intended. Each stage enforces the right data capture and approvals, helping teams follow consistent rules without extra policing.
Take Direct Control of Your Business Workflows and Processes
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Configure 'required data' before a record can progress, reducing incomplete or inaccurate information.
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Trigger automated workflows on entry or exit from a stage, ensuring handovers and follow-ups never slip.
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Connect with Microsoft Power Automate to run wider tasks such as approvals in Teams, sending customer updates, or creating linked records automatically.
The Key Benefits of Stage Management in SharePortals
With SharePortals, leverage intuitive tools that facilitate end-to-end process design - enhancing the accuracy and consistency of your team with automated workflows and a strategic level of overall visibility.
Accuracy
Enforce capture of critical information before moving forward.
Consistency
Apply the same business rules across teams, reducing errors and rework.
Visibility
Use Kanban views to see progress across multiple records and spot bottlenecks early.
Automation
Let SharePortals and Power Automate handle the admin, so staff focus on higher-value work.