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    Stage-Gate Process Software

    Most organizations define a Stage-Gate processFew enforce it

    Cerri Project formalizes gate criteria, validates decision readiness, and creates full decision traceability - turning Stage-Gate into an operational control system.
    • Enforce structured gate criteria before projects advance
    • Measure decision readiness with explicit evidence requirements
    • Prevent unresolved risks from passing through gates unchallenged

    Trusted by leading organizations worldwide

    ABBSchottBühlerSchneider ElectricBentley MotorsSickThyssenKruppHitachiDaimlerLorenz Snack-WorldNutra-FloRémy CointreauABBSchottBühlerSchneider ElectricBentley MotorsSickThyssenKruppHitachiDaimlerLorenz Snack-WorldNutra-FloRémy CointreauABBSchottBühlerSchneider ElectricBentley MotorsSickThyssenKruppHitachiDaimlerLorenz Snack-WorldNutra-FloRémy Cointreau

    The Stage-Gate® discovery-to-launch process

    Stages are where cross-functional project work happens. Gates are where Go/Kill investment decisions are made. Together they form a disciplined pipeline from idea to market.

    The Stage-Gate process — also known as the phase-gate or stage-gate model — is a structured approach to project and product development that divides work into defined stages separated by formal decision gates. At each gate, stakeholders evaluate readiness, risk, and strategic alignment before committing to the next phase — ensuring investment decisions are made deliberately, not by default.

    Ideation

    Discovery

    Identify new business opportunities and generate ideas for products, services, or technologies.

    Opportunity identification
    Idea generation
    Strategic alignment check
    G1
    Gate 1Initial screen, does the idea merit investigation?
    Go
    Kill
    Hold
    Recycle
    Stage 1

    Scope

    Quick, inexpensive preliminary investigation to define the concept and assess feasibility.

    Preliminary market assessment
    Technical feasibility review
    Initial concept definition
    G2
    Gate 2Second screen, is the concept worth a detailed business case?
    Go
    Kill
    Hold
    Recycle
    Stage 2

    Business Case

    Detailed investigation leading to a business case with product definition and project justification.

    Detailed market research
    Technical assessment
    Financial analysis & plan
    G3
    Gate 3Go to Development, approve the business case and development plan.
    Go
    Kill
    Hold
    Recycle
    Stage 3

    Development

    Detailed design and development of the new product and the production process.

    Product design & engineering
    Prototype iterations
    Operations process design
    G4
    Gate 4Go to Testing, is the product ready for validation?
    Go
    Kill
    Hold
    Recycle
    Stage 4

    Test & Validate

    Trials in the marketplace, lab, and field to verify the product, marketing plan, and readiness.

    In-market testing
    Lab & plant trials
    Beta prototype validation
    G5
    Gate 5Go to Launch, final investment decision before commercialization.
    Go
    Kill
    Hold
    Recycle
    Stage 5

    Launch

    Full-scale production, marketing, and selling. Transition to product lifecycle management.

    Full-scale production
    Market launch execution
    Post-launch review

    Every Gate Produces a Structured Decision

    GoProceed to next stage
    KillTerminate the project
    HoldPause until conditions change
    RecycleReturn to a previous stage

    With documented rationale, assigned accountability, and approved action plans at every gate.

    Is your Stage-Gate process truly enforced?

    If these issues sound familiar, structured gate discipline makes the difference.

    In organizations running a Stage-Gate process

    • Gate criteria differ across projects
    • Projects advance before risks are validated
    • Decisions lack consistent documentation
    • Resource commitments are not confirmed at gates
    • Financial reviews sit outside lifecycle progression
    • Reporting depends on manual consolidation

    In organizations implementing a gated model

    • Lifecycle phases lack clear transition controls
    • Gate criteria are defined but not measurable
    • Decision authority is unclear or inconsistent
    • Cross-functional alignment breaks down at review points
    • Administrative burden discourages adoption
    • Enforcement varies across departments

    Not sure where your process breaks down?

    What structured Stage-Gate control requires

    Stage-Gate delivers value only when it is consistently enforced across gate criteria, decision validation, and readiness assessment - and when every decision is traceable.

    Structure alone is not enough. Decision control must be consistent and defensible.

    Structured lifecycle control

    • Defined phases and controlled transitions
    • Standardized templates across projects
    • No progression without formal validation

    Disciplined gate control

    • Measurable gate criteria
    • Documented decision rationale
    • Accountable approval authority
    • Structured review before advancement

    Validated resource commitment

    • Confirmed capacity before commitment
    • Visibility into cross-project allocation
    • Prevention of overcommitment

    Controlled financial oversight

    • Budget checkpoints aligned to phases
    • Forecast vs actual visibility
    • Investment validation before progression

    Decision traceability

    • Formally recorded gate approvals
    • Traceable decision history
    • Version-controlled plans and risks
    • Restricted, role-based visibility

    When audit or certification requires proof, your governance is backed by documented evidence.

    How Cerri Project embeds Stage-Gate control into daily execution

    Cerri Project does not document your Stage-Gate process — it operationalizes it. Stage-Gate project management is embedded into how decisions are validated and recorded, and how risk and investment are controlled across portfolios.

