Roadmaps are unique to Hivelight.
Think of roadmaps as next generation smart workflows or work plansworkplans.
Just like how you use template or precedent documents to complete common letters, emails, and forms, roadmaps act as a template set of tasks and milestones for completing common projects, services, and stages of work in your cases.
You can use the builtin standard library roadmaps. You can edit the standard roadmaps to make your own. Or you can convert the tasks and milestones of any matter in Hivelight into a roadmap.
This means that when you create a matter or enter the next stage of a case you can simply load the roadmap for that stage of work and the task board will automatically populate with all the necessary milestones and tasks. Once loaded, you can edit, delete, and add tasks and milestones as you please.
But roadmaps are smart. They remember the intervals between all the tasks and milestones. So when you load the roadmap, it will calculate all the due dates for you to ensure that all cases of the same type progress at the same pace.
But roadmaps get smarter than that. Roadmaps store the role and seniority of each team member allocated as an assignee or reviewer on each task. This means that when you load the roadmap it will automatically allocate the assignee and reviewer for each task to the appropriate members of the team who are running that matter.
But roadmaps get even smarter than that. Hivelight understands the hierarchy involved in professional services teams. This means that you can take a roadmap created with one team and apply it to another matter with a completely different team and it will
allocate the roles on each task to the appropriate people.
And yet the smarts in Hivelight go even further. You can take a roadmap created for one team with lots of roles and load it to a matter with a different and smaller team with only a fraction of those roles filled, and Hivelight will go up the chain finding the next most
appropriate person to serve as assignee and reviewer on each task.
Hivelight roadmaps make it easy to document your processes, delegate at scale, and standardise the pace at which your matters progress.