Workflow automation
- 2. Workflow Automation Workflow Automation is a technology solution, which automates the tasks, resources and internal operations that form the process known as “workflow.” Workflow is the process, which encompasses many small, definable tasks that link together to achieve the desired result.
- 3. Workflow automation utilizes software to link together the elements of workflow (events, tasks, resources) in an attempt to increase the speed, visibility and coordination by which the work gets done.
- 4. ADVANTAGES Priorities and timelines are linked across the organization Tasks and calendars are visible to all users enabling workloads to be shared and efficiently managed visibility- Managers can quickly see the status of a process but beyond that they can also identify roadblocks, resources constraints and opportunity for process improvement
- 5. Workflow Automation software provides a graphical representation of people, projects and financial processes for workflow design, configuration and self-service. The graphical workflow interface enables you to visually define, control, track and audit approvals, routing, role-based assignments and notifications. Workflow automation helps to ensure that at the right time the right person gets the right information about what needs to be done and in what order
- 7. A salesman incurs an expense and fills out an electronic form directly within the system. He takes a photo of his receipt with his iPhone camera and attaches it to the expense form he just completed. When he presses the submit button, it is uploaded and deposited into the ECM repository. The system recognizes the total amount on the expense form and automatically sends it to the appropriate person for approval prior to accounting receiving it. The manager receives a notification on his tablet that an approval must be completed. He opens the form, reviews the receipt, and approves the expense. It then gets automatically routed to accounting to kick off the reimbursement workflow and get posted to the appropriate accounts. Example :
- 8. WORKFLOW MANAGEMENT SYSTEMS CAN BE CATEGORISED INTO THE FOLLOWING CATEGORIES: Routing System- Process of selecting the best method of doing a process Distribution System- Best way to distribute and allocate the resources Coordination System- Coordinates the activities of different departments
- 9. WORKFLOW MANAGEMENT SOFTWARES Activity Apache ODE Bonita BPM CEITON Workflow System jBPM Microsoft Windows Workflow Foundation Hyland Software Perceptive Software SAP Business Workflow Workgroups DaVinci FreeFlow Core (Xerox)