BUSINESS PROCESS
Analyze those processes and optimize them through tried-and-true process improvement practices.
User Defined Forms
DIGITIZE YOUR WORKFLOW TRACKING!
User Defined Forms!
Problem : Still using paper or Excel documents to track various items like payment status, completion status? Still having Route cards or travel cards in your production processes? Difficulty updating project status? Difficult reporting work done for other departments?
New approach: User Defined Forms!
Easy way to go digital on any business process tracking items using HTML forms
– Project tracking
– Daily updates
– Tracking effort logs
– Tracking vendor performance
– Report cards requiring input from multiple sources and lots of more use cases.
Editable by many users at the same time.
• Lock Form on completion
• Print in friendly Docx template associated with the Form!
Dynamic Workflow
Send for approval - intent is for many people to review, comment, change document and then provide final approval Dynamic Workflow.
Use case:
The default starting state for this document will be the ‘Draft’ Document will then be going through multiple ‘approval’ stages like ‘Legal Approved’, ‘Sales Approved’, ‘CEO Approved’, or ‘revision required’ stages before it goes to the final ‘Approved’. Based on user/group permissions, they can move documents from one state to another – forming a chain to go from ‘Draft’ to ‘Approved’.
