Project manager
Delivery director
Quality assurance manager
Creative director
Professional services lead
Account manager
When project milestones produce deliverables requiring review. When client-facing work products need quality approval. When contractual deliverables must meet specification before submission. When internal quality standards must be verified. Ideal for professional services, agencies, consulting firms, and any project-based organization.
Project teams create deliverables and submit for review. Quality reviewers assess against standards and requirements. Subject matter experts validate technical accuracy. Management approves for client release. Account teams coordinate client communication.
Consistent deliverable quality through structured review before release Reduced client revisions by catching issues before submission Clear release authorization with documented approval for each deliverable Protected client relationships through reliable quality standards
Your version of this process may vary based on roles, systems, data, and approval paths. Moxo's flow builder can be configured with AI agents, conditional branching, dynamic data references, and sophisticated logic to match how your organization runs this workflow. The steps below illustrate one example.
Deliverable submission
The process begins when a project team submits a deliverable for approval, including the work product, requirements reference, and any notes on approach or constraints. AI agents may validate completeness against the deliverable specification.
Quality review
Quality reviewers assess the deliverable against defined standards, checking for accuracy, completeness, formatting, and adherence to requirements. They document findings and either approve or return for revision with specific feedback.
Technical validation
For technical deliverables, subject matter experts verify accuracy and appropriateness of solutions, recommendations, or outputs. They confirm the deliverable meets professional standards and addresses the stated requirements.
Management approval
Management reviews the deliverable in context of client relationship, project objectives, and business implications. They approve for release or request additional refinement. Significant deliverables may require senior leadership sign-off.
Release authorization
Approved deliverables are authorized for client submission. The approval record documents who reviewed and approved. The deliverable is handed off for client communication with appropriate context.
This process relies on deliverable files, requirements documentation, quality standards, and project context. Triggers include milestone completion, scheduled delivery dates, or team submission. Integration with project management tools like Monday.com, Asana, or Jira, document management systems, and client portals supports delivery operations.
Key decision points include determining whether the deliverable meets quality standards, whether it satisfies requirements, whether it is ready for client review, and whether any risks require mitigation before release.
Deliverables released without adequate review causing client issues. Quality feedback not specific enough for effective revision. Review bottlenecks delaying project timelines. Inconsistent standards applied across similar deliverables.
Orchestrates deliverable review across quality and management with clear handoffs
AI agents validate deliverable completeness against specifications
Tracks review feedback and revision cycles for process improvement
Maintains approval records for client billing and project documentation
