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Four Steps to Process Automation
Using the intuitive graphical interface, define the data elements needed. Push and pull data from a variety of sources.
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In the same graphical environment, layout the forms and drop in the data elements defined earlier.
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Work items can be as simple or sophisticated as you need with the ability to embed:
- Images
- Web Links
- Embedded browser windows
- Links to other applications
- Access documents or other content
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In a Visio-like environment, create the process flow, determine who will be receiving the work and embed any communications that are needed to complete the process:
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Leverage thousands of external web services from companies like experian, Amazon.com, Kinko's, and CARFax to perform credit checks, process orders, print documents, or confirm auto details. Web services also allow you to access many internal applications including SAP, MS CRM, Oracle, Salesforce.com and SharePoint.
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As process flows are kicked off, users start receiving the work in the same desktop application that they use for business communications. Work items show up in a "My Work Items tab" and different types of work items can be grouped into different tabs. If an end-user doesn't act on an assignment within a pre-defined period of time, it can be taken back and assigned to a different user.
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Real-time views provide management, operations or anyone else a complete view of each process, who is working on it, how long and where any bottlenecks might be.
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