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Workflow
Just like the introduction of the assembly line once revolutionised manufacturing, workflow management systems can redefine the document flow of your business.
Workflow
Define any workflow wanted – a sequence of tasks assigned to anemployee / group of employees
Attach documents from the data repository to your workflow
Create documents using available templates
Share documents with employees on the basis of permissions granted
Configure e-mail notifications to be sent during a particular workflow
Modify running processes when needed
Monitor progress using the built-in notification system
how does it work?
Workflow Example:
Business Case
Managing the return of a product
using the Workflow Management System
Each process has its beginning and end
Each process can be triggered either by a system user or automatically
PRODUCT RETURN – PROCESS FLOW
Business Case
Each workflow includes user tasks; tasks are performed within special forms with read-only fields and fill-in fields
Business Case
PRODUCT RETURN – PROCESS FLOW
Adding attachments (e.g. from the ECM data repository) to consecutive user tasks –either automatically or manually
Business Case
PRODUCT RETURN – PROCESS FLOW
Task-related data and attachments can be shared on various stages of the workflow(e.g. during a task)
Business Case
PRODUCT RETURN – PROCESS FLOW
A task can result in a decision which influences the rest of the workflow – thenspecial gateways are used
Business Case
PRODUCT RETURN – PROCESS FLOW
Each task is assigned to a user or a group
Business Case
PRODUCT RETURN – PROCESS FLOW
E-mail notifications can inform about e.g. the status of a workflow in progress
Business Case
PRODUCT RETURN – PROCESS FLOW
The workflow can include system tasks. System tasks allow you to send or receive data from the ECM system or other external software
Business Case
PRODUCT RETURN – PROCESS FLOW
Workflow
Fast & failsafe processing of business documents
Optimising the document flow (getting rid of some unnecessary stages of a workflow, performing some activities simultaneously)
Data security thanks to access control measures
Full visibility – monitoring progress, eliminating bottlenecks
key benefits
