Delivery Process
A repeatable delivery process from kickoff to client approval, so quality is consistent.
#Business goal
Deliver consistent quality and get work approved efficiently.
#When to use this
For every client engagement.
#At a glance
| Detail | Value |
|---|---|
| People involved | Delivery lead, project team |
| Departments used | Operations, Delivery |
| Modules used | Projects, Deliverables (client portal) |
| AI used | Operations Agent summarizes status; you decide |
| Recommended timeline | Per engagement |
| Prerequisites | Projects module access; Active projects |
#Step-by-step process
1
Plan the work
Break the engagement into tasks and milestones.
2
Execute and track
Do the work, keeping statuses current.
3
Share deliverables
Send work to the client through the portal.
4
Get approval
The client reviews and approves deliverables in the portal.
#Decision points
Decisions to make along the way
- Is the deliverable ready for client review?
- What feedback needs another pass?
#Approval points
Human approval required
- Clients approve deliverables in the client portal before work is considered accepted.
#Success metrics
- First-pass approval rate
- On-time delivery
#Best practices
- Share deliverables through the portal for a clear record.
- Track statuses so nothing stalls.
#Common mistakes
- Delivering outside the portal with no record.
- Skipping internal review before client review.
#Realistic example
In practice
The team completes a milestone, shares the deliverable via the client portal, and the client approves it — creating a clean, auditable record of acceptance.
#Related documentation
Website Project SOP
Agency delivery.
Client Review
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
Was this page helpful?