An end-to-end Workflow Platform


Self-serve workflow management platform to build and manage business processes across departments.





Powerful features
to fuel your workflow efficiencies


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Process Builder

Build, simulate, deploy, and run complex human-centric workflows with a no-code module.

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Boards

Gain full visibility and flexibility for the case and project management with custom views.

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Form Designer

Create powerful, intuitive forms with a simple visual builder that fits any use case.

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Integrations

Keep data moving with prebuilt or custom connectors.

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Analytics

Bring in data from across the platform to identify new areas for transformation.

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Governance

Approve applications, control data access, manage users, and review audit reports.






Automation to route your documents through a defined workflow


Approve invoices, purchase orders, sales orders, budgets, and more by routing documents automatically. Auto route work orders to those performing a specific job. Manage retention rates by directing documents past a certain age towards disposal.

Define where your information should be in any given scenario to take control of your processes and continually optimize them.

Ensure personal and confidential information is only viewed by those who are authorized to view it. You’ll stay compliant and avoid violation fines and penalties.

Know where your business-critical information is at all times with powerful management tools. Never lose track of an invoice, purchase order, sales order, or employee onboarding record.

Identify potential or actual bottlenecks in a process such as invoice approvals. You can even accelerate notification schedules based on critical timelines.





How our solution improves your business' efficiency:


Map Process


Via an easy-to-use web-based platform, desgin document lifecycle activities with a simple drag and drop interface that establishes a beginning and end for each action within a workflow.

Define the Flow


Connect the activities into a logical progression that flows based on static information or dynamically entered user input.

Secure Access


Create queues for sub-processes specific to individual users and security perimeters, enforcing compliance and setting guidelines for what a user can see or do.

Enforce Rules


Ensure organizational adherence to your processes and procedures by defining the exact steps to be followed.

Notify


With in-process notifications, everyone is kept informed of their pending activities. In addition, it can even accelerate notification schedules based on critical timelines.

Review


Add a level of visibility to your document management processes with analytics and see precisely where and for how long information is within a process, allowing for improved business intelligence.







Keep information moving with workflow automation


Deliver enhanced Business Process Management to support your core business processes. As a result, you’ll better align your business functions with customers, partners, and vendor needs.

  • Determine how to deploy, monitor, and measure company resources
  • Secure access for enforced compliance
  • Share insight with other business applications
  • Support business rules while allowing for global participation
  • Minimize risk and errors
  • Achieve consistent and faster document processing

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