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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