Workflow Function

Increased Transparency within Your Company

The workflow components group the processes into individual sub steps. First of all, the following need to be defined: Which employees are responsible for which tasks, within which periods do they have to complete these tasks and which prerequisites need to be fulfilled in order that they may complete them. An order processing workflow may, for example, consist of the following steps: Customer enquiry, enquiring at the supplier, possible follow-up with the supplier, sending the quote to the customer, acquiring order confirmation from the customer, ordering the goods at the supplier’s and delivery of the goods to the customer. A list of appointments shows which members of staff are involved in each process, which steps have already been completed and which tasks are still open. As soon as a document becomes available for further processing the responsible member of staff is automatically notified. This puts a stop to latency periods between the individual steps.

Early Reminders when Deadlines Come Up

Should a task fail to be completed within the set time frame an e-mail reminder is sent to the responsible employee. Should he/she be away for a longer period of time then it is possible to specify that a substitute be sent a reminder about either the incomplete task or the deadline (substitution rule). The workflow system simultaneously recognizes whether an employee is unable to fulfill his/her task because a previous step has not yet been completed. For example, the goods should not be ordered until an order confirmation has been received from the customer. The employee responsible for ordering the goods is notified accordingly as soon as the order confirmation arrives.