    01

    Connected gate and task execution

    Gates and detailed task plans are managed within the same structured framework. Milestone readiness reflects underlying execution progress - not manual reporting.

    02

    Executive and operational alignment

    Portfolio dashboards and task-level execution operate from the same system of record. Leadership oversight and project delivery stay fully aligned.

    03

    Auditable decision tracking

    Gate approvals, plan changes, and key decisions are recorded with traceable history - providing documented evidence for governance reviews, internal audits, and certification requirements.

    04

    Integrated risk lifecycle management

    Risks are identified, scored, mitigated, and monitored within the project structure - with structured status progression and visibility at both project and portfolio levels.

    05

    Cross-program visibility

    Programs, product lines, and portfolios are structured hierarchically - enabling consolidated roadmaps, cross-project milestone dependencies, and aligned gate planning across initiatives.

    06

    Role-based decision control

    Access and visibility are configured by role and organizational structure, ensuring secure segmentation across divisions and programs.

    Need a Stage-Gate template to structure your process?

    Use our Stage-Gate template to define lifecycle stages, gate reviews, approval checkpoints, and decision criteria across your project pipeline. Whether you are formalising a new Stage-Gate process or improving an existing one, the template provides a practical starting framework adaptable to different project types and environments.

    Explore the Stage-Gate template

    Built for complex project environments

    Built to support the governance complexity of organisations running structured, multi-project programmes - across divisions, user roles, and deployment environments.

    Decision control that scales with your organization

    As programs grow across divisions and geographies, governance discipline must scale with them - not depend on manual oversight.

    • Role-based access ensures the right people see the right information - nothing more
    • Contributor and reviewer permissions enforce separation of duties at every gate
    • Leadership dashboards provide visibility without requiring system access or admin rights

    Deploy on your terms

    For regulated organisations with strict data governance requirements, Cerri Project supports full deployment flexibility — without compromising functionality or control.

    • On-premise, private cloud, or hybrid - your infrastructure, your choice
    • Aligned with enterprise security policies and IT governance requirements
    • Full data sovereignty - your data stays within your jurisdiction and control

    See how it works in your environment

    Making Stage-Gate decision readiness explicit and measurable

    Decision readiness is the core concept that separates effective Stage-Gate from ceremonial governance. Cerri Project makes readiness visible, structured, and enforceable.

    Each gate defines specific criteria that must be met before a project can advance. These criteria are configured per project type and can evolve as the organization matures.

    Evidence requirements are explicit. Teams must attach documentation, test results, risk assessments, or approval records, not simply check a box.

    Readiness dashboards show the status of each criterion before a gate review occurs. Reviewers arrive prepared, with a clear picture of what is complete and what is outstanding.

    Conditional approvals are tracked. When a project advances with conditions, those conditions are recorded and monitored until resolution.

    G3
    Gate 3 readiness
    Review pending
    Decision readiness score60%
    3 of 5 criteria metThreshold: 80%
    Market validation completeComplete3 docs
    Technical risk assessmentComplete2 docs
    Cost model finalisedIn progress1 doc
    Regulatory pre-checkMissing0 docs
    Supply chain readinessComplete4 docs
    Open conditions from Gate 2
    Supplier qualification audit
    Updated FMEA review
    Readiness is measured before reviewers convene - not after
    "We chose Cerri Project because it provides very good project planning and tracking. After a year live, we saw great improvement in project documentation and project tracking."
    Bühler Motor

    Gate checkpoints and decision flows

    A well-designed Stage-Gate process follows a predictable structure: define criteria → gather evidence → assess readiness → make a decision → record the outcome.

    Discovery Gate: Validate the opportunity. Confirm market need, strategic alignment, and preliminary feasibility before committing resources to investigation.

    Feasibility Gate: Assess technical and commercial viability. Require evidence of concept validation, risk identification, and resource estimation.

    Development Gate: Approve transition to full development. Confirm that design specifications, supply chain considerations, and quality requirements are documented.

    Launch Gate: Final decision before market or production release. Require completed validation, regulatory compliance, and go-to-market readiness.

    Each gate produces a structured decision: Go, Kill, Hold, or Recycle, with documented rationale and assigned accountability.

    SG
    Gate checkpoint flow
    4 gates
    Decision flow
    Define criteria
    Gather evidence
    Assess readiness
    Make decision
    Record outcome
    G1
    DiscoveryMarket need confirmed
    Go
    G2
    FeasibilityTechnical viability validated
    Go
    G3
    DevelopmentDesign specs under review
    Hold
    G4
    LaunchAwaiting prior gate
    Possible outcomes
    Go
    Kill
    Hold
    Recycle
    Every gate produces a structured decision with documented rationale

    "Hitachi Aqua-Tech's projects are rapidly growing in volume and stretching the limits of its current resource pool. We selected Cerri Project as our PPM solution of choice to help increase project efficiency."

    Boey Kok Chin
    Asst. General Manager - Engineering
    Hitachi Aqua-Tech

    See how it works in practice

    Join organizations running disciplined Stage-Gate governance

    Move Stage-Gate from theory to operational discipline

    Evaluate how Cerri Project enforces structured gate criteria and traceable decision-making.

    Stage-Gate process - frequently asked questions