[ START WITH ONE LIVE PROJECT ]
Choose a coordination workflow.
Define what “done” means.
Vera does not take over the project. Start with one bounded workflow, one named approver and one visible completion state.
WORKFLOW / 01REGISTERS & RFIS
Register and RFI maintenance
Keep action, RFI, submittal and decision registers current from your notes—logged, chased within your team and ready for your review.
- START
- Your register template and the team's notes
- DONE
- Registers current and statuses ready for publication
- HUMAN
- Every register publication
WORKFLOW / 02MINUTES & LOOK-AHEADS
Meeting minutes and look-aheads
Draft minutes, action lists and weekly look-aheads from your notes and templates—issued only when your PM releases them.
- START
- Meeting notes and your templates
- DONE
- Minutes and look-ahead drafted for issue
- HUMAN
- Every issue and every outbound chase
WORKFLOW / 03DOCUMENTS & HANDOVER
Document coordination and handover
Track revisions, review status and transmittals, and prepare handover indexes so close-out is a checklist, not a scramble.
- START
- Your document register and the team's submissions
- DONE
- Handover index prepared for review
- HUMAN
- Every submission and every external commitment
Connects read-only to Microsoft 365 or Google Workspace (Excel, Sheets, Word, Docs, Drive, Calendar), your Trello, Asana or Jira-class board, and email. Client PMIS and document-control platforms are typically portal-bound, so Vera works deliverable-first: registers and documents are produced and maintained in Office or Sheets and delivered to your team for upload. Nothing is published, sent or submitted without your PM's approval.
A managed system, not a rotating seat: audited approval boundaries and no seat handover to manage. Vera works the coordination layer between the team's work and the client's systems—registers, minutes, look-aheads and handover indexes—while every engineering, safety, contract and pricing decision stays with your team.