Flow

Projects

Structured initiatives - ERP migrations, new entities, M&A integration - modeled the way your team already works.

WorkTiles holds the structure of your project work the same way it holds your close - with steps, owners, dependencies, and gates. When the project ends, the workflow converts into operational structure. No translation, no rebuild.

An ERP implementation modeled in WorkTiles - same structure as the close, scoped to the project.

How this flow runs in WorkTiles

  1. 01

    Structure the project as a workflow

    ERP migrations, new entity setup, system implementations, IPO readiness, M&A integration - model the project the way you'd model the close: steps, owners, dependencies, deadlines.

  2. 02

    Phases unlock as work completes

    Discovery, design, build, test, cutover - each phase has its tasks and gates. When a gate is approved, the next phase unblocks. The project doesn't move forward until it's ready to.

  3. 03

    Cross-functional owners, one view

    Finance, IT, operations, and external consultants all work in the same project workspace. Each sees what's theirs. Leadership sees the whole project without asking for status.

  4. 04

    Risks and decisions stay in context

    A risk on a step lives on the step. A decision about scope is captured next to the work it affected. The project history is the project - not a separate slide deck.

  5. 05

    When the project ends, the structure remains

    A new ERP becomes the recurring close workflow. A new entity becomes the next set of monthly reconciliations. The project's structure converts into operational structure without translation.

What's different about running it here

Same model as the close

Your team already knows how to work in WorkTiles. Project work uses the same workflow primitives - owners, deadlines, dependencies, statuses. No new tool to learn.

Cross-functional without cross-tool

Finance, IT, ops, consultants - all in one workspace. No "can you screen-share what you're seeing?". Everyone sees the same board.

Decisions and risks captured in place

When a project decision is made, it lives on the step it affected. When a risk is identified, it lives where the work is. The project doesn't live in a separate deck.

Project structure becomes operational structure

The implementation workflow for a new ERP becomes the maintenance workflow. The setup of a new entity becomes its monthly close template. The project doesn't end with handoff; it converts.

Run finance with less friction.
And more control.

Book a 30-minute demo. We'll show you the close, the recurring work, and how onboarding actually goes.