Business Process Management (Workflows) Using Synergy

[Pages:25]Business Process Management (Workflows) Using Synergy

Workflow Is:

Workflow is Communication

Workflow Is:

Workflow Can Ensure that Business Processes are Completed According to Corporate Policies and Procedures

What Departments Can Use Workflows?

Workflow Processes can Mimic any Policies or Procedures (Processes) that You have Within Your Organization:

Sales ? Account Management, Opportunity Tracking Marketing ? Trade Shows, Marketing Campaigns Customer Service ? RMAs, Customer Inquiries Accounting ? New Account Set-up, W-9s from Accounts Inventory Management ? Tracking Shipments Purchasing ? Purchasing Requisition Process Production ? Non Conformance, Corrective Actions

What Departments Can Use Workflows?

Workflow Processes can Mimic any Policies or Procedures (Processes) that You have Within Your Organization:

Research & Development ? New Products IT ? Support Calls & Assistance Quality Management ? ISO or Other Initiatives Human Resources ? Staff Training, Expense Reporting, Reviews And This is Just a Sample

What is Workflow Using Synergy?

Workflow are Tasks Which are Assigned to a Resource / Role (Group of Employees)

A Workflow Task May be Created by the Resource for Themselves to Complete (such as a Post-It Note Reminder)

A Workflow Task May be Created by a Resource for Another Resource (or Role) to Complete

A Single Workflow May Have up to 4 Steps

What is Workflow Using Synergy?

Additional (Unlimited) Steps Through the Creation of New Requests May Be Added Using the Event Manager or Rules Engine, and Bringing Field Values to New Requests

Workflow Should be Considered Tasks that Need to be Completed And Tracked

Workflow Can Have Multiple Steps (Created, Open, Approved, Realized, Processed, Draft or Rejected) that may have (Customer Defined) Descriptions for the Steps

Workflow Can Involve Multiple Resources

What is Workflow Using Synergy?

Workflow Can Involve Roles instead of Resources

Workflow Can Have Optional and Required Fields at Different Statuses

Workflow Fields May be Dependent Upon Other Fields in Request

Workflow Can Show Different Information at Various Stages

Workflow Can Be Made Private (Just Between Participants)

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