CoPiloteFlow — Whitepaper
CoPiloteFlow assists Project Managers and functional leads across data projects, automating key lifecycle actions from early scoping to delivery.
Prepare workshops (objectives, agenda, materials), run them with business stakeholders and automatically capitalize outputs: data dictionary, generated data‑model diagram and created tasks.
During delivery, control remains smooth: backlog tracking, traceability and automatic monitoring of dictionary changes — without mobilizing the client. The tool is used by the project manager; the client receives the usual deliverables, generated automatically.
In short: an operational co‑pilot to drive a data project’s lifecycle, align stakeholders and secure delivery.
What CoPiloteFlow solves
- Scoping and workshop preparation: objectives, agenda, attendees, materials
- Automatic capitalization of exchanges to build a reliable data dictionary
- Standardized deliverables and fewer back‑and‑forth between teams
- Backlog steering and shared vision across business/functional/engineering
- Managing changes: tracking updates and their impact on the data dictionary
Key strength: from workshop to delivery, without gaps
CoPiloteFlow connects workshops, modeling and execution. Avoid information loss and keep continuous traceability of decisions.
- Guides and templates to prepare and run workshops
- Structured and versioned data dictionary
- Automatic generation of the diagram / data model
- Backlog and tasks aligned with business needs
- Change tracking during the delivery phase
Key features
- Workshop preparation (checklists, objectives, materials)
- Running workshops with business stakeholders (structured capture)
- Creation and maintenance of the data dictionary
- Automatic creation and maintenance of the data model (diagram)
- Tracking tasks directly linked to deliverables
- Statistics dashboard, best‑practice monitoring and alerts
- Delivery tracking dashboard for tasks and risks, exportable to JIRA
- Integration via Excel export and diagram export in draw.io format for legacy tools (e.g., Jira)
- Mapping suggestions with popular ERPs (SAP, etc.)
- Automatic tracking of dictionary changes during delivery
Pricing
SaaS mode
Suitable for freelancersMonthly billing per project, no commitment.
Suitable for freelancers and small teams
- Start and stop whenever you want, at the monthly term.
- Add projects on demand (billed per active project).
- One session allowed per user.
- Onboard teammates to your project on demand.
- Optional onboarding and assistance packages.
On‑prem (for companies)
EnterprisePlease contact us for sales conditions (on‑premises deployment via Docker).
Download the whitepaper
Get our whitepaper to structure workshops, the data dictionary and secure delivery.
