Workflow: Business Process Management Software
Electronic routing standardizes and expedites processes with rules-based automation
HOW WORKFLOW WORKS
The DocFinity® Workflow electronic document routing system is a job flow management software system that enables automated document processing while giving you control over the entire flow of work. Business process automation allows mechanization of repetitive manual processes and business tasks. Unlike some workflow vendors, DocFinity automated workflow technology makes business process administration and digital document sharing easier because you can customize the flow of work to suit your particular needs on a step-by-step basis, taking into consideration the special characteristics of your business and its customers. For those who are seeking a highly customized solution, our customizable workflow management software system helps you to streamline your existing workflows and processes for managing documents, ensuring your process automation is as effective as possible.
Each flow created is assigned one or more “rules” that consist of what action must take place, in what order, and which user or group of users is responsible for performing the action. When a document enters the system and is identified as a workflow document, the system will digitally distribute the electronic data or files so that the work automatically appears in the work list of the user or group of users assigned to the first action. When the action is marked as completed, the document is automatically routed to the next appropriate step and next user (or group of users) for the next phase of processing and so on, until all actions are complete. Web-based, online workflow process management technology makes administration easier. DocFinity Workflow lets you process work in accordance with your business rules, using the software system to handle on-site and remote job flow. The online workflow process system makes remote document distribution a breeze, and keeps projects moving.
Because action items can often be completed by any one of a number of people in a group, the DocFinity Workflow system allows you to assign groups to workflow actions. With “first in first out” (FIFO) distribution, the first available user in the group completes the action, marks it as complete, and allows the document to proceed to the next step. The customizable workflow application helps you identify bottlenecks electronically, and enables electronic e-document and data distribution, workflow process management and administration, group routing, and redistribution of tasks, which results in improved productivity and efficiency. Groups can contain one or more members. Electronic workflow process software also lets an organization assign action items to the person with the least amount of jobs to perform or flow to the next person of responsibility within the assigned workgroup. Workflow’s job flow technology system also takes into account employee vacation schedules and other real-life occurrences that can interrupt electronic routing in an automated document workflow. Managing transactions digitally is easy with remote access to DocFinity Workflow. Standardizing routine business processes and the ability to expedite document approvals with web-based job flow management means you can maximize your employees’ productivity with workflow. Global document and e-document distribution means your information and processes keep moving your business forward. Never again will a process be skipped or delayed because the paperwork sat on someone’s desk.
DocFinity Workflow is a valuable online business process and content management tool enterprise wide, as it also has the ability to trigger external applications. It can activate virtually any third-party application process to perform powerful decision logic functions. For example, a digital workflow could be configured to query a mainframe 3270 screen to get a financial number. The number could then be analyzed in an Excel spreadsheet using a complex formula. Electronic workflow process technology has the ability to interpret the results and decide who should receive the object. Integrated document management and workflow helps you achieve more with the applications and data you already own. It offers targeted solutions to your specific business challenges.
